Independent Financial History Study and JournalismThe Wall Street Fund Archive

Disclosures

Independence

TheWallStreetFund.com is an independently operated financial-history project, published separately from Evercore, Evercore Equity Fund, Wall Street EWM Funds Trust, and the former The Wall Street Fund, Inc. The archive provides historical information and general education. Readers seeking investment products or personalized advice should consult a licensed professional.

Separate identity

Independent Financial History Study and Journalism publishes this archive. It is a distinct entity from Evercore Inc. and its affiliates; Evercore Wealth Management, LLC; Evercore Equity Fund; Wall Street EWM Funds Trust; the former The Wall Street Fund, Inc.; Wall Street Management Corporation; Morse, Williams & Co., Inc.; and every custodian, transfer agent, distributor, auditor and counsel documented here. The publisher operates free of any license, endorsement, sponsorship, authorization or compensation from any of them.

Historical subject, current entities

The archive’s subject is the historical fund. Where current entities appear — the successor fund, its adviser, its distributor — they are marked as current and described only as the record describes them. Phrases such as “since 1945” refer to the historical corporation alone.

Financial information

The archive publishes historical information and general education. Its scope ends there: it publishes historical records, dated context and cited analysis. Investment products, accounts, personalized advice, recommendations, ratings, rankings, model portfolios and transaction pathways lie outside that scope and are architecturally absent from the site. Historical performance figures belong to the historical fund and its adviser of the period and are presented with source, period, fee treatment and reinvestment assumption.

Registrar and domain

Registrar information for thewallstreetfund.com is accurate and maintained by the publisher, with ordinary registrar privacy protection. Any unsolicited approach concerning the domain is preserved and referred to qualified counsel before any substantive response.

Funding and advertising

The archive’s initial release is free of advertising and paid products. Any future support — research licenses, datasets, publications, disclosed sponsorships — will be introduced only after a separate trademark and securities-law review and will be disclosed on this page.