Legal Notices

Form ADV Part 2 Brochure

Terms of Use

Welcome to the SimplySmart Asset Management website. By using this website, you agree to be bound by the Terms of Use described below:

This website is for informational purposes only and is subject to change without notice. The information on this website is not intended to be a complete description of our investment services or performance and should not be construed as the receipt of investment advice. Your usage of any information or materials on this website is entirely at your own risk. Decisions based on information contained on this site are your sole responsibility, and in exchange for using this site, you agree to hold SimplySmart harmless against any claims for damages arising from any decision you make based on such information.

This website is not a solicitation or offer to sell investment advisory services except, where applicable, in states where we are registered or where an exemption or exclusion from such registration exists. Nothing on this website should be interpreted to state or imply that past results are an indication of future performance. There are no warranties or guarantees, expressed or implied, regarding the accuracy, timeliness, performance, results, completeness or suitability of the information and materials offered on this website or any third party websites linked from this website.

Information throughout this site, whether stock quotes, charts, articles, or any other statement(s) regarding market or other financial information, is obtained from sources which we and our sources believe reliable, but we do not warrant or guarantee the timeliness or accuracy of this information. Links to other third-party websites or materials are provided for your information and convenience and do not signify our endorsement, or verification of the content contained within the linked website(s). You acknowledge that information and materials on our site and linked website(s) may contain errors or inaccuracies for which we are not liable.

Reproduction of materials in this website owned by or licensed to us, including but not limited to the design, appearance, layout, and graphics, is prohibited other than in accordance with the copyright notice, which forms part of these terms and conditions.

Unauthorized use of this website is prohibited. You may not create a link to this website from another website or document without SimplySmart’s prior written consent.

In no event shall SimplySmart or any of its affiliates, officers, or employees be liable or responsible for any direct, indirect, special, incidental, consequential, punitive or exemplary loss or damages, including without limitation lost profits arising in any way from the use of this website or any information and materials contained on this website.