Disclaimer and Terms and Conditions of Use of the Website
Sage Advisory Services Ltd. Co.
5900 Southwest Parkway
Building 1, Suite 100
Austin, Texas 78735
512-327-5530
Sage Advisory Services, Ltd. Co. ("Sage" or the “Firm”) is registered with the Securities and Exchange Commission as an investment adviser under the Investment Advisers Act of 1940, as amended. All information contained within this Web site is for informational purposes and should not be construed as investment advice. It does not constitute an offer, solicitation or recommendation to purchase any security, product or investment advisory services nor shall any such security or investment advisory service be offered or sold to any person in any jurisdiction or country in which such offer, solicitation, recommendation, purchase or sale would be unlawful under the securities laws of such jurisdiction or country. This Web site is intended for citizens and residents of the United States only and only in those states in which Sage may lawfully transact business.
Proprietary Information
The information and content of this Web site is proprietary. While you may print a copy of the information contained on this Web site for your own personal use or that of your clients, any other republication or redistribution of the text or graphics, video and audio portions of this Web site, including, without limitation, linking or framing, is expressly prohibited without prior written permission from Sage. You may request permission by contacting our Chief Compliance Officer.
The information and opinions contained in this Web site have been compiled or arrived at based on information obtained from sources believed to be reliable and in good faith, but Sage does not represent that it is accurate or complete, and it should not be relied upon as such. Opinions expressed are the Firm’s current opinions as of the date appearing on the material only, and are subject to change without notice. Nothing contained in this Web site constitutes tax or investment advice.
Sage makes no representations of future performance, nor implications that past performance may represent performance returns to be expected; the value of investments and income derived from those investments can decrease as well as increase. Future returns are not guaranteed. Please refer to our Form ADV, available upon request, for additional information.
Information Provided “AS IS”
ALL INFORMATION AND CONTENT ON THE SAGE WEB SITE ARE, SUBJECT TO APPLICABLE STATUTES AND REGULATIONS, FURNISHED "AS IS", WITHOUT WARRANTY OF ANY KIND, EXPRESS OR IMPLIED, INCLUDING BUT NOT LIMITED TO IMPLIED WARRANTIES OF MERCHANTABILITY OR FITNESS FOR A PARTICULAR PURPOSE.
Neither Sage nor any of its affiliates, officers or employees makes any judgment or warranty with respect to the accuracy, timeliness or suitability of the content of any of the information or services provided in this Website or the links to other Web sites.
Tracking Site Usage
Sage does not obtain or utilize user-specific information and does not capture information unless you provide it to us either directly or by email. ( Privacy )
We do track general Web site information about how many total users access the Web site and the information functions within it. We use this information to improve and manage the Web site.
Computer Viruses
There is always the possibility of unknowingly acquiring computer viruses on the Internet. Sage suggests that you make every effort to be aware of this possibility and to scan downloaded materials. Sage is not responsible or liable for any damage caused by these viruses as a result of your usage of our Web site.
Internet email
Regular Internet email is not secure and should not be used to send confidential information to the Firm.
Links to and From Our Web Site
Sage permits links from other Web sites and provides links to other Web sites as a convenience to visitors. A link to a non-Sage Web site does not imply that Sage endorses that Web site. Sage makes no representations about the accuracy or completeness of the information contained in any linked Web sites and assumes no liability for the content or presentation of linked Web sites. Such links, if any, are provided only as a convenience and not as a result of any endorsement of the Web site or its contents by Sage. There are inherent risks in the use of any software or information found on the Internet, all of which risks are assumed fully by you by making any use of the services. You may access additional information through the accompanying links, subject to these conditions: (a) Such information was not prepared by Sage and is not subject to our control and Sage shall have no liability for any loss or damage resulting in any manner from such information or from any access to, or use of, such information, whether as to its accuracy, timeliness, currency, sequence, display, usefulness, completeness, suitability for any purpose or otherwise, including (but not limited to) any losses arising from any investment transaction made on the basis of any such information; and (b) Sage disclaims any responsibilities for their Web site’s privacy policies.
Services Provided and Warranties and Limitation of Liability
Visitors accessing the Sage Web site, agree to the following additional terms and conditions:
SERVICES PROVIDED
Sage provides electronic access to certain services and information to you through its Web site. Sage may cancel or change these services and information or registration requirements at any time without notification to you. In the event you elect to view your portfolio and transactions through the Sage Web site, you will be asked to select a user name and password. The user name and password are for your personal use only. You shall at all times maintain the confidentiality of the user name and password and shall not disclose them to any third party. You shall be fully responsible for all statements made and acts or omissions that occur while your user name and password are being used. Sage shall not be responsible for any breach of security caused by your failure to maintain the confidentiality of the user name or password. You shall notify Client Service at Sage immediately in the event of loss, theft, disclosure or unauthorized use of your user name or password. Sage may terminate your access to this service in connection with unauthorized use of your user name or password or at any time without prior notice.
