Terms of Service

Last updated: 9/2/2025

Agreement to Terms

By accessing or using the services of Forgepoint Investment Management, LLC ("Company," "we," "us," or "our"), you agree to be bound by these Terms of Service ("Terms"). If you do not agree to these Terms, please do not use our services.

Services

Forgepoint Investment Management provides business and investment consulting and management services for businesses and individuals. Our services include but are not limited to:

  • Back-office management services
  • Administrative support
  • Accounting and finance services
  • HR administration
  • IT and systems support
  • Compliance and risk management
  • Other business consulting services

Client Responsibilities

As a client, you agree to:

  • Provide accurate and complete information
  • Cooperate with our reasonable requests for information
  • Pay for services as agreed
  • Maintain confidentiality of any proprietary information shared
  • Use our services only for lawful purposes

Fees and Payment

Fees for our services will be outlined in a separate agreement or statement of work. Payment terms will be specified in the relevant service agreement. Late payments may incur additional charges.

Confidentiality

Both parties agree to maintain the confidentiality of any proprietary or sensitive information shared during the course of the business relationship. This obligation survives the termination of these Terms.

Intellectual Property

All content, materials, and intellectual property created by Forgepoint Investment Management remain our property unless otherwise agreed in writing. Clients retain ownership of their pre-existing intellectual property.

Limitation of Liability

To the maximum extent permitted by law, Forgepoint Investment Management shall not be liable for any indirect, incidental, special, consequential, or punitive damages arising out of or related to our services.

Indemnification

You agree to indemnify and hold harmless Forgepoint Investment Management, its officers, directors, employees, and agents from any claims, damages, or expenses arising from your use of our services or violation of these Terms.

Termination

Either party may terminate the service relationship with written notice as specified in the service agreement. Upon termination, all outstanding fees become immediately due and payable.

Governing Law

These Terms shall be governed by and construed in accordance with the laws of Wyoming, without regard to its conflict of law provisions.

Changes to Terms

We reserve the right to modify these Terms at any time. We will notify clients of any material changes. Continued use of our services after changes constitutes acceptance of the modified Terms.

Contact Information

For questions about these Terms, please contact us at:

Forgepoint Investment Management, LLC
Email: info@forgepointmgmt.com
Address: 30 N Gould St STE R, Sheridan, WY 82801