Disclaimers

Disclaimer

Important Legal Information About Using This Web Site

This site is for informational purposes only and is not intended to be a solicitation, offering or recommendation of any security, commodity, derivative, investment management service or advisory service and is not commodity trading advice. This site does not intend to provide investment, tax or legal advice on either a general basis or specific to any client accounts or portfolios. IDX Advisors does not represent that the securities, products, or services discussed in this site are suitable or appropriate for any or all investors.

The information on this site is not intended for distribution to, or use by, any person or entity in any jurisdiction or country where such distribution or use would be contrary to law or regulation, or which would subject IDX Advisors to any registration requirement within such jurisdiction or country.

The reliability and accuracy of the material on this site cannot be assured, because of possible technical malfunctions and unauthorized tampering. The material on this site, including any opinions expressed herein, are subject to change without notice.

Past performance is no guarantee of future results. Unless specifically facilitated through the unique functionality of this Site or stated expressly otherwise, no part of this site may be reproduced in any form, or referred to in any other publication without express written consent from IDX Advisors. Any links to other Internet sites (“hyperlinks”) are included as a convenience for our visitors and IDX Advisors assumes no liability for the content or the presentation of linked sites. Third party links to this website are permitted only by prior written permission. IDX Advisors does not endorse nor have under its control the content of such links. IDX Advisors is not responsible for the accuracy or completeness and assumes no liability for the information contained on the linked sites. No representation or warranty is provided for any software that may be downloaded from this Web site.

 

Visiting Our Site

When you go directly to the information portion of our websites and move from page to page, read pages or download content onto your computer, we learn which pages are visited, what content is downloaded, and the address of websites that you visited immediately before coming to our websites. However, none of this is associated with you as an individual. It is measured only in aggregate.

We use this information to find out how many people visit our websites and which sections of the sites are visited most frequently. This helps us to know what type of information is most useful to you so that we can improve our websites and make it easier for you to access information. We record the statistical information on the numbers of visitors to our websites.

 

Cookies

A cookie is a small file containing certain pieces of information that a website creates when you visit the site. It can track how and when you use a site, which site you visited immediately before, and it can store that information about you.

There are two common types of cookies, “session cookies” and “persistent cookies”. Session cookies store information only for the length of time that you are connected to a website – they are not written onto your hard drive. Once you leave the website, the originator of the cookie no longer has the information that was contained on it.

With your consent, IDX Advisors uses session cookies as an additional security feature for its online services. For example, when you login to any web service and are authenticated through your login ID and password, a cookie will store the identification number of your browser. Throughout your session, the cookie acts as a type of digital signature to identify your current session to the web server.

We also use session cookies, with your consent to track your visits within our site. We use that information to determine the type of information that you are looking for in our site and to improve our site. We use information about the site you visited immediately prior to our site to assess the viability of links to our site that we have created on third party sites.

The information stored in “persistent cookies” is written onto your hard drive and remains there until the expiry date of the cookie. IDX Advisors uses persistent cookies, with your consent, to store non-sensitive information that you are aware of and have agreed to.

IDX Advisors’ Cookie Policy found in Appendix C of the IDX Advisors Privacy Policy at www.idx-us.com/privacy-policy is fully incorporated herein at length and any conflict between such policy and the above shall be controlled by the Cookie Policy.

 

E-mail comments, questions, or responses

When you send us an e-mail or when you ask us to respond to you by e-mail, we learn your exact e-mail address and any information you have included in the e-mail. We use your e-mail address to acknowledge your comments and/or reply to your questions, and we will store your communication and our reply in case we correspond further. We will not sell your e-mail address to anyone outside IDX Advisors. Unless prohibited by law, we may use your e-mail address to send you information about offers on products and services that we believe may be of interest to you. If you don’t want us to contact you by e-mail with offers on products and services, you may tell us so at any time.

If you have asked us to put you on an e-mail mailing list to provide you with certain information on a regular basis, or if we send you information about our offers on products and services by e-mail, you may ask us to remove you from the list and your personal information at any time (using the unsubscribe instructions provided with each e-mail and on the site where you signed up).

Remember that e-mail sent over the Internet is generally unencrypted. If IDX Advisors requests that you transmit confidential information to us over the Internet when filling out an application online, we ensure that such transmission is encrypted. We recommend that you use caution when forwarding free-format e-mail messages to us and that you do not include confidential information (such as account numbers) in those messages, as they are not encrypted.

 

Disclaimer

IDX Advisors, LLC is an SEC registered investment advisor pursuant to the Investment Advisers Act of 1940. This registration as an investment adviser does not imply a certain level of skill or training. This site is limited to the dissemination of general information pertaining to its investment advisory services.

