Disclosures
Important Information
WiseMint™ is not a registered investment advisor, broker-dealer, or financial planning service. We do not provide investment advice, recommendations, or other financial planning services.
Our Service
WiseMint™ provides independent, third-party analysis and verification of investment portfolio performance. Our service is purely analytical and informational in nature. We do not:
- Manage investment portfolios
- Make investment recommendations
- Provide financial planning services
- Execute trades or transactions
- Hold or have custody of client assets
Performance Analysis
Our performance analysis and reporting services are designed to provide objective, third-party verification of your portfolio's performance. While we strive for accuracy in our analysis, we rely on data from third-party sources and cannot guarantee the accuracy of this information.
Not Financial Advice
The information provided through our service should not be construed as financial advice. Any decisions about your investments should be made in consultation with qualified financial professionals who can provide personalized advice based on your individual circumstances.
Risk Disclosure
All investments carry risk, including the potential loss of principal. Past performance does not guarantee future results. The analysis we provide of historical performance should not be used to predict future returns.
Third-Party Information
Our service relies on data from various third-party sources. While we make efforts to verify the accuracy of this information, we cannot guarantee its completeness, timeliness, or accuracy.
Regulatory Status
WiseMint™ is not registered with the Securities and Exchange Commission (SEC) or any state securities regulator. We are not required to register as an investment advisor because we do not provide investment advice or recommendations.
