Important Disclosures

This site may provide, or third parties may provide, links to other websites or resources. The firm has no control over such sites and resources, is not responsible for their availability, and does not endorse and is not responsible or liable for any content, advertising, products, or other materials on or available from them. We shall not be responsible or liable, directly or indirectly, for any damage or loss caused or alleged to be caused by or in connection with use of such sites or resources. Your use of such sites or resources shall be subject to the terms and conditions set forth by them.

The firm makes no representations or warranties as to the accuracy, timeliness, suitability, completeness, or relevance of any information prepared by any unaffiliated third party, whether linked to the Website or incorporated therein. All such information is provided solely for convenience and all users should be guided accordingly.

Past performance may not be indicative of future results. Therefore, no current or prospective client should assume that the future performance of any specific investment, investment strategy (including the investments and/or investment strategies recommended and/or purchased by adviser), or product made reference to directly or indirectly on this Website, or indirectly via link to any unaffiliated third-party Website, will be profitable or equal to corresponding indicated performance levels.

Different types of investments involve varying degrees of risk, and there can be no assurance that any specific investment will either be suitable or profitable for a client's or prospective client's investment portfolio. No client or prospective client should assume that any information presented and/or made available on this Website serves as the receipt of, or a substitute for, personalized individual advice from the adviser or any other investment professional.

Historical performance results for investment indexes categories generally do not reflect the deduction of transaction and/or custodial charges or the deduction of an investment-management fee, the incurrence of which would have the effect of decreasing historical performance results. Intelligent Alpha is neither an attorney nor an accountant, and no portion of the web site content should be interpreted as legal, accounting or tax advice.

Our Use of Social Media

Intelligent Alpha operates its Social Media presence as a convenience and provides them on an "as is, as available" basis with no representations or warranties that these channels will always be accessible, uninterrupted, delivered without delay, always free from errors, or fit for any specific purpose.

Social media posts made by Intelligent Alpha are intended to be for information purposes only. Nothing in any post is intended to be a recommendation or investment advice, and does not constitute a solicitation to buy, sell or hold a security or an investment strategy, and is not provided in a fiduciary capacity. The Firm's comments, opinions and analyses are rendered as of the date of the posting and may change without notice. Reliance upon information in the posting is at the sole discretion of the viewer. Please consult your own professional adviser before investing.

The Firm provides content on social media properties such as LinkedIn and X. The properties enable online sharing and collaboration among users who have registered to use them. Any content you post on any social media properties, such as pictures, information, opinions, or any personal information that you make available to other participants on these social properties, is subject to the terms of use and privacy policy of those properties. Please refer to them to better understand your rights and obligations regarding such content.

This document may contain forward-looking statements relating to the objectives, opportunities, and the future performance of the U.S. market generally. Forward-looking statements may be identified by the use of such words as; "believe", "expect", "anticipate", "should", "planned", "estimated", "potential" and other similar terms. Examples of forward-looking statements include, but are not limited to, estimates with respect to financial condition, results of operations, and success or lack of success of any particular investment strategy. All are subject to various factors, including, but not limited to general and local economic conditions, changing levels of competition within certain industries and markets, changes in interest rates, changes in legislation or regulation, and other economic, competitive, governmental, regulatory and technological factors affecting a portfolio's operations that could cause actual results to differ materially from projected results. Such statements are forward-looking in nature and involve a number of known and unknown risks, uncertainties and other factors, and accordingly, actual results may differ materially from those reflected or contemplated in such forward-looking statements. Prospective investors are cautioned not to place undue reliance on any forward-looking statements or examples. Neither Intelligent Alpha, nor any of its affiliates or principals assumes any obligation to update any forward-looking statements as a result of new information, subsequent events or any other circumstances. All statements made herein speak only as of the date that they were made.

Our Use of AI

The development, adoption, and use for generative AI technologies are still in their early stages and ineffective or inadequate AI development or deployment practices by our Company, or third-party developers or vendors could result in unintended consequences. For example, AI algorithms that we use may be flawed or may be based on datasets that are biased or insufficient. In addition, any latency, disruption, or failure in our AI systems or infrastructure could result in delays or errors in our offerings. Developing, testing, and deploying resource-intensive AI systems may require additional investment and increase our costs.

The development of generative AI technologies is complex, and there are technical challenges associated with achieving the desired level of accuracy, efficiency, and reliability. The algorithms and models utilized in generative AI systems may have limitations, including biases, errors, or inability to handle certain data types or scenarios. Furthermore, there is a risk of system failures, disruptions, or vulnerabilities that could compromise the integrity, security, or privacy of the generated content. Where third-party developers integrate their AI models onto our platform, we will be dependent in part upon their ability to do so effectively. We may not have full control over the quality and performance of third-party providers, and therefore, any unexpected deficiencies or problems arising from these third-party providers may cause significant interruptions in the operation of our platform. The failure of third-party developers to integrate their AI models seamlessly into our platform and/or provide reliable, scalable services may impact the reliability of our platform and harm our reputation and business, results of operations and financial condition.

Our Benchmarks

Additionally, note our benchmark disclosures: Intelligent Alpha's Intelligent Earnings Benchmark (IEB) is an analytical tool designed to evaluate and communicate the comparative performance of AI models on earnings prediction tasks for US listed large-cap companies defined as market capitalization over $10 billion at the time of testing. This benchmark is published for general information and educational purposes only. It does not constitute investment advice, a recommendation to buy or sell any security, or an offer or solicitation with respect to any investment product or service. The Benchmark compares AI model-generated earnings direction predictions against consensus earnings prediction changes across a defined universe of US listed large-cap companies. Results do not represent the performance of any investment portfolio, fund, or client account managed by Intelligent Alpha, and earnings prediction accuracy should not be construed as an indicator of investment returns. The effectiveness of AI models in predicting earnings is limited by access to accurate historical data, tool usage, prompt structure, consistency of harnesses used to control the environment, and other factors. Past benchmark performance is not indicative of future predictive accuracy. This benchmark and all related content do not create an investment advisory, client or fiduciary relationship. Intelligent Alpha's advisory services are provided solely pursuant to a written investment advisory agreement. No person should rely on this benchmark as a substitute for individualized investment advice.