Terms of Service

Last updated: 2024

Agreement to Terms

By accessing or using the services of Opportunity Investment Group II LLC ("Company," "we," "our," or "us"), you agree to be bound by these Terms of Service. If you disagree with any part of these terms, you may not access our services.

Description of Services

We provide investment advisory and wealth management services. As a registered investment advisor, we offer:

• Portfolio management services
• Investment consulting
• Wealth planning
• Real estate investment advisory

Investment Risks

All investments carry risk, including the potential loss of principal. Past performance does not guarantee future results. Before making any investment decision, you should carefully consider your investment objectives, risk tolerance, and financial situation.

Client Responsibilities

As a client, you agree to:

• Provide accurate and complete information about your financial situation
• Update us promptly regarding any changes to your financial circumstances
• Review all statements, confirmations, and reports we provide
• Maintain confidentiality regarding our investment recommendations and strategies

Fees and Compensation

Our fee structure will be clearly outlined in your investment advisory agreement. Fees may include:

• Asset-based management fees
• Performance fees (where applicable)
• Consulting fees
• Other service-related fees

Termination of Services

Either party may terminate the investment advisory relationship at any time by providing written notice. Upon termination, any prepaid fees will be refunded on a prorated basis.

Confidentiality

We maintain strict confidentiality regarding all client information, subject to our Privacy Policy and applicable laws and regulations.

Limitation of Liability

To the maximum extent permitted by law, we shall not be liable for any indirect, incidental, special, consequential, or punitive damages resulting from your use of our services.

Governing Law

These Terms shall be governed by and construed in accordance with the laws of the State of Georgia, without regard to its conflict of law provisions.

Changes to Terms

We reserve the right to modify these Terms at any time. We will notify clients of any material changes as required by law.

Contact Information