Tiger Wealth Capital - Disclosure Policy

At Tiger Wealth Capital, transparency and accountability are foundational values. We are committed to delivering responsible investment strategies to empower our clients. Our disclosure policy reflects these commitments, ensuring you know our practices regarding investments and financial education.

1. Our Approach to Financial Communication

   Tiger Wealth Capital operates as a firm that prioritizes teaching investors and offering high-quality financial guidance. Unlike some financial firms that prohibit stock ownership by employees, we encourage it. This policy ensures that our team gains first-hand experience in investing, which translates into informed, actionable insights for our clients.

   We believe the best way to create wealth is through long-term stock ownership, and this belief is reflected in the personal investing activity of our team members. Employees of Tiger Wealth Capital not only analyze markets but also actively participate in them. Their involvement is integral to their growth as financial professionals, allowing them to communicate effectively with clients and provide well-rounded advice.

2. Disclosure of Employee Investments

   • When an employee writes about a stock they have an ownership interest in, this will be clearly disclosed at the end of the content.
   • If Tiger Wealth Capital holds a position in a stock that is recommended, we will disclose this information until we cease to hold that position.

3. Employee Trading Restrictions

   To maintain integrity and avoid any potential conflicts of interest, Tiger Wealth Capital employees follow strict trading guidelines:

   • Employees must hold any stock for at least 10 days—no short-term or day trading.
   • No employee may write about a stock two business days before or after buying or selling it.
   • Employees must clear all trades through our compliance team before execution and notify the compliance department of any transaction.

4. Relationships with Investors, Advertisers, and Business Partners

   We maintain partnerships with various business and technology companies, including financial service providers and advertisers. These relationships support our business but do not influence our editorial content. Our team has no involvement in decisions regarding ad placements or affiliate partnerships, ensuring that content is unbiased and designed purely to serve our client's best interests.

   For transparency, any business relationships with companies that are mentioned in our newsletters or website content will be purely coincidental and unrelated to our editorial decision-making.

5. External Advertising and Content Providers

   We may partner with several advertising platforms, such as Google Ads and financial service providers, to deliver ads on our site. While some companies may pay for ad placement, Tiger Wealth Capital maintains strict control over editorial decisions. We do not accept compensation to alter our investment recommendations or content.

   For financial product reviews or service recommendations on our platform, we ensure that content is created with full editorial independence. In cases where we receive compensation for specific recommendations, this will be clearly noted in the relevant content.

6. Accountability and Your Responsibility

   We’ve designed these disclosure and trading guidelines to serve the Tiger Wealth Capital community fairly and responsibly. Our clients should always view any investment advice or content as an idea for further research and due diligence. We encourage you to critically assess information, conduct personal research, and seek independent advice when making investment decisions.

   This policy reflects our ongoing commitment to transparency and ethics, ensuring that your trust in Tiger Wealth Capital remains well-placed as we work together towards financial independence.

This disclosure policy ensures that Tiger Wealth Capital continues to deliver on its promise of responsible, transparent financial content, in alignment with the firm's mission to empower everyday investors.