WARRANTIES AND LIMITATION OF LIABILITY
THE ACCURACY, COMPLETENESS, SEQUENCE OR TIMELINESS OF THE INFORMATION CANNOT BE GUARANTEED. SAGE AND ITS AFFILIATES, OFFICERS, EMPLOYEES, AGENTS, AND LICENSORS SHALL NOT HAVE ANY RESPONSIBILITY FOR DIRECT, INDIRECT, CONSEQUENTIAL, SPECIAL, OR OTHER DAMAGES YOU MAY INCUR FOR ANY RELIANCE BY YOU ON INFORMATION CONTAINED IN THE SAGE WEB SITE OR FOR THE RELIABILITY, ACCURACY, COMPLETENESS, SEQUENCE OR TIMELINESS THEREOF, OR FOR ANY DELAYS OR ERRORS IN THE TRANSMISSION OR DELIVERY OF ANY PART OF THE INFORMATION OR SERVICES, OR FOR ANY UNAUTHORIZED USE OF THE SERVICES.
ANY SECURITIES PRICE QUOTATIONS PROVIDED OR DISPLAYED AS PART OF THE WEB SITE OR SERVICES MAY BE DELAYED AND MAY NOT REFLECT THE PRICES AT WHICH A QUOTED SECURITY MAY BE BOUGHT OR SOLD AT THAT TIME. NO DECISIONS TO BUY OR SELL SECURITIES SHOULD BE MADE BASED ON SUCH QUOTATIONS OR ON ANY OTHER INFORMATION ACCESSED ON OR THROUGH THE WEB SITE. SAGE MAY MODIFY OR DISCONTINUE THE AVAILABILITY OF THE SERVICES IN THIS WEB SITE TO ANY PERSON AT ANY TIME. YOU AGREE NOT TO ASSERT ANY CLAIM AGAINST SAGE, ITS AFFILIATES, OFFICERS OR EMPLOYEES FOR ANY DAMAGES ARISING FROM YOUR USE OF ANY OTHER SERVICES OR FROM ANY DISCONTINUATION OR MODIFICATION OF ALL OR PART OF THE SERVICES OR INFORMATION.
IN ADDITION TO AND WITHOUT LIMITING THE FOREGOING, SAGE MAKES NO REPRESENTATION OR WARRANTY AND ASSUMES NO LIABILITY REGARDING THE QUALITY, SAFETY, ACCURACY, OR SUITABILITY OF ANY INFORMATION OR SOFTWARE FOUND ON ANY WEB SITE THAT MAY BE ACCESSED THROUGH A LINK AVAILABLE ON SAGE’S WEB SITE.
SAGE, ITS AFFILIATES, OFFICERS, AND EMPLOYEES SHALL NOT BE LIABLE FOR ANY LOSSES OR DAMAGES INCURRED BY YOU OR BY ANY PERSON UTILIZING YOUR USER NAME AND PASSWORD RELATED IN ANY WAY TO USE OF THE SERVICES AND INFORMATION OR FOR LOSSES CAUSED BY THE NEGLIGENCE, ACTIONS OR FAILURE TO ACT OF ANY THIRD PERSON OR FOR ANY INDIRECT, SPECIAL, INCIDENTAL OR CONSEQUENTIAL DAMAGES (REGARDLESS OF WHETHER SUCH DAMAGES ARE REASONABLY FORESEEABLE), OR FOR ANY LOSS THAT RESULTS FROM A CAUSE OVER WHICH SAGE OR ITS AFFILIATES DOES NOT HAVE CONTROL, INCLUDING, BUT NOT LIMITED TO, FAILURE OF ELECTRONIC OR MECHANICAL EQUIPMENT, UNAUTHORIZED ACCESS, STRIKES, FAILURES OF COMMON CARRIER OR UTILITY SYSTEMS, SEVERE WEATHER, OR OTHER CAUSES BEYOND SAGE’S CONTROL.
Governing Law
Sage may modify this Disclaimer and Terms and Conditions of Use of the Website at any time upon written notice or posting to the Web site. If you use the services after such notification of changes in the Disclaimer and Terms and Conditions of Use of the Website, you shall be bound by all such changes. Should any parts of the Disclaimer and Terms or Conditions of Use of the Website be deemed or held to be invalid or unenforceable, the remaining Disclaimer and Terms and Conditions of Use of the Website shall continue in full force and effect. The Disclaimer and Terms and Conditions of Use of the Website shall be governed by the laws of the State of Texas.
Revised: October 1, 2004
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