Legal Disclaimer

FINALYTIX, INC. (“finalytix”) is a financial consulting firm and a non-regulated adviser, which utilizes proprietary software solution platform to assist its clients in managing their investment portfolios and holdings across multiple financial institutions and asset classes.

finalytix’s web site is limited to the dissemination of general information pertaining to its consulting services, together with access to additional investment-related information, publications, and links. Accordingly, the publication of finalytix’s web site on the Internet should not be construed by any consumer and/or prospective client as finalytix’s solicitation to effect, or attempt to effect transactions in securities, or the rendering of personalized investment advice for compensation, over the Internet. Any subsequent, direct communication by finalytix with a prospective client shall be conducted by a representative that is either registered or qualifies for an exemption or exclusion from registration in the country where the prospective client resides.

A copy of finalytix’s current written disclosure statement discussing finalytix’s business operations, services, and fees is available from finalytix upon written request. finalytix does not make any representations or warranties as to the accuracy, timeliness, suitability, completeness, or relevance of any information prepared by any unaffiliated third party, whether linked to finalytix’s web site or incorporated herein, and takes no responsibility therefore. All such information is provided solely for convenience purposes only and all users thereof should be guided accordingly.

Please remember that different types of investments involve varying degrees of risk, and there can be no assurance that the future performance of any specific investment or investment strategy (including those undertaken or recommended by finalytix), will be profitable or equal any historical performance level(s).

Certain portions of finalytix’s web site (i.e. newsletters, articles, commentaries, etc.) may contain a discussion of, and/or provide access to, finalytix’s (and those of other investment and non-investment professionals) positions and/or recommendations as of a specific prior date. Due to various factors, including changing market conditions, such discussion may no longer be reflective of current position(s) and/or recommendation(s). Moreover, no client or prospective client should assume that any such discussion serves as the receipt of, or a substitute for, personalized advice from finalytix, or from any other investment professional.

finalytix is neither an attorney nor an accountant, and no portion of the web site content should be interpreted as legal, accounting or tax advice.

Rankings and/or recognition by unaffiliated rating services and/or publications should not be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results if finalytix is engaged, or continues to be engaged, to provide investment consulting services, nor should it be construed as a current or past endorsement of finalytix by any of its clients. Rankings published by magazines, and others, generally base their selections exclusively on information prepared and/or submitted by the recognized adviser.

Each client and prospective client agrees, as a condition precedent to his/her/its access to finalytix’s web site, to release and hold harmless finalytix, its officers, directors, owners, employees and agents from any and all adverse consequences resulting from any of his/her/its actions and/or omissions which are independent of his/her/its receipt of personalized individual advice from finalytix.

Current Clients

Information relating to individuals specific investments has, generally, been compiled solely by finalytix, has not been independently verified and should be used for informational purposes only. Certain information on this website is provided directly from non-affiliated third party managers and is supplied for informational purposes only. Under no circumstances should information supplied on this site be construed as an offer to sell or a recommendation to invest in any particular product.

Please contact your Relationship Manager at finalytix if their are any changes in your financial situation, investment objectives or if you wish to add or modify any reasonable restrictions to the management or consulting of your account.