The #Legal Stuff


Legal Disclosures


Ursa Technologies, Inc. (“Ursa Technologies”) offers a software-based portfolio management platform to inform and teach users about investing. Investment management and advisory services are provided by its wholly owned subsidiary, Ursa Financial, LLC (“Ursa Financial”), an SEC-registered investment adviser. Ursa Technologies and Ursa Financial may be collectively referred to as Ursa.

By using this website, you accept our Terms of Use and Privacy Policy. Ursa Financial’s investment advisory services are only available to residents of the United States and in jurisdictions where it is registered. Nothing on this website should be considered an offer, solicitation of an offer or advice to buy or sell any securities. Past performance is no guarantee of future results. Any historical returns or expected returns are hypothetical in nature and may not reflect actual future performance. Account holdings are for illustrative purposes only and are not investment recommendations.

The content on this website is for informational purposes only and does not constitute a comprehensive description of Ursa Financial’s investment advisory services. Please refer to Ursa Financial’s Program Brochure for more information. Certain investments are not suitable for all investors. Before investing with Ursa Financial, please consider your investment objectives and Ursa’s fees. The rate of return on investments can vary widely over time, especially for long term investments. Investment losses are possible, including the potential loss of all amounts invested.

All statements made via social media sites sponsored or maintained by Ursa and its affiliates are for informational purposes only and do not constitute a comprehensive description of Ursa Financial’s investment advisory services. Ursa and its affiliates are not responsible for and do not endorse the content by other users or followers of the social media sites sponsored or maintained by Ursa or its affiliates. Ursa and its affiliates are also not responsible for the terms of use or privacy or security policies of any social media sites and you use such sites at your own risk. Ursa and its affiliates reserve their rights to block any user or follower who posts, tweets or retweets content that is deemed inappropriate or offensive or constitutes spam, a testimonial, advice, recommendation, or advertisement for securities, products, or services or is promotional in nature. Ursa and its affiliates also reserve their rights to block users or followers whose posts, tweets or retweets contain offensive or inappropriate content or serve as promotional sites. Any opinions expressed by our users or followers are those of the persons submitting the comments and don't necessarily represent the views of Ursa or its affiliates.

Brokerage services are provided to users of Ursa Financial by DriveWealth, LLC, an SEC registered broker-dealer and member FINRA/SIPC. Information provided by Ursa's customer support channel ("Ursa Help") is for informational and general educational purposes only and is not investment or financial advice. If you have any question about our Disclosures, Privacy Policy, Terms of Use or the Ursa app, please contact Ursa Help at help@ursavest.com.

Past performance is no guarantee of future results. Any historical returns or expected returns are hypothetical and may not reflect actual future performance. All performance data is strictly illustrative, may represent best estimates based on available data, and may differ from actual results. Account holdings are for illustrative purposes only and should not be considered investment recommendations. All Ursa performance results are shown net of fees and include dividends and other adjustments. Investors should be aware that a loss of investment is possible.

Ursa’s results represent the daily time-weighted return of Ursa’s aggregate portfolio. These results do not reflect the actual results of individual accounts nor account for impact from movement of cash flow into or out of accounts. The performance return is calculated by comparing the daily starting aggregate balance of all accounts (ending balance from prior day plus daily deposits and less daily withdrawals) to the daily ending aggregate balance of all accounts. The daily return results are then compounded over the specific periods. For performance results, “Inception Date” is defined as 7/7/20. YTD results are measured from Inception Date through 8/31/20. Performance results were prepared by Ursa Financial and have not been reviewed or audited by an independent accountant. Performance estimates are subject to future adjustment and revision.

Results for Ursa Financial compared to the performance of our illustrative benchmark, the Standard & Poor’s 500 Index (the “S&P 500”), is for informational purposes only. Ursa’s investment program does not mirror that of the S&P 500 and the volatility may be materially different from the volatility of the S&P 500. Reference or comparison to the S&P 500 does not imply that Ursa’s portfolio will be constructed in the same way as the S&P 500 nor achieve returns, volatility, or other results similar to the S&P 500. The S&P 500 is an unmanaged, market capitalization weighted index of 500 U.S. listed, large cap common stocks chosen for market size, liquidity and industry group representation to represent the overall U.S. equity performance. S&P 500 results include the reinvestment of dividends and do not reflect transaction costs. Additional information including the calculation methodology will be provided upon request.


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