Terms of use
Collaborative Capital Advisors LLC
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This website is provided as a service, and for informational purposes only, by Collaborative Capital Advisors LLC (“CCA” or “we”).
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1. Acceptance of the Terms of Use
By using this website and any and all accompanying screens, information, materials, user documentation, user interfaces, images, arrangements of information, related software and other proprietary property of CCA, you agree, without limitation or qualification, to the following terms of use and legal information pertaining to both this website and any material on this website. Please read these terms carefully before using this website. These terms are a binding contract between you and CCA. CCA reserves the right, at its discretion, to amend, change, modify, add, or remove portions of these terms at any time and without notice by updating this posting.
We suggest that you check these terms periodically for changes. The terms can be accessed from the link at the bottom of our website pages. This website is offered to you conditioned on your acceptance without modification of the terms, conditions, and notices contained herein. If you use this website after we post amendments to these terms, you accept the amended terms.
If you do not agree to these terms, do not use this website.
All materials on this site are meant to be reviewed in their entirety, including any footnotes, legal disclaimers, restrictions or disclosures, and any copyright or proprietary notices. Any disclaimers, restrictions, disclosures or hedge clauses apply to any partial document or material in the same manner as they do the whole, and will be deemed incorporated in the portion of any material or document that you consult or download.
If you have entered into an agreement with CCA, your client relationship with CCA is governed by such agreement in addition to the terms of this website. In the event of any conflict between the terms on this website and your agreement with CCA, the agreement shall govern and control.
2. Important Disclaimer and Disclosures
The information provided on this website is provided for informational purposes only. This website is not intended to provide any tax, legal, insurance or investment advice, and nothing on this website should be construed as a recommendation by us or any third party to acquire or dispose of any investment or security or to engage in any investment strategy or transaction. No information contained on this website constitutes an offer, or a solicitation to buy, any security or an offer to provide any specific investment management or advisory services. Nothing on this website shall be considered a solicitation to buy or an offer to sell a security, or any other product or service, to any person in any jurisdiction where such solicitation, offer, purchase or sale would be unlawful under the laws of such jurisdiction.
Registration with the SEC should not be construed as an endorsement or an indicator of investment skill, acumen or experience.
Investments in securities are not insured, protected or guaranteed and may result in loss of income and/or principal.
This website may include forward-looking statements. All statements other than statements of historical fact are forward-looking statements (including words such as “believe,” “estimate,” “anticipate,” “may,” “will,” “should,” and “expect”). Although we believe that the expectations reflected in such forward-looking statements are reasonable, we can give no assurance that such expectations will prove to be correct. Various factors could cause actual results or performance to differ materially from those discussed in such forward-looking statements.
Past performance is not indicative of any specific investment or future results. Views regarding the economy, securities markets or other specialized areas, like all predictors of future events, cannot be guaranteed to be accurate and may result in economic loss to the investor.
Any information provided by CCA regarding historical market performance is for illustrative and education purposes only. Clients or prospective clients should not assume that their performance will equal or exceed historical market results and/or averages.
Unless specifically stated to the contrary, CCA does not endorse the statements, services or performance of any third-party vendor or investment manager. CCA and its affiliates assume no obligation to update any information contained on this website should circumstances change.
Specific securities identified and described may or may not be held in portfolios managed by CCA and do not represent all of the securities purchased, sold, or recommended for advisory clients. The reader should not assume that investments in the securities identified and discussed were or will be profitable. Any securities identified were selected for illustrative purposes and not based on their performance.
Investment funds managed by CCA are speculative and may involve a high degree of risk. Opportunities for withdrawal or redemption and transferability of interests are restricted, and investors may not have access to capital when it is needed. There is no secondary market for the interests and none is expected to develop. The fund portfolio may have concentrations and this lack of diversification may result in higher risk. An investment should not be made unless the investor is prepared to lose all or a substantial portion of the investment.
Although there are broadly accepted principles of impact investing, there is no agreed-upon definition of the term or specific criteria that constitute such investing. Consequently, each manager may have its own impact philosophy and screening factors that may or may not completely align with an investor’s set of values or beliefs. There are potential limitations associated with allocating a portion or entirety of an investment portfolio in impact investments. The number of these investments may be limited when compared to those that do not maintain such a mandate. Impact investments could underperform broad market indices. Investors must accept these limitations, including potential for underperformance. As with any type of investment (including any investment and/or investment strategies recommended and/or undertaken by CCA) there can be no assurance that investment in impact securities or funds will be profitable, or prove successful.
Certain impact-based investments are made through third-party managers and their respective strategies and/or funds. CCA does not manage the third-party strategies or funds and may not have any control over the underlying investments chosen by the third-party managers. CCA, based on reasonable due diligence and representations, relies on the screening processes of third-party managers.
3. Limitation of Liability; No Warranty.
You expressly understand and agree that CCA and our affiliates and service providers, and their respective officers, directors, agents, joint venturers, employees, and representatives will not be liable for any indirect, incidental, special, consequential, exemplary damages or damages for loss of profits including but not limited to, damages for loss of goodwill, use, data, or other intangible losses (even if we have been advised of the possibility of such damages), whether based on contract, tort, negligence, strict liability, or otherwise, from your use of this website.
Some jurisdictions do not allow the exclusion of certain warranties or the limitation or exclusion of liability for incidental or consequential damages. Accordingly, some of the limitations set forth above may not apply to you. If you are dissatisfied with this website, your sole and exclusive remedy is to discontinue holding and use of this website.
