Disclosures and Terms of Service
Carnegie Investment Counsel (“Carnegie”) is a registered investment adviser with the United States Securities and Exchange Commission (“SEC”). Any reference to or use of the terms “registered investment adviser” or “registered,” does not imply that Carnegie or any person associated with Carnegie has achieved a certain level of skill or training. Carnegie may only transact business or render personalized investment advice in those states and international jurisdictions where we are registered, notice filed, or where we qualify for an exemption or exclusion from registration requirements. The purpose of this Website is to provide general information on our products and services only and should not be construed as a solicitation to effect, or attempt to effect, either transactions in securities or the rendering of personalized investment advice over the Internet. Any communications with prospective clients residing in states or international jurisdictions where Carnegie and its advisory affiliates are not registered or licensed shall be limited so as not to trigger registration or licensing requirements.
Terms of Service:
PLEASE READ THE FOLLOWING TERMS AND CONDITIONS CAREFULLY. THEY GOVERN YOUR ACCESS AND USE OF THIS WEBSITE. BY ACCESSING OR USING THIS WEBSITE, YOU AGREE TO BE BOUND BY THESE TERMS AND CONDITIONS AND ACCEPT THEM IN FULL, AS THEY MAY BE MODIFIED BY CARNEGIE FROM TIME-TO-TIME AND POSTED ON THIS WEBSITE.
Although Carnegie attempts to provide accurate information, names, images, pictures, logos, icons, documents, and materials (collectively, the "Contents") on the Website, it makes no representation, endorsement, or warranty that such Contents are accurate or suitable for any particular purpose.
THE WEBSITE AND ITS CONTENTS ARE PROVIDED ON AN "AS IS" BASIS. USE OF THE WEBSITE AND ITS CONTENTS IS AT THE USER'S SOLE RISK. THE WEBSITE AND ITS CONTENTS ARE PROVIDED WITHOUT ANY REPRESENTATIONS, ENDORSEMENTS, OR WARRANTIES OF ANY KIND WHATSOEVER, EITHER EXPRESS OR IMPLIED, INCLUDING, BUT NOT LIMITED TO, ANY WARRANTIES OF TITLE OR ACCURACY AND ANY IMPLIED WARRANTIES OF MERCHANTABILITY, FITNESS FOR A PARTICULAR PURPOSE, OR NON-INFRINGEMENT, WITH THE SOLE EXCEPTION OF WARRANTIES (IF ANY) WHICH CANNOT BE EXPRESSLY EXCLUDED UNDER APPLICABLE LAW. AS NOTED BELOW.
Limitation of Liability:
IN NO EVENT WILL CARNEGIE OR ITS SUBSIDIARIES, AFFILIATES, CONTRACTORS, OR THEIR RESPECTIVE EMPLOYEES BE LIABLE FOR ANY DAMAGES, INCLUDING, WITHOUT LIMITATION, INDIRECT, INCIDENTAL, SPECIAL, CONSEQUENTIAL OR PUNITIVE DAMAGES, WHETHER UNDER A CONTRACT, TORT OR ANY OTHER THEORY OF LIABILITY, ARISING IN CONNECTION WITH ANY PARTY'S USE OF THE WEBSITE OR IN CONNECTION WITH ANY FAILURE OF PERFORMANCE, ERROR, OMISSION, INTERRUPTION, DEFECT, DELAY IN OPERATION OR TRANSMISSION, COMPUTER VIRUS, LINE SYSTEM FAILURE, LOSS OF DATA, OR LOSS OF USE RELATED TO THIS WEBSITE OR ANY WEBSITE OPERATED BY ANY THIRD PARTY OR ANY CONTENTS OF THIS WEBSITE OR ANY OTHER WEBSITE, EVEN IF CARNEGIE IS AWARE OF THE POSSIBILITY OF SUCH DAMAGES.
Third Party Links, Products and Services Disclaimer:
Carnegie does not assume any responsibility or liability for the actions, product, and content for any third parties. You should carefully review their privacy statements and other conditions of use. You will use these links at your own risk.
Copyrights and Trademarks:
All content included on this Website, such as text, graphics, logos, button icons, images, photos, data compilations, and software, is the property of Carnegie or its content suppliers and is protected by United States and international copyright laws. The compilation of all content on this Website is the exclusive property of Carnegie and protected by U.S. and international copyright laws. You may not modify, publish, transmit, participate in the transfer or sale of, reproduce, create derivative works from, distribute, perform, display, incorporate into another website, or in any other way exploit any of the content, in whole or in part without the specific permission of Carnegie.
Carnegie’s graphics, logos, page headers, button icons, scripts, and service names are trademarks, registered trademarks or trade dress of Carnegie in the U.S. and/or other countries.
Carnegie’s, trademarks and trade dress may not be used in connection with any product or service that is not Carnegie in any manner that is likely to cause confusion among customers or in any manner that disparages or discredits Carnegie. All other trademarks not owned by Carnegie that appear on this Website are the property of their respective owners, who may or may not be affiliated with, connected to, or sponsored by Carnegie.
