Does this change if I contact you?

No. Correspondence with us is not advice either, and we will not give personal recommendations. If a conversation strays there, we will point you to a licensed adviser.

Do you plan to become licensed?

If that changes, this page changes with it and will say so explicitly. Until then, treat everything here as general information.

Disclaimer

SofinWave is not a licensed investment adviser and does not provide investment advice, portfolio management, or brokerage services. Everything here describes our own process and is published for general information only. Read this page before relying on anything else here.

No advice, no recommendation

Nothing on this site is a recommendation to buy, sell, or hold any asset. Content describes decisions we made with our own money, for our own reasons, under our own circumstances. It is not tailored to you and cannot be — we do not know your finances, obligations, tax position, time horizon, or tolerance for loss.

Not licensed

SofinWave holds no investment advisory, portfolio management, or brokerage licence in any jurisdiction. We do not manage, pool, or accept client capital. If you want advice on your situation, consult an adviser licensed where you live.

No guarantees, and real risk of loss

Investing carries risk, including the loss of the entire amount invested. Past performance — ours or anyone's — does not predict future results. Any figures, models, or tool outputs on this site rest on assumptions that may be wrong, and are provided without any warranty as to accuracy or completeness.

Positions and conflicts

We may hold positions in assets discussed here, and those positions may change at any time without the content being updated. Where we have a material interest or commercial relationship relevant to a piece, we disclose it on that piece.

Your decisions are yours

You are responsible for your own investment decisions and for verifying anything here before acting on it. SofinWave accepts no liability for any loss arising from use of this site, to the fullest extent permitted by law.

Frequently asked questions

Does this change if I contact you?: No. Correspondence with us is not advice either, and we will not give personal recommendations. If a conversation strays there, we will point you to a licensed adviser.
Do you plan to become licensed?: If that changes, this page changes with it and will say so explicitly. Until then, treat everything here as general information.

Questions about this?

If anything here is unclear, ask — we would rather answer than have you assume.

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