Wallace Finance

Take full control of the market. Modify ETFs, customize indexes, and build personalized strategies in seconds. Lose the one-size-fits-all funds and investment managers; Wallace gives you the power of Wall Street in your pocket to manage the market your way. Start with a market index or ETF and customize with just a tap. Don't like the weights? Modify them with a slider. Hate a company? Exclude it completely. Wallace gives you the tools to be your own investment manager in a simple, intuitive app. Use our patent-pending AI Strategy Builder, Ask Wallace, to create a custom investing strategy around any idea. Take advantage of market swings, capitalize on geopolitical shifts, and invest in the next big wave... all with Just a Thought. You have the idea, Wallace handles the rest. General Disclaimer: Wallace Finance Co. (“Wallace”) is an SEC registered investment adviser. By using this website and mobile application, you accept our Terms of Use and our Privacy Policy. Wallace’s investment advisory services are available only to residents of the United States. Nothing on this website should be considered an offer, recommendation, solicitation of an offer, or advice to buy or sell any security. The information provided herein is for informational and general educational purposes only and is not investment or financial advice. Additionally, Wallace does not provide tax advice and investors are encouraged to consult with their personal tax advisors. Investment Risk Disclosure All investing involves risk, including the possible loss of money you invest, and past performance does not guarantee future performance. Any historical returns, expected returns or probability projections are hypothetical in nature and may not reflect actual future performance. A balanced portfolio requires different investment strategies which Wallace does not individually recommend. Investment strategies and allocations are selected by Wallace clients. Wallace does not have discretion to invest client funds on their behalf. Brokerage Services & Fees Brokerage services will be provided to Wallace clients through Alpaca Securities, LLC (“Alpaca”) which is an SEC-registered broker-dealers and members FINRA/SIPC. Securities in your account are protected up to $500,000. For details, please see www.sipc.org. Although trading occurs free of commission, relevant SEC & FINRA fees may apply. Please visit Commissions and Fees for our full fee schedule. Platform Services Software platform services will be provided by Wallace through its mobile and web software application configured to assist Wallace clients in structuring of investing strategies and the automatic purchases of securities. Included in the Wallace platform are patent pending allocation systems and AI-enabled research and structuring tools. Contact Information Any investment advisor, trade related, brokerage questions, or questions regarding the functionality or use of the Wallace platform shall be communicated to [email protected]. Illustrative Content Disclosure All corporate logos and prices are for illustrative purposes only and are not a recommendation, an offer to sell, or a solicitation of an offer to buy any security.