Waldo.ai, Inc. ("Waldo") is registered with the U.S. Securities and Exchange Commission as an Investment Adviser. Registration does not imply a certain level of skill or training. This website is for informational purposes only, is intended solely for U.S. accredited investors, and does not constitute an offer to sell or a solicitation of an offer to buy any securities. Past performance is not indicative of future results. Please see our Full Disclosures and Form ADV for more information.
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The material on this website is for informational purposes only. It should not be construed as investment, tax, legal, or other advice. Nothing contained herein constitutes an offer to sell or a solicitation of an offer to purchase any securities, or a recommendation regarding any investment strategy or product.

Any securities or investment opportunities will be offered only by means of formal offering materials, which describe the significant terms, risks, and conditions of such investments.

Past performance is not indicative of future results. There can be no assurance that any investment will achieve its objectives or avoid substantial losses. Any projections, estimates, or forward-looking statements are speculative in nature, are based on certain assumptions, and are subject to change without notice.

This information contains certain “forward-looking statements,” which 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 the depicted 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 operations that could cause actual results to differ materially from projected results.


Your use of this site, or communication with the Firm through this site, does not create an advisory relationship between you and the Firm. Do not send confidential information via this website or through email, as such communications may not be secure.

* Promotional program offer details are subject to change. Program details are provided to potential clients prior to the signing of the Investment Management Agreement. For more information, please read our Full Disclosures here.
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* Excess SIPC insurance is provided by Waldo's custodian partner Alpaca Securities LLC ("Alpaca") via the purchase, by Alpaca, of an additional insurance policy through Lloyd's of London to supplement SIPC protection known as Excess SIPC Coverage. The terms, limitations and conditions of the excess SIPC program, offered by Alpaca can be found at https://www.alpaca.markets.

Additional information about the Firm, including its Form ADV filings, is available on the SEC’s Investment Adviser Public Disclosure (“IAPD”) website at https://adviserinfo.sec.gov

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The Firm does not collect personal information from visitors to this website unless voluntarily provided. The Firm does not sell or share personal information with non-affiliated third parties, except as required by law.

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By using this website, you acknowledge that you have read and understand our Terms and Privacy Policy. You should consult with a qualified financial professional before making any investment decisions.If you have any questions, please contact us at support@waldo.ai