DISCLOSURES
Conscious Capital Wealth Management, LLC ('Conscious Capital') is a registered investment adviser (RIA). AI Alpha is a DBA (doing business as) name of Conscious Capital. This presentation, dated February 2026, is provided by AI Alpha Investments to describe the general business, investment objectives, and strategy of the AI Alpha investment offerings ('the offerings'). The information contained herein is confidential and proprietary to AI Alpha Investments. This presentation is for informational purposes only. It does not convey an offer of any type and is not intended to be, and should not be construed as, an offer to sell, or the solicitation of an offer to buy, any interest in the offerings. Any such offering can be made only at the time a qualified offeree receives the operative documents which contain significant details with respect to risks and should be carefully read. Nothing in this presentation constitutes investment advice. The performance information contained herein has not been examined by any independent third party, including any independent accounting firm.
This presentation includes statements, estimates and projections that are considered 'forward-looking statements' under applicable securities laws. No assurance can be given that any of the offerings can or will attain projected results. Forward-looking statements reflect numerous assumptions which may not materialize as projected. Actual results may differ materially from those expressed or implied.
An investment in any AI Alpha strategies outlined in this presentation, if made available, should be regarded as speculative in nature and appropriate only for investors who can afford a loss of all their investment and who are able to invest for an indefinite period. It should not be assumed that an investment will be profitable or that future performance will equal past performance.
The AI Alpha Intelligence Team is a purpose-built AI-powered analytical framework designed and overseen by Portfolio Manager Lawrence Ford. All investment decisions are made at the sole discretion of the Portfolio Manager. The Intelligence Team provides analysis and recommendations; final authority rests with the Portfolio Manager.
All information in this presentation is presented as of February 2026, is subject to change without notice, and may have changed between the date of this presentation and the date it was received. All performance data has not been independently verified by third parties. Consult with your investment professional before making any decisions.
ADDITIONAL DISCLOSURES
The following disclosures supplement the AI Alpha Investments brochure and apply in their entirety.
AI Agent Disclosure
The AI Alpha Intelligence Team consists of purpose-built AI-powered analytical agents. Each agent is assigned a defined analytical domain, specific scoring authority, and a distinct analytical perspective within the investment process. The Intelligence Team provides analysis, scoring, and recommendations — it does not make or execute trades. All investment decisions are made solely by Portfolio Manager Lawrence Ford. The Intelligence Team is fully disclosed to investors as a non-human analytical framework operating under Portfolio Manager oversight.
SAGE Veto Authority — Scope
Clarification Sage holds absolute veto authority within the Intelligence Team analytical process. A weak AI Leadership score from Sage blocks the composite recommendation regardless of L1–L4 scores from other agents. This veto operates at the analytical layer only. All final investment decisions remain with Portfolio Manager Lawrence Ford. The Sage veto does not constitute an autonomous investment decision — it surfaces a recommendation to the Portfolio Manager, who retains full and sole discretionary authority.
Third-Party Statistics — Source Citations
¹ PwC, "Sizing the Prize: What's the Real Value of AI for Your Business and How Can You Capitalise?" (2017). Available at pwc.com. The $15.7T figure represents a projected AI contribution to global GDP by 2030. Projections are forward-looking estimates and are not guaranteed. AI Alpha does not independently verify or endorse third-party projections. ² IMF Staff Discussion Note, "Gen-AI: Artificial Intelligence and the Future of Work" (SDN/2024/001, January 2024). Georgieva, K., et al. Available at imf.org. The 40% figure reflects global job task exposure to AI augmentation or automation, not job elimination. AI Alpha does not independently verify or endorse third-party projections. ³ McKinsey & Company, "Triple the Return: Business Strategy Is Your Tech Strategy" (2025). Available at mckinsey.com. The 3x figure refers to value generated from technology investments by top-performing companies vs. peers. AI Alpha does not independently verify or endorse third-party projections.
Form ADV Part 2A — Disclosure Brochure
Conscious Capital Wealth Management, LLC is a registered investment adviser (RIA) with the U.S. Securities and Exchange Commission (CRD #174670 | SEC #801-119516). A copy of the firm's Form ADV Part 2A Disclosure Brochure, which contains important information about the firm's services, fees, and business practices, is available upon request or through the SEC's Investment Adviser Public Disclosure database at adviserinfo.sec.gov. This document may be distributed by independent financial advisers and registered investment advisers who are not affiliated with Conscious Capital Wealth Management, LLC. Prospective investors are encouraged to review the Form ADV Part 2A directly or contact Conscious Capital Wealth Management, LLC at am@consciouswealth.global or (833) 425-7423.
Form ADV Part 2B — Brochure Supplement
A copy of the Form ADV Part 2B Brochure Supplement for Portfolio Manager Lawrence Ford, which includes information about his professional background, disciplinary history, and outside business activities, is available upon request from Conscious Capital Wealth Management, LLC.
Performance Information
This document does not contain historical performance data. For complete performance information, composite statistics, and related disclosures, please contact Conscious Capital Wealth Management, LLC at am@consciouswealth.global or (833) 425-7423, or contact your financial adviser.
Investment Risk Disclosure
Investing involves risk, including the possible loss of principal. The investment strategies described herein are subject to market risk, concentration risk, liquidity risk, and other risks inherent to equity securities and thematic investment approaches. Past performance is not indicative of future results. There is no guarantee that any investment objective will be achieved or that any strategy will be profitable. The information in this document is provided for informational purposes only and does not constitute investment advice or a solicitation to buy or sell any security. Investors should carefully consider their investment objectives, risk tolerance, time horizon, and financial circumstances before investing. Please consult your financial adviser before making any investment decision.
Custodial Platform Availability
AI Alpha strategies are available through major custodial platforms. To learn more about how to access AI Alpha, contact us directly or speak with your financial adviser. E
Mail: am@consciouscapitalwm.com | Phone: (833) 425-7423 | Web: www.aialpha.global