Solist Financial, LLC (“Solist Financial”) is a Registered Investment Advisor (“RIA”) located in the State of [Insert Your State]. Solist Financial provides investment advisory and related services to clients nationwide. Solist Financial will maintain all applicable registrations and licenses as required by the various states in which it conducts business. Solist Financial renders individualized responses to persons in a particular state only after complying with all regulatory requirements or pursuant to an applicable state exemption or exclusion. Solist Financial and its employees do not provide legal, accounting, or tax advice.
Please read these terms and conditions of use (“Terms”) carefully before using the website located at https://solistfinancial.com (“Website”) or any of the information or services provided by Solist Financial, LLC (collectively “Solist Financial”, “we”, “our”, “us”) in connection with the Website. By using the Website, you acknowledge that you have read and understood these Terms and agree to be legally bound by them. If you do not agree to these Terms, you are not authorized to use the Website or any services provided by Solist Financial and should discontinue use immediately. “You” and “your” refer to you and any entity you may represent.
Solist Financial reserves the right to change, modify, add, or remove portions of these Terms at any time. We encourage you to review these Terms periodically. Changes become effective immediately upon posting. Continued use of the Website following any changes constitutes acceptance of those changes.
These Terms were last updated on [Insert Date].
All investments carry risk. No strategy can guarantee success or prevent loss. Future performance of any investment or strategy may differ from past results.
Asset allocation strategies are used to manage risk and enhance returns, but do not assure a profit or prevent loss. Performance is dependent on the success of the underlying investments.
The content on this website is intended for informational purposes only and does not constitute investment advice. It is designed to explain our philosophy and services and encourage potential clients to contact us for personalized guidance.
Information on this site is based on sources believed to be reliable, but Solist Financial makes no guarantees as to its accuracy or completeness. Always consult a professional before acting on financial information.
You are responsible for informing Solist Financial in writing of any changes in your financial situation or investment objectives, and for requesting revisions to your investment plan or service restrictions.
Solist Financial provides all prospective clients with our Form ADV, Part 2A (Disclosure Brochure), Form ADV Part 2B (Brochure Supplement), and Form ADV Part 3 (Client Relationship Summary or Form CRS). These are available on the SEC website at http://adviserinfo.sec.gov or by contacting us at info@solistfinancial.com.
Solist Financial is committed to protecting the privacy of our clients (“you”). We do not collect non-public personal information through this website. However, we may collect such information through applications, agreements, and other documents in connection with our services, as well as from third-party sources.
We do not respond to “Do Not Track” browser requests as we do not track users across third-party websites for advertising purposes. However, we may track user behavior within our website to improve performance and usability.
We may use cookies or similar technologies to collect information about how users interact with our website, including page views, time spent, and device/browser type. You can control or delete cookies through your browser settings, but doing so may impact your experience.
Third-party links on our website may lead to unaffiliated websites that collect personal information. Solist Financial is not responsible for the privacy practices of these external sites.
To request a copy of our Privacy Policy, please contact us at info@solistfinancial.com.
Solist Financial regularly communicates with clients and prospects via email. We take precautions to avoid sending sensitive information via email and advise you not to send private data through unsecured email channels. Secure options are available upon request.
Trading instructions and money movement requests are not accepted via email.
As a registered investment advisor, Solist Financial’s email communications may be subject to review by our Chief Compliance Officer (“CCO”) or regulatory bodies.
If you receive an email from Solist Financial in error, please notify the sender and delete the email and its contents.
Questions about our email policies? Contact us at info@solistfinancial.com.
Solist Financial may engage with clients and the public via third-party platforms, including social media, blogs, or interactive forums. All such content is considered advertising and may be archived and reviewed under applicable securities regulations.
Any content provided through these platforms is for informational or educational purposes only and should not be considered investment advice. Formal advice is only given through an advisory agreement and upon full disclosure of your personal financial information.
Questions? Contact us at info@solistfinancial.com.