Frequently Asked Questions

Tradologist is a specialist fund management firm. We manage client funds using systematic, rules-based strategies across multiple asset classes.

In your own brokerage account, held in your name at a regulated partner broker. Tradologist never takes custody of your funds - we hold trading authority only. Because your assets never sit on our books, they are completely separate from the firm. Even in the unlikely event something happened to Tradologist, your money and positions remain yours, at your broker.

Client funds are held only at regulated brokers, in segregated accounts in your name. Tradologist's own registrations and licences are listed on our Disclosures page.

Our team operates globally, with primary offices in [location - to confirm]. Client accounts are held with internationally regulated brokers.

Our minimum investment is [$25,000 USD] (or equivalent). This threshold ensures we can apply our full strategy with appropriate position sizing and risk management.

We trade across currencies (forex), equities, commodities, and indices. The allocation depends on your risk profile and the prevailing market environment.

Yes. Your money is in your own brokerage account and you can withdraw it at any time, subject to standard settlement periods (typically T+2). We have no lock-in periods.

No. We handle all trading decisions. You simply need to open a brokerage account, sign the LPOA mandate, and fund your account. We take care of the rest.

A management fee on assets under management, plus a performance fee on net new profit with High-Water Mark protection. Full breakdown on the Fees page.

Management fees are charged quarterly. Performance fees apply only when your portfolio reaches a new high.

No. The fees listed on the Fees page are the only fees you pay to Tradologist.

A monthly performance statement, first week of every month. A quarterly review call. A yearly audited statement. Direct access to your account manager

No. We believe a specialist relationship is more valuable than a dashboard. You get a real person, real reports, and real accountability not another login.

Yes. All investing carries risk, including loss of principal. No strategy can prevent losses. We focus on disciplined risk management - not the elimination of risk, which is impossible.

We don't guarantee returns. Anyone who does isn't a specialist. We commit to a disciplined method, transparent reporting, and a capital-preservation-first approach. Past performance, where disclosed, is not indicative of future results.

No performance fee is charged on losses. The High-Water Mark means you only ever pay performance fees on genuinely new profit - never on a recovery.

Withdraw at any time. A short notice period may apply to close open positions in an orderly way. No exit fee.

Tell us. The quarterly review exists for exactly this conversation. If we can't justify our approach to you, we shouldn't be managing your money.