Institutional Terms of Service

Access to the Juno One / Heritage / Mosaics platform (“Platform”) is provided exclusively to qualified clients, accredited investors, institutional counterparties, and authorized fiduciary representatives of our Registered Investment Advisor (“RIA”).

All algorithmic model allocations, portfolio simulations, and discretionary execution instructions submitted through this Platform are governed by the Investment Advisory Agreement executed between the client household and the Advisor, in compliance with the Investment Advisers Act of 1940.

Access credentials, session tokens, and cryptographic keys generated for two-factor and hardware-backed authentication are non-transferable and must be protected with the highest standard of commercial prudence.

Users agree to immediately notify the Chief Compliance Officer (“CCO”) of any unauthorized access, compromised credentials, or anomalous transmissions. The Advisor reserves the right to terminate or suspend access instantaneously upon detection of malicious telemetry or compliance breach.

Pursuant to SEC Rule 17a-4 and FINRA Rule 4511, all communications, portfolio rebalances, tax-loss harvesting harvests, and ledger transmissions executed through this system are recorded in immutable, Write-Once-Read-Many (“WORM”) cryptographic storage.

Electronic signatures executed via our client portal are legally binding and comply fully with the Electronic Signatures in Global and National Commerce Act (ESIGN) and Uniform Electronic Transactions Act (UETA).

Past performance is no guarantee of future results. All investments involve risk, including the potential loss of principal. Quantitative backtests, thematic screens, and Monte Carlo goal projections displayed on this platform are hypothetical in nature and do not reflect actual trading results or guarantee future outcomes.

Securities offered through independent custodian partners. Not FDIC insured. No bank guarantee. May lose value.