Important Disclosures

Important Disclosures

Daltium’s website (“Site”) is provided to disseminate general information about our services. Accordingly, the posting of our Site on the Internet should not be construed by anyone as a solicitation to effect or attempt to engage in transactions in securities, an offer to sell securities, or provide personalized investment advice over the Internet.

This Site may include links to third-party websites that are provided purely as a convenience to you and do not infer any affiliation, sponsorship, endorsement, approval, investigation, verification, or monitoring by us of the contents on such websites. We are not responsible for the content shown on any websites owned and controlled by third parties that may be linked to this Site regardless of whether the link is provided by a third party or us. We do not prepare or maintain, have not and will not review or update, and do not guarantee the accuracy, timeliness, completeness, suitability, or reliability of any information on any linked third-party website. If you wish to visit such websites, you do so entirely at your own risk.

Additionally, we do not represent or warranty that any downloaded material or software from these websites will not harm your computer or electronic device.

We do not make any representations or warranties as to the accuracy, timeliness, completeness, suitability, or reliability of any information presented by any unaffiliated third party, whether linked to our Site or included on our Site. Any such information is provided purely for convenience, and all users should be advised accordingly.

Returns shown are presented for informational purposes only and are not a guarantee, promise, or indication of predicted future returns.

Client accounts managed according to personalized investment strategies may present significantly different performance returns depending on factors such as the timing of entry into the market, and any investment and risk tolerance restrictions being observed.

Investors should read all applicable disclosure information carefully and consider their investment goals, risk tolerance, and expenses before investing.

Different types of investments carry different levels of risk. The investment returns and underlying value of securities will vary based on a number of factors, such as the type of investment, the amount and timing of the investment, fluctuating market conditions, currency exchange rates, the volatility of financial and other markets, and diversification. There is no complete guarantee that a well-diversified portfolio will perform better than a concentrated portfolio in any given market environment. No investment strategy can guarantee positive returns or security from incurring a loss in times of falling values. No assurances can be given that capital market predictions will be accurate, and the difference between forecasts and actual circumstances could differ significantly. Past performance results for investment indices and/or asset classes typically do not account for transaction and other expenses, or the impact of taxes.

We do not guarantee the accuracy and completeness of the information on this Site, and all information is presented on an “as is” basis. The information on this Site is proprietary, and some areas of the Site may contain discussion, which may no longer be reflective of current positions, opinions, and/or recommendations. We are under no obligation or responsibility to update or correct such information.

As Daltium is neither a law firm nor accountant, no part of the Site or its contents should be misconstrued as legal, accounting, or tax advice. All clients should consult with a legal or tax professional before engaging in any securities transactions.

We do not keep personally identifiable information about you when you visit our Site unless you voluntarily provide it to us by sending it to us. Even if you do not send personal information to us, we may still collect some non-personally identifiable information about your visit to our Site. This happens on many websites and is done to collate internet addresses that direct visitors to our Site, IP addresses of visitors to our Site, statistics about which pages on our Site are viewed most often, dates and times our Site is visited, how long visitors look at each page, general geographic information about visitors, types of browsers and devices used to access our Site, etc.

We use cookies to gather this information and provide us with statistics in an aggregated, non-identifiable format that we use to make the experience of our Site easier and more relevant.

If you do not want cookies from being set on your computer or electronic device, you can visit the settings page of your browser and disable cookies.

By continuing to use our Site, you indicate your agreement with this policy.

For all further questions, comments, or suggestions about our policies, please email us.