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Investment Account Forms

Tamara G

February 25, 2022 18:29

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To add a beneficiary to your mutual fund account, click here!

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Retirement Account Forms
What types of investment accounts does Aspiration currently offer?

Aspiration Fund Adviser, LLC is an SEC Registered Investment Advisor.

Aspiration defines “elite,” “wealthy,” “rich,” and “millionaire” as accredited and qualified investors and those who have been able to meet the historic minimums of private funds, including hedge funds and private equity funds. An investor's experience, objectives, and risk tolerance may differ from that of an “elite,” “wealthy,” “rich,” or "millionaire" investor, all of which should be considered when investing in alternatives.

Alternatives include but are not limited to: liquid alternatives, private equity, hedge funds, derivatives, venture capital, real estate, energy and natural resources, and distressed debt. Alternative investments may involve risks including limited liquidity, volatility, lack of transparency, lack of diversification, use of leverage, lack of regulation, and loss of investment.

PAST PERFORMANCE IS NOT INDICATIVE OF FUTURE RETURNS. There is no guarantee that any investment product will achieve its objectives, generate profits, or avoid losses. Investing involves risk of loss and alternative investments may not be suitable for everyone. Before investing, consider your investment objectives.

"Aspiration," "Aspiration Do Well. Do Good.," "Aspiration Partners," "Pay What is Fair," "Everyday Investors," "Elite Investments," "Dimes Worth of Difference," and "Put Your Money Where Your Heart Is" are trademarks of Aspiration Partners, LLC. All Rights Reserved.

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