Fontavis Finance, LLC ("Fontavis" or "we") operates an online investment platform located at https://fontavisfinance.com and through various mobile applications (the "Platform"). The information contained on the Platform neither constitutes an offer for nor a solicitation of interest in any securities offering; however, if an indication of interest is provided, it may be withdrawn or revoked, without obligation or commitment of any kind prior to being accepted following the qualification or effectiveness of the applicable offering document, and any offer, solicitation or sale of any securities will be made only by means of an offering circular, private placement memorandum, or prospectus.
No money or other consideration is hereby being solicited, and will not be accepted without such potential investor having been provided the applicable offering document. Joining the Platform neither constitutes an indication of interest in any offering nor involves any obligation or commitment of any kind.
Fontavis Advisors, LLC ("Fontavis Advisors"), an affiliate of Fontavis, is registered with the U.S. Securities and Exchange Commission ("SEC") as an investment adviser under the Investment Advisers Act of 1940. Financial advisory services are only provided to investors who become Fontavis Advisors Clients ("Clients") pursuant to a written Client Agreement, which investors are urged to read and carefully consider in determining whether such agreement is suitable for their individual facts and circumstances. Registration with the SEC does not imply a certain level of skill or training.
There can be no assurance that an investment mix or any projected or actual performance shown on the Platform will lead to the expected results shown or perform in any predictable manner. It should not be assumed that investors will experience returns in the future, if any, comparable to those shown or that any or all investors on the Platform experienced such returns.
All product names, logos, and brands are property of their respective owners. Use of these names, logos, and brands is for identification purposes only, and does not imply endorsement or affiliation.
For investors and potential investors who have questions or comments, please contact us at support@fontavisfinance.com.
Performance information is presented net of all management and advisory fees and expenses unless marked otherwise. Commissions are not considered since investors on the Platform are not charged trading commissions or any other transaction-based fees. For all periods the performance information includes the reinvestment of dividends and interest unless otherwise noted.
Fontavis performance figures consist of the aggregate returns of all Client accounts during any periods indicated, calculated using the Modified Dietz method, inclusive of dividends and capital gains/losses, are net of fees, and include shares which were acquired via dividend reinvestment.
All relevant information about the assets held by each fund may be found in their respective offering circulars or prospectuses, all of which are available upon request.
There is no guarantee that any projected and/or hypothetical performance will be achieved or that actions based on such projections will achieve an intended outcome. Investors should carefully review the additional information presented on the Platform in connection with any projections. Such performance figures are inclusive of appreciation and dividend reinvestment, and net of fees.
The funds managed by Fontavis Advisors generally pay quarterly distributions that may consist of ordinary dividends, capital gains, and/or non-dividend distributions. However, the tax characteristics of these distributions (i.e., dividend income, non-dividend distributions, and capital gains) cannot be determined until after the end of the year.
The return, composite and performance information shown on the Platform uses or includes information compiled from third-party sources, including independent market quotations and index information. While we believe the third-party information comes from reliable sources, we do not guarantee the accuracy of the Platform information and may receive incorrect information from third-party providers. Unless otherwise indicated, the information on the Platform has been prepared by us and has not been reviewed, compiled or audited by any independent third-party or public accountant.
General, non-personalized recommendations, services and fees by Fontavis Advisors may vary for each Client. Advisory fees, if any, are calculated based upon the amount of assets being managed as detailed further in the applicable disclosure documents.
Fee waivers only apply to fees charged by Fontavis Advisors for investment advisory services and do not include any fees or expenses charged by Fontavis Advisors or its affiliates to the individual funds available on the Platform.
Each fund available on the Platform charges an annual management fee that is disclosed in the respective fund's offering documents. Management fees are typically calculated as a percentage of assets under management and are deducted from fund assets on a quarterly or annual basis.
Fontavis Advisors charges an annual advisory fee for portfolio management services. The advisory fee is calculated based on the total value of assets in your account and is disclosed in your Client Agreement. Advisory fees are generally billed quarterly in arrears.
In addition to management and advisory fees, investors may incur other fees and expenses, including but not limited to: fund operating expenses, transaction costs, wire transfer fees, and tax preparation fees for applicable tax documents. These fees are disclosed in the relevant fund offering documents and account agreements.
Not all invitations sent through the Fontavis Referral Program will be considered valid. Fontavis Advisors reserves the right, in its sole discretion, to determine that any reward offered through the Referral Program is not warranted, and/or to change the terms of such rewards with or without notice. Any such rewards are not valid with any other offers and are non-transferrable. The total value of any reward(s) offered through the Referral Program shall not exceed $1,000 in any given 12-month period per individual investor.
The publicly filed offering circulars and prospectuses of the issuers sponsored by Fontavis Finance, not all of which may be currently qualified by the Securities and Exchange Commission, are available upon request.
Some of the statements contained on the Platform are forward-looking statements. You should not rely upon forward-looking statements as predictions of future events. These statements involve known and unknown risks, uncertainties, and other factors that may cause actual results, levels of activity, performance, or achievements to be materially and adversely different from any future results, levels of activity, performance, or achievements expressed or implied by these forward-looking statements.
