Legal
Disclosures and notices.
The information provided by Equalize is general in nature and is intended only for persons who may lawfully receive it.
Risk disclosure
Information should not be treated as investment, legal, tax, accounting, or regulatory advice.
- Financial markets may be volatile and may experience periods of reduced liquidity.
- Trading may involve securities, futures, derivatives, short exposure, leverage, or collateral arrangements where permitted.
- Model, data, execution, operational, broker, custodian, administrator, banking, and technology risks may result in losses.
- Laws, regulations, market structure, tax treatment, and service-provider terms may change and affect investment activities.
- Past performance, backtests, simulations, projections, or examples are not reliable indicators of future results.
No offer or solicitation
Nothing on this site constitutes an offer, invitation, recommendation, or solicitation to buy or sell any security, investment product, managed account service, or discretionary portfolio management service.
Independent review
Any person considering any relationship with Equalize should review the relevant definitive documents and consult independent professional advisers before making a decision.
Privacy notice
Equalize handles personal and business information for legitimate business, compliance, operational, and security purposes.
Information handled
Information may include names, roles, organization details, correspondence, suitability or due diligence information, technical usage data, and records required for legal or regulatory purposes.
Use and sharing
Information may be used to assess and manage relationships, operate internal systems, satisfy legal and regulatory obligations, maintain security, coordinate with service providers, and keep appropriate records. Equalize may share information with professional advisers, administrators, technology providers, compliance providers, financial institutions, or regulators where appropriate or required.
Terms of use
Site content is provided for general information only. Use of the site does not create an advisory, fiduciary, client, investor, or other business relationship with Equalize.
No reliance
Content may be incomplete, may change without notice, and should not be relied upon as investment, legal, tax, accounting, or regulatory advice.
Intellectual property
Equalize owns or licenses the site content, design, names, marks, and materials unless otherwise stated. They may not be copied, distributed, or reused without written permission.