PathWise is a Registered Investment Adviser. Advisory services are only offered to clients or prospective clients where PathWise and its representatives are properly licensed or exempt from licensure. This website is solely for informational purposes. Past performance is no guarantee of future returns. Investing involves risk and possible loss of principal capital. No advice may be rendered by PathWise unless a client service agreement is in place.

Email Disclosures

PathWise often communicates with its clients and prospective clients through email and other electronic means. Your privacy and security are very important to us. PathWise makes every effort to ensure that email communications do not contain sensitive information. We remind our clients and others not to send PathWise private information over email. If you have sensitive data to deliver, we can provide secure means for such delivery.

Please note: PathWise does not accept trading or money movement instructions via email.

As a registered investment advisor, PathWise emails are subject to inspection by the Chief Compliance Officer of PathWise and the securities regulators.

If you have received an email from PathWise in error, we ask that you contact the sender and destroy the email and its contents.

If you have any questions regarding our email policies, please Contact Us.

Social Websites

PathWise may utilize third-party websites that include social media websites, blogs and other interactive content. PathWise considers all interactions with clients, prospective clients and the general public on these sites to be advertisements under the securities regulations. As such, PathWise may retain a copy of information that PathWise or third-parties may contribute to such sites. This information is subject to review and inspection by the CCO of PathWise or the securities regulators.

Information provides on these sites is for informational and/or educational purposes only and is not, in any way, to be considered investment advice nor a recommendation of any investment product. Advice may only be provided by PathWise’s advisory persons after entering into an advisory agreement and provided PathWise with all requested information about your background.

By accessing this webpage you acknowledge the following:

  • We may use Google’s DoubleClick cookies for Remarketing, Google Display Network Impression Reporting, the DoubleClick Campaign Manager Integration, or Google Analytics Demographics and Interest Reporting.
  • We use data from Google’s Interest-based advertising or 3rd-party audience data (such as age, gender, and interests) with Google Analytics.

Please note that using the Ads Settings, users can opt-out of Google Analytics for Display Advertising and customize Google Network Ads.

If you have any questions regarding our social media policies, please Contact Us.