An investment in any issuer available on the Platform involves substantial risks, including risk of partial or total loss of investment, and each investor should carefully consider the Risk Factors contained in each fund's offering circular or prospectus. Except as required by law, neither we nor any other person assumes responsibility for the accuracy and completeness of the forward-looking statements. We undertake no obligation to update publicly any forward-looking statements for any reason to conform these statements to actual results or to changes in our expectations.
Diversification does not guarantee profit or protect against loss.
The information presented regarding each issuer's offering, including information regarding financial status, business strategy, investment objectives, historical performance, projections, redemption plans, etc., merely constitute a summary of such information and is qualified in its entirety by the disclosure contained in each issuer's offering circular or prospectus. There can be no guarantee that any issuer available on the Platform will achieve its business objectives or that it will become profitable.
Offers to sell, or solicitations of offers to buy, any security can only be made through official offering documents that contain important information about risks, fees and expenses. Investors should conduct their own due diligence, not rely on the financial assumptions or estimates displayed on the Platform, and are encouraged to consult with a financial advisor, attorney, accountant, and any other professional that can help you to understand and assess the risks associated with any investment opportunity.
The offerings available on the Platform may be conducted as continuous offerings, meaning that while an offering of securities is continuous, sales and settlement of securities may happen sporadically over the term of such offering as we are able to process subscriptions. Further, the acceptance of subscriptions, whether via the Platform or otherwise, may be briefly paused at times to allow us to effectively and accurately process and settle subscriptions that have been received.
Neither the SEC nor any state securities commission or regulatory authority approved, passed upon or endorsed the merits of any investment on the Platform.
Investing involves risk, including the potential loss of principal. Past performance is not indicative of future results. The information presented regarding any fund's historical performance is not indicative of future results and is qualified in its entirety by disclosure contained in the applicable offering documents.
All investments carry inherent risks, including market risk, credit risk, interest rate risk, liquidity risk, and operational risk. The value of investments can fluctuate and investors may receive less than their original investment. There is no guarantee that any investment strategy will be successful.
Many of the investments available on the Platform are illiquid in nature and may have limited or no secondary market. Investors should be prepared to hold their investments for an extended period of time, potentially several years, and should not invest money that they may need in the short term.
Investments in specific sectors, asset classes, or geographic regions may be subject to concentration risk. This means that adverse events affecting a particular sector or region could have a disproportionate impact on the portfolio.
Changes in laws, regulations, or government policies could adversely affect the value of investments or the ability of fund managers to execute their investment strategies. This includes changes to tax laws, securities regulations, and other applicable legal requirements.
The risks and uncertainties discussed in the offering documents are not the only ones faced by the funds, but do represent those risks and uncertainties that we believe are most significant to their business, operating results, prospects and financial condition. Some statements on this website constitute forward-looking statements. Please refer to the applicable offering documents for important information regarding forward-looking statements.
Although we may intend to complete a transaction (such as a sale or registered initial public offering) providing liquidity to shareholders at some point in the future, our governing documents do not require us to pursue such a liquidity transaction. Market conditions and other factors could cause us to delay any liquidity event. There can be no guarantee that any future liquidity event for shareholders will be profitable, and may result in a total or partial loss to investors.
To contact us directly, please visit our website or contact us by:
Email: support@fontavisfinance.com
Address: 11400 WEST OLYMPIC BOULEVARD SUITE 200
Last Updated: January 24, 2026
6. Social Media Disclosure
Any statements made via Fontavis social media sites are not intended as investment, tax, or legal advice. This content is not an offer, solicitation of an offer, or advice to buy or sell securities. All securities involve risk and may result in partial or total loss. Past performance is not a guarantee of future results. Any historical returns, expected returns, or probability projections may not reflect actual future performance.
Fontavis reserves the right to remove any comment, including those that we deem to be spam, offensive or otherwise inappropriate. Investment advisory services are provided by Fontavis Advisors LLC, an SEC-registered investment adviser.
Fontavis does not approve or endorse any third-party communications posted on its site(s) and any such postings should not be attributed to Fontavis. Fontavis will not treat any social media post as a formal complaint. To submit a formal complaint regarding Fontavis, please contact support@fontavisfinance.com.
Any third-party links provided in posts by Fontavis social media are offered as a matter of convenience and are not intended to imply that Fontavis, its affiliates or employees endorse, sponsor, promote, and/or are affiliated with the owners of or participants in those sites, or endorse any information contained on those sites, unless expressly stated otherwise.
In addition, any third party publications reflect solely the opinions of the authors, do not reflect the views of Fontavis, and Fontavis does not independently certify the information contained therein. Any such content is meant for informational purposes only and is not intended to serve as a recommendation to buy or sell any security, and is not an offer or sale of any security, and is not intended to serve as the basis for any investment decision.
Testimonials may not be representative of the experience of other or future clients, and past performance, including testimonials, is no guarantee of future performance or success. All investing includes risk of loss of principal. Unless otherwise specified, any testimonial or endorsement by an unrelated third party has neither been solicited nor paid for.