Disclosures
About Parity Outcomes, Inc.
Parity Outcomes, Inc. is a technology provider and is not a registered investment adviser, broker-dealer or custodian. Parity does not provide personalized investment advice and does not place trades. Users independently select their parameters and enter every transaction at their own brokerage. Brokerage services are provided by the user's brokerage firm.
Risk Disclosure
Options involve risk and are not suitable for all investors. Estimated outcomes are based on market conditions, option pricing, execution assumptions, fees, taxes (where applicable), and the selected investment horizon. Actual outcomes may differ. Investors may experience losses, and outcomes are not guaranteed.
The value of your investment can fluctuate significantly, and you may lose some or all of your investment. Past performance is not indicative of future results.
No Advisory Relationship
Parity is a self-directed technology platform. Using Parity does not establish an investment advisory relationship, and Parity Outcomes, Inc. does not provide individualized investment advice or recommendations. Any scenarios displayed are illustrative and based on parameters you select; the decision to enter any transaction is yours alone.
Brokerage Connectivity & Custody
Parity connects to brokerage accounts you link for the purpose of analyzing your portfolio. The connection is read-only; Parity does not submit, route, or execute orders through the connection. Client assets are held at your brokerage firm, not by Parity Outcomes, Inc. Parity does not take custody of client funds.
User-Entered Trades
Parity displays available scenarios based on parameters you select. Parity does not place trades; you enter every transaction directly in your own brokerage account. You are responsible for each transaction you enter, for confirming that the strikes, quantities, and prices match the scenario you reviewed, and for maintaining any required brokerage approvals (such as options authorization).
Fees and Compensation
Current fees are disclosed before purchase on the pricing page. Subscription fees cover access to Parity's modeling, pricing, and portfolio analysis tools. Parity does not place trades and does not charge commissions, product markups, or separate defined-outcome product fees.
Performance Assumptions
Any examples, illustrations, or performance data shown are for educational purposes only. They are based on hypothetical examples and model-based estimates and should not be considered as guarantees or projections of actual results. Actual outcomes may vary significantly.
Professional Designations
The CFA designation is granted by the CFA Institute. The CFA Institute does not endorse or recommend Parity, and reference to the designation is not a guarantee of any outcome.
Contact Information
For questions about these disclosures or to request additional information, please contact us.