Ursa Invest 3.6

Welcome to the premium experience of AI-managed stock portfolios!

Ursa offers personalized stock portfolios built and actively managed by artificial intelligence. Consider Ursa as your AI investment advisor, providing personalized portfolios through an AI recommendation engine, insightful research, and daily updates to enhance your understanding of your investments.

AI Recommendation Engine:
Our AI recommendation engine drives your investment portfolio. Create a strategy, and our AI will suggest stocks to customize your portfolio. Let it handle the management by finding new stocks, adjusting diversification, and rebalancing for optimal performance.

Backed by Humans:
Rest assured that while our AI manages your portfolio, it is supported by our dedicated human team. They spend hours enhancing the algorithm, conducting stock research, and assessing market trends, ensuring your investments receive a personalized touch.

AI Portfolio Assistant Chatbot:
Stay informed with daily news and insights about your portfolio. Have questions? Our AI portfolio assistant is available 24/7 to provide answers, making understanding and managing your portfolio seamless.

Easy Investment Process:
1) Develop a Strategy
2) Personalize a Portfolio
3) Open an Account
4) Build Wealth

• Features:
• Recommendation engine aligns you with suggested stocks
• Ongoing automated portfolio management driven by AI
• Benefit from human-based proprietary stock research
• Customizable portfolio strategy development
• Track progress and build wealth efficiently
• Stay updated with digestible research and daily market insights

Data Security:
To ensure data security, we implement bank-grade 256-bit SSL encryption and securely store data with a SOC 2 compliant third-party expert.

Learn more at www.ursavest.com!
Questions? Contact us at [email protected].

Ursa Technologies, Inc. (“Ursa Technologies”) provides software-based portfolio management services through its subsidiary Ursa Financial, LLC (“Ursa Financial”), an SEC-registered investment adviser. Ursa Technologies and Ursa Financial are collectively referred to as Ursa.

Ursa Financial’s advisory services are available to U.S. residents and in registered jurisdictions. This content is for informational purposes only and not an offer or advice for buying or selling securities. Past performance does not guarantee future results. Historical returns are hypothetical and may not reflect future performance.

The content is informative and doesn't fully describe Ursa Financial’s services. Refer to Ursa Financial’s Program Brochure for details. Certain investments may not be suitable for all investors. Consider your objectives before investing with Ursa Financial due to varying returns over time.

Brokerage services are provided to Ursa Financial users by DriveWealth, LLC, a brokerage registered with the SEC and member FINRA/SIPC.