This website is provided "as is" and without any representation or warranty, whether express, implied or statutory. CCA, our affiliates, and our respective officers, directors, agents, joint venturers, employees, and suppliers specifically disclaim any implied warranties of title, merchantability, fitness for a particular purpose or non-infringement. CCA makes no warranty that (i) this website will meet your requirements, (ii) this website will be uninterrupted, timely, secure or error-free, or (iii) the quality of any products, services, information or other material purchased or obtained by you will meet your expectations.
4. Restrictions on Use of Materials
This website is owned and operated by CCA. Permission is granted to display and navigate around this website solely for personal, non-commercial use. Any commercial or public use of this website or any portion hereof is strictly prohibited. Except as otherwise permitted in writing by CCA, no text, graphics, video, audio, software code, user interface design, logos or any other content of this website may be used, modified, framed, copied, reproduced, republished, uploaded, posted, transmitted, or distributed in any way. You may download material displayed on this website for non-commercial, personal use only if you preserve and retain all copyright and other proprietary notices contained on the materials.
CCA neither warrants nor represents that your use of materials displayed on this website or links will not infringe rights of the third parties not owned by or affiliated with CCA.
5. Restricted Activities
In connection with your use of this website, you hereby agree that you will not engage in any of the following activities:
a) violate (or assist any other party in violating) any applicable law, statute, ordinance, or regulation;
b) intentionally try to defraud (or assist in the defrauding of) CCA;
c) provide false, inaccurate, or misleading information;
d) take any action that interferes with, intercepts, or expropriates any system, data, or information;
e) partake in any transaction involving the proceeds of illegal activity;
f) transmit or upload any virus, worm, or other malicious software or program;
g) attempt to gain unauthorized access to the accounts of others, this website, or any related networks or systems;
h) use this website on behalf of any third-party or otherwise act as an intermediary between CCA and any third-parties;
i) collect any information from other clients, including, without limitation, email addresses;
j) defame, harass, or violate the privacy or intellectual property rights of CCA or any other clients of CCA; or
k) upload, display or transmit any messages, photos, videos or other media that contain illegal goods, violent, obscene or copyrighted images or materials.
6. Submissions
E-mail submitted to this website should be considered neither secure nor confidential. CCA makes no representation whatsoever concerning the security or confidentiality of your email messages and specifically makes no representation that any email message submitted through this website will be received by CCA.
Any communications or material you transmit to this website by electronic mail or otherwise, including data, questions, comments, or suggestions will be treated as non-confidential and nonproprietary and will become the property of CCA or its affiliates. Such communications or material shall be used for any purpose, including, but not limited to, reproduction, disclosure, transmission, publication, broadcast, and posting. Furthermore, CCA is free to use any ideas, concepts, know-how, or techniques contained in any communication you send to this website for any purpose whatsoever, including, but not limited to, developing and marketing products using such information.
7. Intellectual Property
All logos of CCA are either trademarks, or registered marks of CCA or its licensors. You may not copy, imitate, or use them without our prior written consent. All right, title, and interest in and to this website, any content thereon, and all technology and any content created or derived from any of the foregoing is the exclusive property of CCA and its licensors.
8. Linked Websites
This website may provide links to other websites for your convenience in locating related information and services. Unless otherwise indicated, CCA does not maintain these other websites and has no control over the organizations that maintain the websites or the information, products or services that these organizations provide. The content to which you link will not have been developed, checked for accuracy, or otherwise reviewed by CCA. Your linking to any off-site pages or other websites is at your own risk. Although we believe that the information from these organizations is reliable, CCA cannot guarantee its completeness or suitability for any purpose and does not recommend or endorse these organizations or their products or services in any way. CCA shall have no liability for any electronic content delivered by any third-party, including, without limitation, the accuracy, subject matter, quality or timeliness of any electronic content. CCA makes no representations whatsoever about the opinions of any third party appearing on a linked website, neither regularly monitors nor has control over the contents of such websites, and does not endorse, and disclaims all responsibility for, the content of such statements or websites.
9. Assignment
We may assign these terms and the rights and obligations of these terms to any third-party at any time without notice or consent.
10. Governing Law; Venue
These terms, and any non-contractual rights or obligations arising out of or in connection with it or its subject matter, shall be governed by and construed in accordance with New York law.
Any suit, action or proceeding seeking to enforce any provision of, or based on any matter arising out of or in connection with, these terms may only be brought in the courts of New York, and each of the parties hereby consents to the jurisdiction of such courts (and of the appropriate appellate courts therefrom) in any such suit, action or proceeding and irrevocably waives, to the fullest extent permitted by law, any objection which it may now or hereafter have to the laying of the venue of any such suit, action or proceeding in any such court or that any such suit, action or proceeding which is brought in any such court has been brought in an inconvenient forum.
11. No Waiver; Third-Party Beneficiaries
The failure of CCA to exercise or enforce any right or provision of these terms shall not constitute a waiver of such right or provision. If any provision of these terms shall be adjudged by any court of competent jurisdiction to be unenforceable or invalid, that provision shall be limited or eliminated to the minimum extent necessary so that these terms shall otherwise remain in full force and effect and remain enforceable between the parties. Furthermore, if any portion of these terms, whether in whole or in part, shall be adjudged by any court of competent jurisdiction to be unenforceable or invalid against certain persons or categories of persons that are purportedly bound by these terms, such portion of these terms shall otherwise remain in full force and effect and remain enforceable as to any other persons bound by these terms. These terms are not intended and shall not be construed to create any rights or remedies in any parties other than you and CCA and other CCA affiliates which each shall be a third-party beneficiary of these terms, and no other person shall assert any rights as a third-party beneficiary hereunder.
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