Three truths, upfront
Specialists name the risks. Salespeople hide them.
Risk disclosure
Tradologist is a money management service. All investing involves risk, including possible loss of principal. Past performance, where disclosed, is not indicative of future results. No strategy can prevent losses.
The value of investments may go down as well as up. Markets are uncertain. Specific outcomes cannot be guaranteed.
Tradologist is offered only in jurisdictions where managed investment services are permitted. Nothing on this website constitutes investment advice or a solicitation to invest. Please consult a qualified financial advisor before making any investment decision.
Regulatory information
Tradologist operates under a Limited Power of Attorney (LPOA) framework. The LPOA grants us authority solely to place trades within your brokerage account. It does not permit withdrawals, transfers, or any changes to your personal account details.
All client funds are held in segregated accounts at regulated custodian brokers. Tradologist does not hold, pool, or have custody of client money at any time.
Our partner brokers are authorised and regulated by their respective financial regulators. Regulatory protections, including investor compensation schemes where applicable, are provided by the custodian broker - not by Tradologist directly.
This website is for informational purposes only and does not constitute a financial promotion, investment advice, or an offer to buy or sell any financial instrument. Tradologist does not provide tax or legal advice. You should seek independent professional advice before making any investment decision.
-
Investment Management Agreement
-
Risk Disclosure Statement
-
Fee Schedule & High-Water Mark Methodology
-
Best Execution Policy
-
Privacy & Data Protection Policy
-
Conflicts of Interest Policy
Complaints
If you have a complaint about our services, contact us at complaints@tradologist.com
We aim to acknowledge all complaints within [X] business days. If you are not satisfied with our response, you may escalate to [regulatory body / ombudsman].