Terms of Use
Effective October 2026
Purpose and scope
This website provides general information about Bancroft Wealth and its services. Content is not individualized investment, tax or legal advice and should not be relied upon as a recommendation to buy or sell any security or financial product.
Privacy and security
We use reasonable administrative, technical and organizational safeguards to protect information submitted through our systems. Users are responsible for maintaining the confidentiality of their credentials and promptly reporting suspected unauthorized access.
Investment risk
Investing involves risk, including possible loss of principal. Historical or illustrative performance does not guarantee future results. Private market investments can involve additional liquidity, valuation and concentration risks.
Contact
Questions regarding these terms or privacy practices may be directed to privateclient@bancroftwealth.com.