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Disclosure


The information contained in this website may be considered advertising under Rule 275.206(4)-1 of the Investment Advisers Act of 1940.

No documents, methodologies, charts, or graphs contained in this website should be construed by the reader as a device whose purpose is to determine which securities to buy or sell, or when to buy or sell them. Investing in the stock markets involves the risk of loss, and any information provided within this website acknowledges the limitations and difficulties of stock market investments.

Except as expressly set forth herein, the information contained on this website is not an offer to sell or a solicitation to buy any security or service from Wahdy Capital. No security or service is offered or will be sold by Wahdy Capital in any jurisdiction in which such offer or solicitation, purchase, or sale would be unlawful under the securities or other laws of such jurisdiction. Some products or services may not be available in all jurisdictions.

Wahdy Capital is not affiliated or owned in whole or part by any other investment or brokerage firm, or any other firm or company.

Terms of use


Wahdy Capital is a registered investment advisory firm comprised of a team of financial professionals whose goal is to work with clients to achieve their investment and retirement goals. The Wahdy Capital website serves as a resource for both visitors and existing clients to access news and information about Wahdy Capital. Visitors to this website acknowledge that the information contained herein does not provide a warranty or necessarily imply the suitability of Wahdy Capital’s services for their investment needs. Such suitability of such services can only be determined through direct contact with authorized employees of Wahdy Capital.

This website is owned and operated by Wahdy Capital. No materials from this website may be reproduced, republished, posted, or distributed in any way, without the prior permission of Wahdy Capital. You may download or print material displayed on this website for your use only. Wahdy Capital does not warrant or represent that your use of materials displayed on this website will not infringe upon the rights of third parties. Those who choose to access this website do so on their own initiative.

Wahdy Capital and any logos, service marks, page headers, button icons, and scripts contained in this website are trademarks or trade dress of Wahdy Capital. Wahdy Capital’s name, trademarks or trade dress may not be used without the prior permission of Wahdy Capital. All other trademarks, icons, and links that appear on this site are the property of their respective owners.

Any information that you transmit to Wahdy Capital via this website, by electronic mail or otherwise, including data, questions, comments, or suggestions will be treated as non-confidential and non-proprietary and will become the property of Wahdy Capital, except to the extent that this information is considered nonpublic personal information, subject to the disclosure rules of Regulation S-P and Wahdy Capital’s privacy policy.

This website may contain links to other websites which are not maintained by Wahdy Capital. Wahdy Capital is not responsible for the content of those websites. The inclusion of any link to such websites does not imply approval or endorsement by Wahdy Capital of the websites or the information contained within.

You may not use any device, software, or routine, including but not limited to any viruses, trojan horses, or worms, intended to damage or interfere with the proper working of the Wahdy Capital website. You may not take any action which imposes an unreasonable or disproportionately large load on our website, including but not limited to denial of service attacks, “spam:”, or any other unsolicited overload technique.

Privacy Policy


POLICY STATEMENT ON PRIVACY AND SECURITY

Wahdy Capital (WCM) does not disclose, and does not reserve the right to disclose, any nonpublic personal information about our customers or former customers to anyone, except as required by law. At WCM, we will use the term client when we establish a customer relationship with you.

COLLECTING AND SHARING INFORMATION

In the course of providing advisory services, WCM acquires information about you, both from you and from other sources. Categories of nonpublic personal information that WCM collects includes information we receive from you on applications or other forms, and information about your transactions with WCM and non-affiliated third parties. For example, you give us your social security number, date of birth, and other such facts. A broker or bank with which we transact business on your behalf may give us such information as account numbers, start date of accounts, and details of specific transactions. Other possible sources of information are the attorneys and accountants you may ask us to contact.

WCM does not disclose such information to anyone, except as required by law.

 

SAFEGUARDS

We restrict access to nonpublic personal information about you to those WCM employees and permitted parties necessary to provide our services to you. We maintain physical, electronic, and procedural safeguards that comply with federal standards to guard your nonpublic personal information.