Disclaimers

Investment Management at Bartlett

Important Consumer Information

This site has been published for residents of the United States. This site is for information purposes only and is not intended to be a solicitation or offering of any security to investors residing outside of the United States.

  • Representatives of an investment advisor (“IA”) may only conduct business in a state if the representatives and IA they represent (a) satisfy the qualification requirements of, and are approved to do business by, the state; or (b) are excluded or exempted from the state’s licensure requirements.
  • Representatives of an IA are deemed to conduct business in a state to the extent that they provide individualized responses to investor inquiries that involve (a) effecting, or attempting to effect, transactions in securities; or (b) rendering personalized investment advice for compensation.
  • An investor may obtain information concerning an IA, or a representative of an IA, including their licensure status and disciplinary history, by contacting the investor’s state securities law administrator.

The following is a legal disclaimer (“General Disclaimer”) that outlines the website’s Terms of Use. By accessing the website, you acknowledge that you have read and understand the site’s Terms of Use and Disclaimer policies.

Terms of Use

General Disclaimer

Bartlett & Co. LLC does not offer legal, accounting, or tax advice. The information and opinions contained in this website have been prepared solely for informational purposes and is not a solicitation or an offer to buy or sell any security or instrument or to participate in any trading strategy nor is to be relied upon in making an investment decision. Bartlett & Co. LLC specific advice is given only within the context of our contractual agreements with each client. You agree not to hold Bartlett & Co. LLC liable for any possible claim for damages arising from any decision you make based on information made available to you through this website.

While Bartlett & Co. LLC uses reasonable efforts to obtain information from sources which it believes to be reliable, Bartlett & Co. LLC makes no representation that the information or opinions contained on the website are accurate, reliable or complete. The information and opinions contained in this website are subject to change without notice.

Bartlett & Co. LLC company names and logos and all related product and service names, design marks and slogans are the property of the respective company or its affiliates. You are not authorized to, and agree not to, download, display or use any content or name or mark in any publication, advertising, publicity or any other commercial manner, in connection with products or services that are those of Bartlett & Co. LLC or one of its affiliates without our express written permission. You may not modify, copy, distribute, publish, license or sell any material which is based on the content of this website. You further agree to in no other way misuse any content that appears on this website.

By using the website, you consent to any form of recording and retention of any communication, information and data exchanged between you and Bartlett & Co. LLC or its representatives or agents. However, we are committed to protecting your privacy and security. For more information, you should review our Privacy Policy which is available in a separate link on this website.

Disclaimer of Warranties and Liability

This site may contain inaccuracies or typographical errors. Bartlett & Co. LLC does its very best to insure the integrity and security of this site, but does not warrant that this site, its servers, or e-mail sent from this site are free of viruses or other harmful components. Downloading any material is done at one’s own risk, and Bartlett & Co. LLC cannot be responsible for any damage to a user’s computer system or loss of data that results from the download of any material. Bartlett & Co. LLC shall not be liable for any direct or indirect damages arising out of, resulting from, or in any way connected with the use or the inability to use, any delay in, or the performance of this site.

External Links and Third Party Content

This website contains external links to third party content (content hosted on sites unaffiliated with Bartlett & Co. LLC). The policies and procedures governing these third party sites may differ from those effective on the Bartlett & Co. LLC company website, as outlined in these Disclaimers. As such, Bartlett & Co. LLC makes no representations whatsoever regarding any third party content/sites that may be accessible directly or indirectly from the Bartlett & Co. LLC website. Linking to these third party sites in no way implies an endorsement or affiliation of any kind between Bartlett & Co. LLC and any third party, including legal authorization to use any trademark, trade name, logo, or copyrighted materials belonging to either entity. You further acknowledge and agree that Bartlett & Co. LLC shall not be responsible or liable, directly or indirectly, for any damage, liability or loss caused or alleged to be caused by or in connection with use of or reliance on any such content, goods or services available on or through any such site or resource.

Limitations of Liability

YOU EXPRESSLY UNDERSTAND AND AGREE THAT WE SHALL NOT BE LIABLE FOR ANY DIRECT, INDIRECT, INCIDENTAL, SPECIAL, CONSEQUENTIAL, EXEMPLARY OR PUNITIVE DAMAGES, OR ANY OTHER DAMAGES WHATSOEVER, INCLUDING BUT NOT LIMITED TO, DAMAGES FOR LOSS OF PROFITS, GOODWILL, USE, DATA OR OTHER INTANGIBLE LOSSES (EVEN IF WE HAVE BEEN ADVISED OF THE POSSIBILITY OF SUCH DAMAGES), ARISING OUT OF, OR RESULTING FROM, (A) THE USE OR THE INABILITY TO USE THIS WEBSITE; (B) THE USE OF ANY CONTENT OR OTHER ON THIS WEBSITE OR ANY WEBSITE OR WEBSITES LINKED TO THIS WEBSITE, (C) THE COST OF PROCUREMENT OF SUBSTITUTE GOODS AND SERVICES RESULTING FROM ANY GOODS, DATA, INFORMATION OR SERVICES PURCHASED OR OBTAINED OR MESSAGES RECEIVED OR TRANSACTIONS ENTERED INTO THROUGH OR FROM THIS WEBSITE; (D) UNAUTHORIZED ACCESS TO OR ALTERATION OF YOUR TRANSMISSIONS OR DATA; (E) STATEMENTS OR CONDUCT OF ANY THIRD PARTY ON OUR WEBSITE; OR (F) ANY OTHER MATTER RELATING TO THIS WEBSITE. IN NO EVENT SHALL OUR TOTAL LIABILITY TO YOU FOR ALL DAMAGES, LOSSES, AND CAUSES OF ACTION (WHETHER IN CONTRACT, TORT (INCLUDING, BUT NOT LIMITED TO, NEGLIGENCE), OR OTHERWISE) EXCEED THE AMOUNT PAID BY YOU, IF ANY, FOR ACCESSING THIS WEBSITE. IF YOU ARE DISSATISFIED WITH ANY PORTION OF OUR WEBSITE, OR WITH ANY OF PROVISION OF THIS AGREEMENT, YOUR SOLE AND EXCLUSIVE REMEDY IS THE DISCONTINUATION OF YOUR USE OF THIS WEBSITE. IF ANY PORTION OF THIS LIMITATION OF LIABILITY IS FOUND TO BE INVALID, LIABILITY IS LIMITED TO THE FULLEST EXTENT PERMITTED BY LAW.