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Terms of Use

Centerfin is an SEC registered investment advisor.  Sophne LLC dba as Centerfin (“Sophne” or “Centerfin”) is an internet-based advisory service and is designed to assist clients in achieving discrete financial goals.  They are not intended to provide comprehensive financial planning or tax advice with respect to every aspect of a client’s financial situation and do not incorporate specific investments that clients hold elsewhere.  

By using this website, you have deemed to have accepted these Terms of Use and Privacy Policy.  The services are intended for natural persons who are citizens or legal residents of the United States of America, including any of its territories or possessions.

Not an Offer and Confidentiality Statement

The information contained herein is proprietary and confidential to Centerfin and may not be disclosed to third parties or duplicated or used for any purpose other than the purpose for which it has been provided.  

This communication is for information purposes only and is not intended as an offer or solicitation with respect to the purchase or sale of any security or of any product Centerfin manages or offers.  Further, this information provided here does not constitute a comprehensive description of Centerfin’s investment advisory programs.  As a minimum, you should refer to Centerfin’s Wrap Fee Program Brochure and Form CRS for more information. Decision to invest should be based on your customary and thorough due diligence procedures, including a thorough review of the Client Advisory Agreement. No assurance can be given that any wrap fee program offered by Centerfin will meet your investment objectives or avoid losses. Since we furnish all information as part of a general information service and without regard to your particular circumstances, Centerfin shall not be liable for any damages arising out of any inaccuracy in the information.  A discussion of some, but not all, of the risks associated with investing in the wrap programs can be found in the Program Brochure.

Past Performance

Past performance is no guarantee of future results.  Any historical returns, or expected returns are hypothetical in nature and may not reflect actual future performance.  Unless otherwise indicated, performance data is presented unaudited and “net” of advisory fees and other account expenses.  

Ownership and Trademarks

The information on this website is protected under the applicable copyright laws in the US and other countries.  Unauthorized retransmission, redistribution or other reproduction or modification of information contained in this website is prohibited and may be a violation of laws, including trademark or copyright laws and could subject the user to legal action.

Privacy Policy

When you create and account at Centerfin, we will collect certain personal information, including your full legal name, email address, permanent address, date of birth, social security number and information about your financial status.

We do not sell, rent or trade your personal information with any third parties other than with your consent or as required by law.  

In order to provide financial services and in connection with our everyday business purpose and activities, we may share your personal information with third parties who perform services on our behalf.  We have entered into agreements with these third parties to keep this information confidential.

Centerfin works diligently to protect your personal information.  We employ several physical and electronic safeguards to keep your information safe.  We use the strongest available browser encryption, store all of our data on servers in secure facilities and implement systematic processes and procedures for securing and storing data.

Linked Sites

Centerfin is not responsible for the content of any site linked or linking to this site, including websites of our custodian. Your linking to any off-site pages or other sites is at your own risk.

Centerfin University

The information provided by Centerfin University is educational only and is not investment or tax advice.  All opinions (and estimates) constitute our judgement as of the date of the written material (sometimes referred to as a Centerfin Perspective) and are subject to change without notice. The investments and investment strategies identified herein may not be suitable for all investors. The appropriateness of a particular investment will depend on an investor’s individual circumstances and objectives.  

Investment decisions should be based on an individual’s own goals, time horizon, and tolerance for risk. Further, nothing in this content should be considered to be legal or tax advice and you are encouraged to consult your own lawyer, accountant, or other advisor before making any financial decision.

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