Terms & Conditions


Welcome to Seek First, Inc. (“Seek First”, “we”, “us” or “our”), a California based financial firm. Please read the following terms and conditions (“Terms”) carefully before using our services. By using our services, you agree to these Terms, our Privacy Policy and any other policies we may establish from time to time.


Seek First provides financial services to its customers, including but not limited to investment advice, portfolio management, financial planning and analysis, and other related services (collectively, the “Services”). Seek First is a registered investment adviser with the California Department of Business Oversight and is subject to all applicable laws and regulations.


Before providing any Services, Seek First requires its clients to enter into a Client Agreement, which outlines the terms and conditions of the relationship between Seek First and the client, including fees, investment objectives, risk tolerance and other relevant information. The Client Agreement supersedes these Terms in the event of any conflict.


Clients are responsible for paying fees for the Services, which are disclosed in the Client Agreement. Seek First reserves the right to change its fees at any time, but will provide notice to clients before any fee changes take effect.


All investments involve risk, and Seek First cannot guarantee any particular investment results. Clients are responsible for understanding the risks associated with their investments and should consult with their own tax and legal advisors before making any investment decisions.


Seek First takes the confidentiality and privacy of its clients very seriously. We will not disclose any non-public personal information about our clients to third parties unless required by law or as otherwise described in our Privacy Policy.


All content and materials provided by Seek First, including but not limited to reports, analyses, charts, graphs, and software, are protected by intellectual property laws and are the property of Seek First or its licensors. Clients are not authorized to copy, reproduce, distribute or use any of these materials without Seek First’s express written consent.


Seek First provides its Services “as is” and without warranty of any kind, whether express, implied, statutory or otherwise. Seek First expressly disclaims all warranties, including but not limited to the implied warranties of merchantability, fitness for a particular purpose, and non-infringement.


In no event shall Seek First be liable for any indirect, incidental, special, punitive or consequential damages, including but not limited to lost profits or data, arising out of or in connection with the Services or these Terms, even if advised of the possibility of such damages. Seek First’s total liability to clients shall not exceed the fees paid by the client to Seek First for the Services.


These Terms and any disputes arising out of or related to the Services or these Terms shall be governed by and construed in accordance with the laws of the State of California, without regard to its conflicts of law principles. Any action arising out of or related to the Services or these Terms shall be brought in the state or federal courts located in California.


Seek First may modify these Terms at any time, and such modifications shall be effective immediately upon posting. Clients are responsible for regularly reviewing these Terms. Continued use of the Services after any such modifications shall constitute acceptance of such modifications.


Seek First may terminate its relationship with a client at any time for any reason by providing notice to the client. The Client Agreement and these Terms shall survive any termination of the relationship between Seek First and the client.

If you have any questions or concerns regarding these terms and conditions, please contact us.