Privacy Policy
Last updated: 03/03/2025
WHAT DOES Slow Capital, Inc. ("Slow Capital") DO
WITH YOUR PERSONAL INFORMATION?
Why?
Financial companies choose how they share your personal information. Federal law gives consumers the right to limit some but not all sharing. Federal law also requires us to tell you how we collect, share, and protect your personal information. Please read this notice carefully to understand what we do.
What?
The types of personal information we collect, and share depend on the service you have with us. This information can include:
- Name, age, address, and Social Security number
- Income, account balances and debt
- Financial goals, spending habits and other information related to your financial condition
How?
All financial companies need to share customers' personal information to run their everyday business. In the section below, we list the reasons financial companies can share their customers' personal information; the reasons we choose to share; and whether you can limit this sharing.
| Reasons we can share your personal information | Do we share? | Can you limit this sharing? |
|---|---|---|
| For our everyday business purposes - such as to process your transactions, maintain your accounts(s), respond to court orders and legal investigations | Yes | No |
| For our marketing purposes - to offer our services to you. | No | Not Applicable |
| For our non-affiliates' everyday business purposes - information about your transactions, account | Yes | No |
| For non-affiliates to market to you | No | Not Applicable |
| To limit our sharing |
We do not share customer information to anyone expect for everyday business purposes
Please note: If you are a new customer, we can begin sharing your information from the date you received this notice. When you are no longer our customer, we will still adhere to our privacy policies, which may be amended from time to time. However, you can contact us at any time to limit our sharing. |
|
Form Adv Part 2A
Last updated: 03/03/2025
This brochure provides information about the qualifications and business practices of Slow Capital, Inc.
If you have any questions about the contents of this brochure, contact us at 415-727-7569. The information in this brochure has not been approved or verified by the United States Securities and Exchange Commission or by any state securities authority.
Additional information about Slow Capital, Inc. is available on the SEC's website at www.adviserinfo.sec.gov.
Slow Capital, Inc. is a registered investment adviser. Registration with the United States Securities and Exchange Commission or any state securities authority does not imply a certain level of skill or training.
Form CRS
Last updated: 03/03/2025
At Slow Capital, transparency is a key part of how we work with clients. Our Form CRS (Customer Relationship Summary) provides a straightforward overview of our services, fees, and responsibilities as an investment advisor. This document outlines how we help clients manage their investments, the costs involved, and how we address potential conflicts of interest. It also explains our legal obligations and what clients can expect from our relationship. Form CRS is required by the SEC and is designed to give you a clear, easy-to-read summary so you can make informed decisions about working with us. We encourage you to review it and reach out with any questions.
Additional information about Slow Capital, Inc. is available on the SEC's website at www.adviserinfo.sec.gov.
Slow Capital, Inc. is a registered investment adviser. Registration with the United States Securities and Exchange Commission or any state securities authority does not imply a certain level of skill or training.
General Disclosures
Last updated: 03/03/2025
Legal & Regulatory Disclosure
Slow Capital, Inc. is an SEC-registered investment adviser and only transacts business in states where it is properly registered, or is excluded or exempted from registration requirements. Registration does not imply a certain level of skill or training, nor does it imply approval or endorsement by the SEC or any regulatory authority. The content on this website is for informational purposes only and does not constitute investment, legal, or tax advice. Investors should conduct their own due diligence or consult with a financial professional before making any investment decisions.
Investment Risk Disclosure
Investing involves risk, including the possible loss of principal. Past performance is not indicative of future results. There is no guarantee that any investment strategy will achieve its objectives, and market conditions may impact investment outcomes.
Fee & Compensation Disclosure
Slow Capital charges an annual management fee based on assets under management, as outlined in our client agreements. We do not receive commissions from third-party product providers. Any potential conflicts of interest related to compensation are fully disclosed in our ADV Part 2A.
Third-Party Content Disclaimer
Links to third-party websites are provided for convenience and informational purposes only. Slow Capital does not endorse, guarantee, or assume responsibility for the accuracy or completeness of any third-party content.
Website Content and Materials
This website is a publication of Slow Capital, Inc. Information presented is believed to be factual and up-to-date, but we do not guarantee its accuracy and it should not be regarded as a complete analysis of the subjects discussed. All expressions of opinion reflect the judgment of the authors as of the date of publication and are subject to change.
Where Images/Photos are used: Images and photographs are included to enhance the website visually. None of them are photographs of current or former clients. They should not be construed as an endorsement or testimonial from any person in the photos.
Non-reliance
Information on this website does not involve rendering personalized investment advice, but is limited to disseminating general information on products and services. A professional adviser should be consulted before implementing any of the options/strategies presented.
Content should not be construed as an offer to buy or sell, or a solicitation of any offer to buy or sell the securities mentioned herein.
Email and Instant Messaging
All electronic communications ("messages", "e-mail", "text") contain confidential information intended for a specific individual and purpose and are protected by law. Any review, use, distribution, disclosure, alteration, copying, transmittal or re-transmittal of messages sent by Slow Capital, by persons who are not intended recipients, may be a violation of law and is strictly prohibited.
The information expressed therein may be changed at any time without notice or obligation to update. If you are not the intended recipient, please permanently delete all copies of the message and any attachments from your computer system, destroy any hard copies, and contact the sender or Slow Capital, Inc., at (415) 727-7569.
Messages and any attachments are for information purposes only and should not be construed as a sufficient basis on which to make an investment decision and should not be regarded as an offer to sell or a solicitation of an offer to buy any financial product.
Any information regarding trading performance must be considered in conjunction with the appropriate disclosure documents. Slow Capital, Inc., reserves the right to monitor all e-mail communications through its networks.
E-mail transmission cannot be guaranteed to be secure or error-free as information could be intercepted, corrupted, lost, destroyed, arrive late or incomplete, or contain viruses.
All messages sent or received are stored and may be subject to review by regulatory authorities or others with a legal right to do so.
Slow Capital, Inc. has taken precautions to screen messages for viruses, but we cannot guarantee that they are virus free nor are we responsible for any damage that may be caused. Electronic mail (e-mail) may not be as reliable or secure as other forms of communication.
All communications requiring immediate attention or action by the adviser should not be sent via e-mail, since they may not be acted upon in a timely manner.
If your e-mail address changes or you prefer that we communicate using the postal service, please notify our firm promptly in writing.
Contact & Compliance
For inquiries regarding regulatory matters or compliance policies, please contact our CCO at:
compliance@slowcap.co
300-B Drakes Landing Rd Ste 190
Greenbrae, CA 94904
415-727-7569