Accordingly, IDX Advisors does not, and will not, effect or attempt to effect transactions in securities, or the rendering of personalized investment advice for compensation, over the Internet. Advice can only be rendered after all of the following conditions are met:

  1. Delivery of our Form ADV Parts 2A and 2B to you.
    Execution of a written agreement.

As a registered investment advisor, IDX Advisors may render investment advice only as applicable federal and state laws allow. This site is designed to provide general information on investment strategies and financial planning. Any material provided in this site either directly or through cross-reference to another site is for informational purposes only. Any information provided in this site does not purport to be, and is not intended to be, financial, legal, accounting, tax or investment advice. The information provided, therefore, should not be viewed as financial, legal, accounting, tax or investment advice.

Past performance is not necessarily a guide to future performance. The value of an investment and the amount of periodic income realized on an investment may go down as well as up and there is no guarantee that you will recoup the amount of your original investment. Some of the investment strategies presented in this site may involve transactions in foreign currencies. A foreign currency is a currency other than that issued by the government of the country in which you are domiciled or, in some cases, in which you reside. Transactions in foreign currencies may introduce additional risk to the investment transaction.

Persons engaging in investment activities should be aware that investing is an inherently risky activity. Depending on the nature of the investment, these risks include, but are not limited to, interest rate, foreign currency, liquidity, credit, legal, and political risk. The information contained in this site is based on factual assumptions that may not be applicable to the particular circumstances of any person accessing this site (a “viewer”) scientific assumptions that are liable to require revision due to changing circumstances, and statistical assumptions that are based on confidence levels which may require revision. For these reasons, no representations or warranties, expressed or implied, are made to the accuracy or applicability of any information contained in this site or any linked site to any particular viewer specifically, or to all viewers generally. Also, no representations or warranties, express or implied, are made as to the result any viewer might experience from using any of the information contained in this site or to any linked site.

The investment strategies presented in this site cannot, in all likelihood remove all of the risks associated with investing activities generally and persons engaging in investment activities are cautioned that they should familiarize themselves with the associated risks of any investment transaction before it is entered into. While IDX Advisors, its agents, and employees have exercised due diligence to ensure that the information and any calculations presented in this site is accurate, neither IDX Advisors, its agents, and employees warrant that the information or calculations are free from error.

All of the information contained in this site, including this Disclaimer, is the property of IDX Advisors. IDX Advisors intends to retain all of the rights in such property and by allowing public access to it, does not grant any license to any person to copy, retransmit (either electronically or otherwise), revise, or otherwise exercise any rights of ownership associated with intellectual property generally under the copyright and other applicable laws of the United States and equivalent laws of any other country. Any person who seeks to exercise any ownership right in the information contained in this site without first obtaining the express written consent of IDX Advisors will be prosecuted to the fullest extent permitted under law.

The Internet Communications shall not involve either effecting or attempting to effect transactions in securities, or the rendering of personalized investment advice for compensation, as the case may be, in this state over the Internet, but shall be limited to the dissemination of general information on products and services. All such information is provided solely for convenience purposes only and all users thereof should be guided accordingly.

All investments contain risk and may lose value. Equities may decline in value due to both real and perceived general market, economic and industry conditions. There is no guarantee that IDX Advisors’ investment strategies will work under all market conditions or are suitable for all investors and each investor should evaluate their ability to invest long-term, especially during periods of downturn in the market. Investors should consult their investment professional prior to making an investment decision.

Except for historical information and discussions contained on this website, statements published on IDX Advisors’ website may constitute forward-looking statements within the meaning of the Private Securities Litigation Reform Act of 1995. These statements may involve a number of risks, uncertainties and other factors that could cause actual results to differ materially, including the performance of financial markets, the investment performance of investment products and separately managed accounts, general economic conditions, future acquisitions, competitive conditions and government regulations, including changes in tax laws. Readers should carefully consider such factors. Further, any such forward-looking statements speak only on the date at which such statements are made. IDX Advisors undertakes no obligation to update any forward-looking statements to reflect events or circumstances after the date of such statements.

(833) 662-6346
Scottsdale Office –9311 E. Via De Ventura, Suite 105, Scottsdale AZ. 85258
ir@idx-us.com

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Distributed by Foreside Fund Services, LLC which is not affiliated with IDX Funds or IDX Advisors LLC. There are risks involved with investing including the possible loss of principal. Diversification does not guarantee investment returns or eliminate the risk of loss. Past performance does not guarantee future results. Investors should carefully consider the investment objectives, risks, charges and expenses of the fund before investing. To obtain a prospectus containing this and other important information, please visit the fund page to download a prospectus online or here. Read the fund’s prospectus carefully before you invest.

