Treasure Investment Management, LLC
Investment Advisory Services Solicitation Disclosure

Treasure Investment Management, LLC (“Treasure”) has engaged Otterz, Inc. (“Otterz” or “Solicitor”) to refer its customers to Treasure to obtain investment advisory services that complement the financial technology services that Otterz provides.

• Otterz is not a current client of Treasure.
• ‍Otterz is not compensated for referring clients to Treasure.
• Otterz has a business relationship with Treasure, which creates a conflict between your company’s interests and those of Otterz.

‍

Material Conflict of Interest. The Solicitor has a business relationship with Treasure which creates an incentive for the Solicitor to refer your company to Treasure over other investment advisers, if any, that may achieve superior performance, charge lower fees (whether for investment advisory services or related technologies), or are otherwise better suited to your company’s needs than Treasure.

By clicking “I agree to these account terms”, you acknowledge that you are duly authorized to agree on behalf of your company to the arrangement described in this Disclosure and have received, reviewed, understood, and agree to all information in this Disclosure.