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Client Access | US CA

Regulatory Documentation for US residents and those with US situs accounts

Sartorial Wealth Legal Disclaimer & Privacy Policy

Sartorial Wealth is a Registered Investment Adviser. Advisory services are offered only to clients or prospective clients where Sartorial Wealth and its representatives are properly licensed or exempt from licensure. This website is for informational purposes only. Past performance is not indicative of future results, and investing involves risks, including possible loss of principal. Sartorial Wealth can only provide investment advice after establishing a client service agreement.

Confidentiality of Personal Information

We value your privacy and may collect personal information such as your name, address, email, phone number, and company when you visit our website. Additionally, we collect data on website usage, including unique visits, referring URLs, repeat visits, and page views. This data, which is based on IP addresses and not linked to your personal information, is handled as confidential and protected in line with our Privacy Policy. We are committed to safeguarding any information submitted through our website or surveys.

Privacy Policy Notice

To review our full privacy policy, please Click Here

Use of Reviews or Testimonials

Most individuals providing reviews or testimonials were not clients of Sartorial Wealth when they offered their feedback; some later became clients. No individual has received compensation for their review. In cases where we request client reviews, all clients are invited to participate equally through email communication.

Children

This website is not directed toward individuals under 18, and we do not knowingly collect personal information from children.

External Links

This website may contain links to other sites. By clicking on these links, you will be leaving our site. Please note that Sartorial Wealth is not responsible for the privacy practices or content of external sites, and we encourage users to review the privacy policies of any website that collects personal information. Our Privacy Policy applies solely to data collected on our site. We do not guarantee the accuracy or completeness of information on external sites and are not liable for any technical or system issues, or the consequences thereof, resulting from your access to third-party resources through our website.

Cookies

Our website may use cookies to track site usage patterns. Cookies are small data files stored on your computer, helping customize and improve user experience by remembering preferences. Cookies are not linked to personally identifiable information. We cannot be responsible for the privacy policies of any advertisers or vendors who may use their own cookies or tracking technology.

Website Content and Articles

The content on this website reflects the personal opinions and views of Sartorial Wealth team members and should not be taken as a description of advisory services or client performance. The information is subject to change without notice and is not investment advice, nor is it a recommendation for any security or strategy. Sartorial Wealth manages client accounts using various investment techniques not necessarily discussed here. Investment in securities carries risk, including the potential loss of capital, and past performance is no assurance of future results. For personalized tax advice, consult a tax professional.

Legal Disclaimer

This website does not make express or implied warranties about the accuracy, completeness, or timeliness of information provided. Sartorial Wealth accepts no liability for errors, omissions, or reliance on any information on this site. Information on this site does not constitute professional advice. Sartorial Wealth is not liable for any investment decisions or actions taken by users or third parties based on site content without an advisory agreement.

Social Media Disclaimer

Sartorial Wealth Inc. is a registered Portfolio Manager in Canada in the provinces of Ontario, Quebec, Alberta, British Columbia, Northwest Territories, Nova Scotia, Saskatchewan, New Brunswick, and Newfoundland and Labrador, and a U.S. Securities and Exchange Commission (“SEC”) registered investment adviser.

The information provided on this social media channel is for informational and educational purposes only and should not be construed as investment, legal, tax, insurance, or financial advice. Nothing posted here constitutes an offer to sell or a solicitation of an offer to buy any securities or investment advisory services.

Investment advisory services are only offered to clients or prospective clients where Sartorial Wealth Inc. and its representatives are properly licensed or exempt from licensing requirements. Insurance products and services are offered through properly licensed representatives in jurisdictions where such services are permitted.

Any opinions expressed are subject to change without notice and may not reflect the views of the firm. Content may include general market commentary and should not be relied upon as a recommendation for any specific investment strategy, security, or product.

Investing involves risk, including the possible loss of principal. Past performance is not indicative of future results.

Social media networks are independent organizations and are not affiliated with Sartorial Wealth Inc. Any links to websites are provided for information purposes only. Sartorial Wealth Inc. does not endorse, authorize or sponsor the following website or its respective sponsors. Sartorial Wealth Inc. is not responsible for the contents of the website or the collection or use of information regarding the website’s users and/or members.

Third-party links, shares, likes, follows, or comments should not be construed as endorsements by Sartorial Wealth Inc. Unless otherwise stated, testimonials or endorsements appearing on this page may not be representative of the experience of all clients and are not guarantees of future performance or success.

Please do not post personal or confidential information through social media. If you would like to discuss your personal financial situation, please contact us directly.