Wade Investments LLC provides this website as an "information" resource. The information presented is not intended as an endorsement for any product or service. We use information that we have compiled from internal and external sources, which we believe to be reliable. However, this information may not be entirely accurate, complete or remained up-to-date since its initial posting. It is your responsibility to evaluate the accuracy, completeness or usefulness of any information posted on FundPolice. Wade Investments LLC is not responsible for losses of any kind that result from using this information. The opinions expressed on this website are those of Wade Investments LLC. The staff of Fund Police prepares the news capsule summaries based on reports published by the news sources to which they are attributed. Those news sources are not associated with FundPolice, and have not prepared, sponsored, endorsed, or approved these summaries.
Goal of Accuracy for News - Unbiased It is our intent to provide accurate reporting of what has and is happening with the regulatory investigations taking place with various mutual fund, insurance, brokerage and investment companies. If we have made an error in reporting, we apologize in advance and if presented with more accurate information will update the site immediately.
Editorial Opinion-Biased While our goal for reporting the news is to remain unbiased, the editorial opinion and ratings we provide on any listed company in our database is biased based upon our opinion-that is what an opinion is! While some may differ with our opinion, others will agree. We receive no compensation to provide our opinion for ANY source. Our bias at FundPolice is that if you own an investment from a company that has gotten into trouble with regulators you should: a) at a minimum be made aware of the issue and b) should strongly consider whether or not this company deserves to keep your money. We recognize in advance that the companies we list and provide less than favorable ratings won't like our conclusions-this is simply too bad and we will not be influenced by any strong arming tactics that the lawyers of any such firm attempt on us. As a matter of fact, FundPolice has a dedicated portion of our budget reserved for publicizing any such attacks on our website brought about by financial conglomerates that have a problem with free speech and desire to keep the public uninformed about their status with regulators. In other words, fund company lawyers beware: attempt to squelch free speech and risk more negative publicity surrounding the firm you represent.
Wade Folios Disclosure wadefinancialgroup.com was developed by Wade Investments LLC (WI), Minneapolis, Minnesota. WI is a Registered Investment Advisor registered with the Securities and Exchange Commission (SEC). WI offers financial advisory services to clients only after provision of our SEC required Disclosure Statement (ADV Part II), and upon completion and signing of our Advisory Agreement(s). This web site is neither an offer of service nor a recommendation of specific financial advice to any particular individual. Our SEC ADV Part II Disclosure Statement contains essential information about our qualifications, methods, fees and business practices. An investor should always obtain and read the ADV Part II when considering employing an investment advisor. You may request a copy of the WI ADV Part II by e-mail. WI works with investors across the U.S.A.
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