1. Our Role
Patrick Senguin Advisory (“PSA”) serves as a personal investment liaison, providing information, general investment discussions, and introductions to independent third-party investment providers.
Legal Disclosures
Legal Disclosures
Important information about Patrick Senguin Advisory and our services.
2. No Investment Management or Custody
PSA does not hold client funds, execute trades, provide portfolio management, or offer investment products. All investment accounts, transactions, and related services are handled directly by the third-party provider under its own terms and agreements.
3. Investment Risk
All investments involve risk, including the potential loss of principal. Past performance is not a guarantee of future results. You should carefully consider your financial situation, investment objectives, and risk tolerance before investing with any provider.
4. Third-Party Providers
Investment services are provided by independent, third-party companies. Each provider has its own registration, licensing, regulatory obligations, and client agreements. PSA is not responsible for the policies, actions, or performance of any third-party provider.
5. Compensation
PSA may receive a referral fee, introduction commission, or other compensation from certain investment providers for client introductions. This does not create an additional cost to you and does not influence our commitment to provide transparent and client-focused support.
6. Regulatory Status
Patrick Senguin Advisory is an independent advisory and client relationship service and is not a registered investment adviser, broker-dealer, or financial institution. We do not provide personalized financial, tax, or legal advice. Please consult a qualified professional for advice specific to your circumstances.