The BTIDX Fund actively invests in bitcoin futures contracts and other instruments that provide exposure to bitcoin futures. The Fund is a new mutual fund and has a limited history of operations for investors to evaluate. Additional risks associated with the Fund include, but are not limited to: Futures Risk: The Fund’s use of futures involves risks different from, or possibly greater than, the risks associated with investing directly in securities and other traditional investments. Investments in futures involve leverage, which means a small percentage of assets invested in futures can have a disproportionately large impact on the Fund. Concentration Risk: The Fund is concentrated in the Bitcoin industry. The Fund’s concentrated investment exposure involves risks different from, or possibly greater than, the risks associated with investing in a fund with exposure to a broader range of industries. The concentration risk of the Fund includes, but is not limited to, the potential for greater volatility and the potential for greater loss of investment capital than a diversified fund. The Fund may be susceptible to financial, economic, political or market events, as well as government regulation, impacting the Bitcoin industry. Fluctuations in the price of Cryptocurrencies, specifically Bitcoin and Bitcoin industry companies, often dramatically affects the profitability of the Bitcoin Industry and therefore potentially the Fund. Cryptocurrency Risk: Cryptocurrency (notably, Bitcoin), often referred to as “virtual currency” or “digital currency,” operates as a decentralized, peer-to-peer financial exchange and value storage that is used like money. The Fund may have concentrated exposure to Bitcoin, a cryptocurrency, indirectly through an investment in CME Bitcoin Futures and vehicles that the fund’s manager, in its sole and absolute discretion, determines to be Bitcoin Industry companies or investments. Cryptocurrencies operate without central authority or banks and are not backed by any government.

On September 6, 2024 BTIDX changed it's name from the IDX Risk-Managed Bitcoin Strategy Fund to the IDX Risk-Managed Digital Assets Strategy Fund.

The COIDX Fund is a new mutual fund and has a limited history of operations for investors to evaluate. Additional risks associated with the Fund include, but are not limited to: Investment Concentration Risk: The Fund is concentrated in Commodity Futures and Commodity Industry companies. The Fund’s concentrated investment exposure involves risks different from, or possibly greater than, the risks associated with investing in a fund with exposure to a broader range of industries. The concentration risk of the Fund includes, but is not limited to, the potential for greater volatility and the potential for greater loss of investment capital than a diversified fund. The Fund may be susceptible to financial, economic, political or market events, as well as government regulation, impacting the Commodity industry. Fluctuations in the price of Commodities often dramatically affects the profitability of the Commodities Industry and therefore potentially the Fund. Futures Risk: The Fund’s use of futures involves risks different from, or possibly greater than, the risks associated with investing directly in securities and other traditional investments. Investments in futures involve leverage, which means a small percentage of assets invested in futures can have a disproportionately large impact on the Fund.

Other risks associated with investing in the funds include: Geographic Concentration Risk: The Funds may be particularly susceptible to economic, political, regulatory or other events or conditions affecting countries within the specific geographic regions in which the Fund invests. Liquidity Risk: Liquidity risk exists when particular investments of the Fund would be difficult to purchase or sell, possibly preventing the Fund from selling such illiquid securities at an advantageous time or price, or possibly requiring the Fund to dispose of other investments at unfavorable times or prices in order to satisfy its obligations. Leverage Risk: The value of your investment may be more volatile if the Fund borrows or uses instruments, such as derivatives, that have a leveraging effect on the Fund’s portfolio. Equity Market Risk: Equity markets can be volatile, and the prices of common stocks can fluctuate significantly. Derivatives Risk: The use of derivative instruments involves risks different from, or possibly greater than, the risks associated with investing directly in securities and other traditional investments. Foreign Investment Risk: Foreign investing involves risks not typically associated with U.S. investments, including adverse fluctuations in foreign currency values, adverse political, social and economic developments, less liquidity, greater volatility, less developed or less efficient trading markets, political instability and differing auditing and legal standards. Portfolio Turnover Risk: The frequency of the Funds transactions will vary from year to year. Higher costs associated with increased portfolio turnover may offset gains in a Funds performance. ETF Risk: ETFs are subject to investment advisory fees and other expenses, which will be indirectly paid by the Fund. As a result, your cost of investing in the Fund will be higher than the cost of investing directly in ETFs and may be higher than other mutual funds that invest directly in stocks and bonds. ETFs are listed on national stock exchanges and are traded like stocks listed on an exchange. Model and Data Risk: Given the complexity of the investments and strategies of the Fund, the adviser relies heavily on quantitative models and information and data both proprietary as well as supplied by third parties (“Models and Data”). Models and Data are used to rank securities and derivatives, provide risk management insights, and to assist in managing the Fund’s investments.

You are being re-directed to the IDX Shares website, which consists of materials for U.S. ETFs, and are not suitable for all investors. Please note that the IDX Shares website is subject to rules and regulations that may differ significantly from those to which the IDXFunds.com website is subject and may not be appropriate for use by residents in all jurisdictions. Your access to and use of the IDX Shares website site will be subject to the applicable Terms of Use posted on the site.