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Accessibility Statement

 

We support accommodating all and we strive to include people with disabilities in our web design.

Conformance status

The Web Content Accessibility Guidelines (WCAG) defines requirements for designers and developers to improve accessibility for people with disabilities. It defines three levels of conformance: Level A, Level AA, and Level AAA. CleverAlpha is partially conformant with WCAG 2.1 level AA. Partially conformant means that some parts of the content do not fully conform to the accessibility standard; however, we are open to suggestions and continue to improve the presentation of our web based business to all users.

Feedback

We welcome your feedback on the accessibility of CleverAlpha. Please let us know if you encounter accessibility barriers or have feedback:

Email us at: support@cleveralpha.com for accessibility-specific inquiries please subject line: "ACCESSIBILITY" for a focused response, or

Call us at:  +1-310-293-7837 please mention accessibility needs

Visitor Address: 5155 West Rosecrans Avenue, Suite 248 Hawthorne, CA 90250

We try to respond to feedback within 5 business days.

Technical specifications

Accessibility of CleverAlpha relies on the following technologies to work with the particular combination of web browser and any assistive technologies or plugins installed on your computer:

HTML

CSS

JavaScript

These technologies are relied upon for conformance with the accessibility standards used.

Limitations and alternatives

Despite our best efforts to ensure accessibility of CleverAlpha , there may be some limitations. Uploaded images may not have text alternatives, charts may not meet visual contrast standards, calculators may have smaller than desired font size. We are consistently reviewing the site to update and bring all content into compliance. Please contact us if you observe an issue not listed. We also monitor user comments, and we strive to repair issues within 10 business days. 

Assessment approach

CleverAlpha Asset Management, LLC assessed the accessibility of CleverAlpha by the following approaches:

Self-evaluation

External evaluation

Effective as of February  3, 2025

CleverAlpha is your digital investment manager

Investment Accounts for Trading and Asset Management   |   Retirement: Traditional, Rollover, Roth IRAs   |   For Kids: 529, Custodial Roth, UGMA
 

Investment advisory services are offered through CleverAlpha Asset Management LLC, an investment adviser registered with the U.S. Securities and Exchange Commission (“SEC”). References to advisory services on this website refer to CleverAlpha Asset Management LLC. SEC registration does not imply any particular level of skill or training, nor should it be interpreted as an endorsement by the SEC. CleverAlpha provides advisory services to clients pursuant to written advisory agreements. Advisory services may not be available in all jurisdictions. For information on CleverAlpha’s registration, visit the SEC’s Investment Adviser Public Disclosure (IAPD) website. Please note: investing involves risks, including possible loss of principal. Past performance is not an indication or guarantee of future results.
 

Brokerage services are provided by CleverAlpha Securities, a division and DBA of Velocity Capital LLC. Velocity Capital LLC is registered with the SEC and is a member of FINRA and SIPC. All securities transactions are handled through Velocity Capital LLC. Velocity Capital LLC may act as an introducing broker-dealer to Velocity Clearing LLC for certain account types such as Individual Retirement Accounts (IRAs) or Health Savings Accounts (HSAs). To review the background of Velocity Capital LLC and/or Velocity Clearing LLC, visit FINRA’s BrokerCheck. Market volatility, trading volume, system performance, and other factors may delay account access and execution of trades. Before trading options, carefully read the Characteristics and Risks of Standardized Options (“ODD”). You may review the ODD by clicking HERE or by emailing support@cleveralphasecurities.com to request a copy. Each investor must carefully consider whether this type of investment is appropriate for them. Past performance is not necessarily indicative of future results.


Third-Party Content Disclaimer
By following any external links, you will be leaving the CleverAlpha/Velocity Capital website. The firm is not responsible for, and does not endorse, the content of third-party sites. The security and privacy policies of linked sites may differ from those of CleverAlpha or Velocity Capital.

The accessibility icon that links to a brief Accessibility Statement

425 15th Street
C3321
Manhattan Beach, CA 90266

+1-310-293-7837
support@cleveralpha.com

Accessibility Statement

 

Internal Schwab Account Transfer

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