Legal Disclaimer.
Advisory services are offered through Cayside Partners LLC being a registered investment adviser (“RIA”) regulated by the U.S. Securities and Exchange Commission (“SEC”). The advisory services are only offered in jurisdictions where the RIA is appropriately registered. The use of the term “registered” does not imply any particular level of skill or training and does not imply any approval by the SEC. For a complete discussion of the scope of advisory services offered, fees, and other disclosures, please review the RIA’s Disclosure Brochure (Form ADV Part 2A) and Form CRS, available upon request from the RIA and online at https://adviserinfo.sec.gov/. We also encourage you to review the RIA’s Privacy Policy and Code of Ethics, which are available upon request.
This information is for educational purposes and is not intended to provide, and should not be relied upon for, accounting, legal, tax, insurance, or investment advice. This does not constitute an offer to provide any services, nor a solicitation to purchase securities. The contents are not intended to be advice tailored to any particular person or situation. We believe the information provided is accurate and reliable, but do not warrant it as to completeness or accuracy. This information may include opinions or forecasts or “forward-looking” statements including investment strategies and economic and market conditions; however, there is no guarantee that such opinions or forecasts will prove to be correct, and they also may change without notice.
Forward-looking statements involve known and unknown risks, uncertainties and other factors which may cause the actual results to differ materially and/or substantially from any future results, performance or achievements expressed or implied by those projected in the forward-looking statements for any reason. We encourage you to speak with a qualified professional regarding your scenario and the then-current applicable laws and rules.
Different types of investments involve degrees of risk. The future performance of any investment or wealth management strategy, including those recommended by us, may not be profitable or suitable or prove successful. Past performance is not indicative of future results. One cannot invest directly in an index or benchmark, and those do not reflect the deduction of various fees that would diminish results. Any index or benchmark performance figures are for comparison purposes only, and client account holdings will not directly correspond to any such data.
Our clients must, in writing, advise us of personal, financial, or investment objective changes and any restrictions desired on our services so that we may re-evaluate any previous recommendations and adjust our advisory services as needed. For current clients, please advise us immediately if you are not receiving monthly account statements from your custodian. We encourage you to compare your custodial statements to any information we provide to you.
Terms & Conditions
This website (the "Site") is owned and operated by Cayside Partners, LLC ("Cayside" or "we" or "our"). Please read the following Terms and Conditions ("Terms") carefully. By accessing the Site, you signify your agreement with and understanding of the following Terms pertaining to the Site and any material or information in it.
Informational Use Only; No Investment Advice or Financial Services
The content of the Site is for informational purposes only; nothing in the Site constitutes an offer or solicitation for the purchase or sale of any financial instrument or a commitment by Cayside or its affiliates to enter into any investment products. Nothing contained in this Site should be construed as a recommendation that a visitor purchase, sell, or hold any security or other investment, or pursue any investment style or strategy. Prospective investors must make an independent assessment of such matters in consultation with their own professional advisors. Nothing in the Site should be construed as legal, tax, regulatory or accounting advice.
Restricted Access
The content of the Site is not directed at or intended for distribution to any person or entity who is a citizen or resident of (or located or established in) any jurisdiction where the use of the Site would be contrary to applicable law or regulation or would subject Cayside to any registration or licensing requirement in such jurisdiction.
Disclaimer of Warranty and Limitation of Liability
The information provided on this site is provided “as is” and “as available” and without warranties of any kind, either express or implied. Cayside hereby expressly disclaims to the extent permitted by applicable law and/or regulation all warranties, express, statutory, or implied, regarding the Site and any results to be obtained from the use of the Site.
Cayside does not warrant or guarantee the accuracy, validity, reliability, timeliness, suitability, completeness or availability of this Site or the information or results obtained from use of this Site or that this Site or the information therein will be free from error.
Cayside accepts no liability for information represented on this Site. Viewing of information on this Site neither constitutes nor implies any relationship—advisory or otherwise—between Cayside and Site visitors.
