Legal Disclosures and Terms of Use

The Beacon Pointe family of companies (“Beacon Pointe”) includes Beacon Pointe Advisors, LLC (“BPA”) and its affiliates. BPA is an investment adviser registered with the United States Securities and Exchange Commissions.

Information on this Website is provided for educational or informational purposes only. Beacon Pointe does not transact business on this Website. Nothing herein should be construed as financial advice. Financial advice is available solely to clients of Beacon Pointe pursuant to a written agreement.

Proprietary Information

The information set forth on this Website is for the sole use of our clients, prospective clients, and business partners, and only in connection with the purposes for which it is presented. The Website content, including the logos contained herein, is protected by federal and common law copyright and trademark laws. By viewing and/or accepting delivery of the information, the viewer/intended recipient agrees that: a) the information set forth and the methodologies utilized herein are proprietary to Beacon Pointe, b) no part hereof will be reproduced, reprinted, disseminated, displayed, or utilized for any reason other than the purposes expressed by the Beacon Pointe, without the prior written consent of Beacon Pointe, and c) any alteration, decompiling, or reverse engineering of any software component of this Website is strictly prohibited.

Disclaimer of Warranty, Limitation of Liability and Hold Harmless

Opinions expressed on this Website are subject to change without notice. Beacon Pointe has exercised reasonable professional care in preparing the information contained on the Website. The information has been obtained from sources we believe to be reliable; however, Beacon Pointe has not independently verified, or attested to, the accuracy or authenticity of the information.  This Website, including any content or information contained within it or any site-related service, is provided “AS IS,” with all faults, with no representations or warranties of any kind, express or implied, including, but not limited to, the implied warranties of merchantability, fitness for a particular purpose, and noninfringement. You assume total responsibility and risk for your use of this Website, site-related services, and hyperlinked websites.   Beacon Pointe disclaims responsibility for the accuracy of any third-party information on this Website, and any sites that are referenced via trackbacks or html links.

BEACON POINTE IS NEITHER RESPONSIBLE NOR LIABLE FOR ANY DIRECT, INDIRECT, CONSEQUENTIAL, SPECIAL, EXEMPLARY, PUNITIVE, OR OTHER DAMAGES ARISING OUT OF OR RELATING IN ANY WAY TO THIS WEBSITE, SITE-RELATED SERVICES, CONTENT OR INFORMATION CONTAINED WITHIN THE WEBSITE, AND/OR ANY HYPERLINKED WEBSITE. YOUR SOLE REMEDY FOR DISSATISFACTION WITH THIS WEBSITE, SITE-RELATED SERVICES, AND/OR HYPERLINKED WEBSITES IS TO STOP USING THIS WEBSITE AND/OR THOSE SERVICES.

Each client, prospective client, and visitor to this Website agrees, as a condition precedent to his/her/its access to Beacon Pointe’s Website, to release and hold harmless Beacon Pointe, its officers, directors, owners, employees and agents from any and all adverse consequences resulting from any of his/her/its actions and/or omissions which are independent of his/her/its receipt of personalized individual advice from Beacon Pointe pursuant to a written and fully-executed agreement.

Protecting Information of Minors

This Website is not directed to individuals under the age of thirteen (13), and we request that these individuals do not provide personal information through this Website.  We do not knowingly collect information from minors under 13 without parental consent.

Choice of Law and Venue

These Legal Disclosures and Terms and Conditions are entered into in the State of California and shall be governed by and construed in accordance with the laws of the State of California, exclusive of its choice of law rules.  Each party to these Legal Disclosures and Terms and Conditions submits to the exclusive jurisdiction of the state and federal courts sitting in Orange County, CA, and waives any jurisdictional, venue or inconvenient forum objections to such courts.  In any action to enforce these Legal Disclosures and Terms and Conditions, the prevailing party will be entitled to costs and attorney’s fees.  In the event that any of the Legal Disclosures and Terms and Conditions are held by a court of competent jurisdiction to be unenforceable, those provisions shall be limited or eliminated to the minimum extent necessary so that these Legal Disclosures and Terms and Conditions shall otherwise remain in full force and effect.

Updates and Continued Acceptance

We may update these Legal Disclosures and Terms and Conditions from time to time, with or without notice to you, in accordance with applicable law. After doing so, the date below will be updated.  Please check back regularly for any changes. Your continued use of the Website following any changes to these Legal Disclosures and Terms and Conditions constitutes your acceptance of any such changes made.

Thank you for your continued confidence in Beacon Pointe. We appreciate your business.

IMPORTANT NOTICE:

You are now leaving the website of Beacon Pointe Advisors and will be entering the website for Institutional Intelligent Portfolios®, an automated investment management service made available to you exclusively through Beacon Pointe Advisors. Beacon Pointe Advisors is independent of and not owned by, affiliated with, or sponsored or supervised by Schwab. Schwab has no responsibility for the content of Beacon Pointe Advisors' website. This link to the Institutional Intelligent Portfolios website should not be considered to be either a recommendation by SPT, Schwab, or any of their affiliates, or a solicitation of any offer to purchase or sell any security.

Privacy Preferences
When you visit our website, it may store information through your browser from specific services, usually in form of cookies. Here you can change your privacy preferences. Please note that blocking some types of cookies may impact your experience on our website and the services we offer.
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