Our firm utilizes algorithms and AI technology to help structure and allocate investment strategies based on set user parameters. We are committed to continuously improving our technology to serve you better. However, it is crucial that you understand the potential implications of these improvements and the inherent limitations of algorithmic and AI augmented investment structuring.
We may periodically update, modify, or enhance the structure of these technologies and the code that helps structure investment strategies. These changes may materially affect your investment strategies, including adjustments to asset allocation, changes in security selection criteria, modifications to rebalancing frequency or thresholds, and updates to data selection and assessment. Such changes could potentially result in increased trading activity in your account, shifts in sector or geographic exposures, and alterations to the types of securities held in your investment strategies. While we strive to improve our services, there is no guarantee that these changes will result in better performance or reduced risk for your specific portfolio.
It's important to understand that our algorithms rely on historical data and statistical models to make predictions and decisions. These models may not always account for unprecedented market conditions or changes in economic environments, which could lead to incorrect assessments or suboptimal investment strategy structuring. Additionally, while our technologies are designed to make decisions based on patterns and trends, they may not respond appropriately during times of heightened market volatility or unexpected events, potentially resulting in losses or missed opportunities during turbulent market conditions. There is also a risk that our algorithms may become too focused on historical data, leading to situations where the model performs well on past data but fails to predict future market movements accurately, resulting in strategies that do not adapt well to changing market conditions.
Furthermore, while our algorithms can process data quickly and without emotion, they lack the nuanced judgment that human investment professionals can apply in complex or unprecedented situations. This reliance on purely technology-driven structuring may not fully capture factors like geopolitical risk, regulatory changes, or other qualitative considerations that could impact investment performance. It's also important to note that our algorithmic and AI-augmented investment process is dependent on multiple technologies, including software and hardware infrastructure. Any malfunction, glitch, or cyberattack could cause unexpected disruptions or errors in investment structuring, potentially impacting your portfolio.
We may not provide advance notice of specific technological changes, as these are considered proprietary. However, our investment team regularly reviews and oversees the performance and
operation of our technologies to ensure that they align with our investment philosophy and your stated objectives. We encourage you to regularly review your investment objectives and risk tolerance, and to contact us if you have any questions or concerns about your investment strategies or our algorithmic and AI-augmented processes.
By continuing to use our robo-advisory services, you acknowledge and accept that changes to our algorithms, AI systems, data structuring, technologies, and code may occur and could have a material impact on your investment strategies. You also acknowledge the inherent limitations and risks associated with these types of technologies.
