Investment advisory services are provided by Dollarize Inc. (“Dollarize”), an investment adviser registered with the U.S. Securities and Exchange Commission (“SEC”) (CRD# 305285). Registration with the SEC does not imply a certain level of skill or training. The information on this website has not been approved or verified by the United States Securities and Exchange Commission or by any state securities authority.
Brokerage and custodial services for Investment Accounts are provided by Alpaca Securities, LLC (“Alpaca Securities”), an SEC registered broker-dealer and member of The Financial Industry Regulatory Authority, Inc. (“FINRA”) and member of the Securities Investor Protection Corporation (“SIPC”). SIPC protects client accounts against the loss of their securities in the event of the member’s insolvency and liquidation by replacing missing securities and cash up to a maximum of $500,000 per client, including $250,000 for claims for cash. SIPC does not protect you against losses from changes in the market values of your investments. For more information on SIPC coverage, please see the explanatory brochure available at www.sipc.org, or contact SIPC at 202-371-8300.