Transmissions to and from this Website:
Except where expressly indicated otherwise, transmissions to and from this Website or directed to Carnegie including E-mails, are not sent in a secure form and can be intercepted by third parties and may not be immediately received by the appropriate business unit at Carnegie. Please do not use E-mail to send us communications which contain confidential information, which we require to be in writing, or which need our immediate attention. Please contact us at through the form on the Contact Us page of our Website. Any transmission to this Website, including E-mails shall be deemed and remain the property of Carnegie. Carnegie shall be free to use, for any purpose, any ideas, concepts, know-how, or techniques provided by a Website user to Carnegie through this Website.
License and Site Access:
Carnegie grants you a limited license to access and make personal use of this Website and not to download or modify anything, or any portion of it, except with express written consent of Carnegie. This license does not include any resale or commercial use of this Website or its contents; any collection and use of any product listings, descriptions, or prices; any derivative use of this Website or its contents; any downloading or copying of account information for the benefit of another merchant; or any use of data mining, robots, or similar data gathering and extraction tools. This Website or any portion of this Website may not be reproduced, duplicated, copied, sold, resold, visited, or otherwise exploited for any commercial purpose without express written consent of Carnegie. You may not frame or utilize framing techniques to enclose any trademark, logo, or other proprietary information (including images, text, page layout, or form) of Carnegie without express written consent. You may not use any meta tags or any other “hidden text” utilizing Carnegie’s name or trademarks without the express written consent of Carnegie. Any unauthorized use terminates the permission or license granted by Carnegie. You are granted a limited, revocable, and nonexclusive right to create a hyperlink to the home page of Carnegie so long as the link does not portray Carnegie, or its products or services in a false, misleading, derogatory, or otherwise offensive matter. You may not use any Carnegie’s logo or other proprietary graphic or trademark as part of the link without express written permission.
Intended Audience. The information provided on this Website is not intended for distribution to, or use by, any person or entity in any jurisdiction or country where such distribution or use would be contrary to law or regulation, or which would subject Carnegie or its affiliates to any registration requirement within such jurisdiction or country. Carnegie is registered with the U.S. Securities and Exchange Commission ("SEC") as an investment adviser pursuant to the Investment Advisors Act of 1940. Carnegie does not claim that the products or services in this Website are available in any particular jurisdiction or appropriate for any particular investor. If you choose to access this Website from a location other than the United States, you do so on your own initiative, and you are responsible for compliance with any applicable local laws.
Termination of Right to Use Website:
Carnegie reserves the right to terminate your right to use this Website if you violate any of these Terms of Service. Upon termination of your right to use the Website, Carnegie will remove your account privileges. Carnegie will have no obligation to return to you your submitted data. The disclaimers and limitations of liabilities set forth in these Terms of Service shall survive any such termination. Your sole recourse and remedy if Carnegie terminates your right to use this Website, is to receive a refund for any products paid for but not processed or fulfilled by Carnegie if any.
Exclusions and Limitations:
Some Jurisdictions do not allow the exclusion of certain warranties or the limitation of liability for incidental or consequential damages. Accordingly, some of the limitation may not apply to you.
These Terms of Service will be governed by and construed in accordance with the laws of the State of Ohio, without giving effect to any principles of conflicts of laws. Any action seeking legal or equitable relief arising out of or relating to this Website or Terms of Service, sole jurisdiction shall reside with the appropriate State or Federal Court located in Cleveland, Ohio. A printed version of these Terms of Service will be admissible in judicial and administrative proceedings based upon or relating to these Terms of Service to the same extent and subject to the same conditions as other business documents and records originally generated and maintained in printed form.
If any provision of the Terms of Service shall be unlawful, void or for any reason unenforceable, then that provision shall be deemed severable from the Terms of Service and shall not affect the validity and enforceability of any remaining provisions. Carnegie makes no representation that the Terms of Service comply with the laws of any other country. Visitors who use the Website and/or services and reside outside the United States do so on their own initiative and are responsible for compliance with local laws, if and to the extent local laws are applicable. By virtue of your use of the Website, you agree not to transfer, by electronic transmission or otherwise, any materials derived from the Website and/or services in violation of any laws.
No waiver by Carnegie of any right under or term or provision of these Terms and Conditions will be deemed a waiver of any other right, term, or provision of these Terms and Conditions at that time or a waiver of that or any other right, term, or provision of these Terms and Conditions at any other time.
FT 300 Disclosure:
The Financial Times 300 Top Registered Investment Advisers is an independent listing produced annually by the Financial Times (June 2019). The FT 300 is based on data gathered from RIA firms, regulatory disclosures, and the FT’s research. The listing reflected each practice’s performance in six primary areas: assets under management, asset growth, compliance record, years in existence, credentials and online accessibility. This award does not evaluate the quality of services provided to clients and is not indicative of the practice’s future performance. Neither the RIA firms nor their employees pay a fee to The Financial Times in exchange for inclusion in the FT 300.