MuniMatch Corp. DBA VIP Invest
MuniMatch Corp. DBA VIP Invest
VIP Invest, is a California registered investment adviser. The adviser may not transact business in states where it is not appropriately registered, excluded or exempted from registration. Individualized responses to persons that involve either the effecting of transactions in securities, or the rendering of personalized investment advice for compensation, will not be made without registration or exemption. Information on this website is directed toward U.S. residents only.
All clients are advised that it remains their responsibility to advise their financial advisor or VIP Invest of any changes in their investment objectives and/or financial situation.
This website is a publication of VIP Invest. Information presented is believed to be factual and up-to-date, but we do not guarantee its accuracy, and it should not be regarded as a complete analysis of any subjects discussed. A professional advisor should be consulted before any investment decisions are made.
Past performance does not guarantee future success. Information on this website is not an offer to buy or sell or a solicitation of any offer to buy or sell the securities mentioned herein.
Information on this website does not involve the rendering of personalized investment advice, but is limited to the dissemination of general information on products and services. All expressions of opinion reflect the judgment of the authors as of the date of publication and are subject to change.
Hyperlinks on this website point are provided as a convenience only, and we disclaim any responsibility for the accuracy of information on any other website linked hereto.
No investment process is risk free and there is no guarantee of profitability nor tax benefit; investors may lose all of their investments. No investment strategy can guarantee returns nor tax benefits. Diversification does not guarantee a profit or protect against loss. The assumed tax rules may change without notice, nullifying any simulated tax benefit.
INVESTMENTS ARE NOT FDIC INSURED, HAVE NO GUARANTEE, AND MAY LOSE VALUE.
VIP Invest refers to the investment and trading platform VIP Invest, operated by MuniMatch Corp. Individual client accounts may be subject to the terms applicable the platform below.
1) Automated Investing and advisory services are provided by VIP Invest, a California Registered Financial Adviser (“VIP Invest“). Brokerage services are provided to VIP Invest by TBA.
For additional disclosures related to the VIP Invest platform described above, please visit www.VIPInvest.com/legal.
The Investment Advisor Representatives of VIP Invest, are not compensated for securities sold through any VIP Invest platform. Information related to lending products contained herein should not be construed as an offer or pre-qualification for any loan product.
Investing in a New Issue involves substantial risk, including the risk of loss. Further, there are a variety of risk factors to consider when investing in a New Issue, including but not limited to, future rating changes, higher interest rates, poor fiscal management, significant debt, declining revenues, weak leadership, climate change, and lack of voter approval for future tax increases. For a comprehensive discussion of these risks please refer to VIP Invest' New Issue Disclosure Statement. New Issues offered through VIP Invest are not a recommendation and investors should carefully read the offering prospectus to determine whether an offering is consistent with their investment objectives, risk tolerance, and financial situation.
New offerings generally have high demand and there are a limited number of bonds available for distribution to participants. Many clients may not be allocated bonds and bond allocations may be significantly smaller than the bonds requested in the clients initial offer (Indication of Interest). For VIP’s allocation procedures please refer to New Issue Allocation Procedures.
VIP Invest values your privacy and the security of your personal information so please do not include your Social Security number in any email or letter that you send to us.
VIP. © 2021 VIP Invest. All rights reserved.
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