Terms of Use

Welcome to the website of Councilor and its affiliated entities (“Firm,” “we,” “our,” or “us”). These Terms of Use govern your access to and use of this website (“Site”).

By accessing or using this Site, you agree to be bound by these Terms of Use. If you do not agree with these Terms, please do not use this Site.

Eligibility

This Site is intended for users who are at least 16 years of age. By using this Site, you represent that you meet this requirement.

Informational Purposes Only

The content provided on this Site is for general informational purposes only and should not be construed as accounting, tax, legal, investment, financial, or other professional advice.

Transmission or receipt of information through this Site does not create a client, advisory, fiduciary, or professional services relationship between you and the Firm. Professional advice should be obtained based on your individual circumstances before making any decisions or taking any action.

Past results, outcomes, or discussions contained on this Site do not guarantee similar future results or outcomes.

No Guarantee of Accuracy

While we strive to provide accurate and timely information, the Firm makes no representations or warranties regarding the accuracy, completeness, reliability, or timeliness of any content on this Site.

Content may become outdated or may change without notice. The Firm assumes no obligation to update information contained on this Site.

Site Availability

We reserve the right to modify, suspend, or discontinue any portion of this Site or its content at any time without notice. We do not guarantee uninterrupted or error-free access to the Site.

Permitted Use

You may use this Site solely for lawful and informational purposes related to learning about the Firm and its services.

You agree not to:

• Use the Site in violation of any applicable law or regulation;
• Attempt to gain unauthorized access to the Site or related systems;
• Introduce malicious code or disruptive technologies;
• Use the Site in a manner that could impair functionality or security; or
• Copy, reproduce, distribute, or exploit Site content except as permitted by law or with prior written consent from the Firm.

Intellectual Property

All content on this Site, including text, graphics, logos, branding, trademarks, service marks, images, downloads, and other materials, is owned by or licensed to the Firm and protected by applicable intellectual property and copyright laws.

No content from this Site may be copied, reproduced, modified, republished, transmitted, or distributed without prior written permission from the Firm, except for personal, non-commercial use.

Third-Party Links

This Site may contain links to third-party websites, services or social media platforms for convenience or informational purposes. The Firm does not control and is not responsible for the content, security, privacy practices, or availability of any third-party sites or services.

Inclusion of a link does not imply endorsement or affiliation unless specifically stated.

Limitation of Liability

Your use of this Site is at your own risk.

To the fullest extent permitted by law, the Firm disclaims all warranties, express or implied, regarding this Site and its contents, including warranties of merchantability, fitness for a particular purpose, non-infringement, and availability.

The Firm shall not be liable for any direct, indirect, incidental, consequential, special, or punitive damages arising out of or related to your use of, or inability to use, this Site or any content contained herein.

Regulatory and Entity Disclosures

Certain services described on this Site may be provided through separate affiliated entities. Investment advisory or wealth management services, where applicable, are offered only through appropriately registered entities and subject to separate agreements and disclosures, including applicable Form ADV and Form CRS documents.

Nothing contained on this Site constitutes an offer of securities or investment advisory services in any jurisdiction where such offer would be unlawful.

Privacy

Please review our Privacy Policy and applicable Wealth Privacy Policy for information regarding how we collect, use, and protect information submitted through this Site.

Changes to These Terms

The Firm reserves the right to modify or update these Terms of Use at any time without prior notice. Changes will become effective upon posting to this Site. Your continued use of the Site following any changes constitutes your acceptance of the revised Terms.

Governing Law

These Terms of Use shall be governed by and construed in accordance with the laws of the State of Maryland, without regard to conflict of law principles.

Contact Information

If you have questions regarding these Terms of Use, you may contact us at:

Councilor
7910 Woodmont Avenue, Suite 500
Bethesda, MD 20814
301.986.0600
compliance@councilor.com