Investment Risk
Investing can be highly illiquid and may engage in leveraging and other speculative investment practices which may involve volatility of returns and significant risk of loss, including the potential for loss of the entire principal invested. No assurances can be given that the investment objectives of the Cayside or its funds will be achieved, and investment results may vary substantially over time. Past performance is not necessarily indicative of future results.
Use of Site Information
The copyright and other intellectual property rights associated with the content of this Site are owned by Cayside. You may print copies of any accessible portion or portions of this Site for personal use. You may discuss the Information with financial, legal or tax advisors. However, you may not publish, broadcast, retransmit, reproduce, repackage, frame, commercially exploit, create any derivative of, or redistribute all or any portion of the Site unless explicitly permitted by Cayside.
Site Analytics And Personal Information
Cayside has implemented standard analytics that allow us to learn limited information about Site visitors and their use of the Site. No personal information is gathered by Cayside on visitors to this Site as part of this analytics process. Furthermore, any personal information you provide of your own volition, such as on the form submission on our contact page, shall be reserved solely for the private use of Cayside, and will not be shared with or sold to any other party.
SMS Privacy Policy
At Cayside Partners, we are committed to protecting the privacy and security of your personal information. This privacy policy outlines how we collect, use, and safeguard the information exchanged through SMS communication for the purpose of responding to customer inquiries and providing order status updates.
Collection of Information
When you provide your phone number to receive SMS updates from Cayside Partners, we may collect certain personal information, such as your phone number and any other information you voluntarily provide during the order or communication process. We may also collect information about your interactions with our SMS communication, including the content of the messages and any responses you send.
Use of Information
The information collected through SMS communication will solely be used for the purpose of:
Responding to customer inquiries
Providing order status updates
Facilitating communication between prospective customers, customers, and our customer service team
Sharing of Information
Cayside Partners, LLC does not share any information exchanged through SMS communication with third parties. Your personal information will only be disclosed to third parties in accordance with applicable laws and regulations or with your explicit consent. We do not share SMS messaging opt-in consent with" any third parties.
Opt-out
To opt-out of SMS communication with Cayside Partners, LLC via text, please notify your contact at Cayside Partners, LLC, or send an email to operations@caysidepartners.com.
Security Measures
We take reasonable measures to protect the information exchanged through SMS communication from unauthorized access, disclosure, alteration or destruction. However, please be aware that no method of transmission over the Internet or electronic storage is 100% secure.
By providing your phone number to receive SMS communication or updates from Cayside Partners, LLC, you consent to the collection and use of your information as described in this privacy policy. If you have any questions or concerns about our privacy practices related to SMS communication, please email us at operations@caysidepartners.com.
Changes to the Site
Cayside may change, suspend, or discontinue any aspect of the site at any time, including the availability of any Site feature or content. If you use this Site after we post changes to these Terms, you accept the changed terms. Cayside may also offer other services from time to time that are governed by different terms and conditions.
Material to be Consulted in its Entirety
All materials in 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 other clauses apply to any partial document or material in the same manner as they do to the whole, and will be deemed incorporated in the portion of any material or document that you consult or download.
Investor Login
Actual investors may, in Cayside’s sole discretion, be provided access to their account information via the “Investor Login” portion of this Site. Such access is password-protected. You are responsible for the confidentiality and use of your Investor Login credentials (i.e., username and password). You agree to contact us immediately if you believe that an unauthorized person has obtained access to your credentials. The portion of the Site and the content thereof available through the Investor Login link may be subject to different terms and conditions on use.
Miscellaneous
Certain information contained in this Site constitutes “forward-looking statements” which can be identified by the use of forward-looking terminology such as “may,” “will,” “target,” “should,” “expect,” “attempt,” “anticipate, “intend,” “seek,” “continue,” or “believe” or the negatives thereof or other variations thereon or comparable terminology. Due to the various risks and uncertainties, actual events or results in the actual performance of the funds may differ materially from those reflected or contemplated in such forward-looking statements.