Please read the following terms and conditions (“Terms”). By using this website (“Site”), you agree to abide and be bound by these Terms. Allocate may change, add, or remove portions of these Terms from time to time and any modifications will be effective immediately upon posting unless we indicate otherwise. Allocate may change, suspend, or discontinue any aspect of the Site at any time, including the availability of any Site feature, database, or content.
This Site is maintained and operated by Allocate Holdings Inc (“Allocate Holdings”). The contents of this Site and any information accessible through the Site are only intended to provide general information about different services and tools offered by Allocate Holdings or its subsidiaries, Allocate Management Company, LLC (“Allocate Management”) and Allocate Technologies, LLC (“Allocate Technologies” and, together with Allocate Holdings, Allocate Management and its or their affiliates, “Allocate”, and each, an “Allocate Entity”). The term “Allocate”, “we”, “our” or “us” also refers to each Allocate entity and each of its employees, directors, members, agents, affiliates, officers, successors, assigns, and subsidiaries.
Advisory and investment services are solely provided by Allocate Management and are subject to an investment advisory agreement. Allocate Management is an investment advisor registered with the Securities and Exchange Commission (“SEC”). Registration with the SEC in no way implies a certain level of skill or training, or that the SEC has endorsed any of the entities, products or services discussed herein. Additional important information about Allocate Management, including our Form ADV Part 2A Brochure, is available at the SEC’s website, http://www.adviserinfo.sec.gov.
This Site is for informational purposes only and nothing herein should be construed as a recommendation by Allocate or any third party to provide investment advice. It does not consider the particular investment objectives, restrictions, or financial, legal or tax situation of any specific investor. It is not intended to be, nor should it be construed or used as, investment, tax or legal advice, a recommendation or opinion regarding the appropriateness or suitability of any investment or strategy, or an offer to sell, or a solicitation of an offer to buy, any interest in any security sponsored, discussed, or mentioned by Allocate or any third party, including any interest in a private fund, pool, investment product, investment account or other investment vehicle or product, or to engage Allocate Management in any investment services. Any such offers or solicitations will be made separately and only by means of the confidential offering documents which should be read in their entirety, and only to those who, among other requirements, meet certain qualifications under federal securities laws. There can be no assurances that any investment objectives will be achieved or investment strategies will be successful. Any investment in a vehicle managed by Allocate Management involves a high degree of risk including the risk that the entire amount invested is lost.
Allocate makes no representation, express or implied, that any information on this Site is suitable for any particular person or entity. While certain tools available or discussed on this Site may provide general analysis, the results are not to be considered advice or recommendations by an Allocate Entity.
Any opinions, assumptions, assessments, statements or the like (collectively, “Statements”) regarding market condition, future events or which are forward-looking, including Statements about investment processes, investment objectives, goals or risk management techniques, constitute only the subjective views, beliefs, outlooks, forecasts, projections, estimations or intentions of Allocate, should not be relied on, are subject to change due to a variety of factors, including fluctuating market conditions and economic factors, and involve inherent risks and uncertainties, both general and specific, many of which cannot be predicted or quantified and are beyond Allocate’s control. Although Allocate believes that the expectations reflected in the Statements are reasonable, no representation is made or assurance given that such views, beliefs, outlooks, forecasts, projections, estimations or intentions are correct or that the objectives of any investment will be achieved or that investors will receive a return of their capital. Allocate undertakes no responsibility or obligation to revise or update such Statements. Statements expressed herein may not be shared by all personnel of Allocate.
Past performance of any pooled investment vehicles, investments, or investment strategies discussed on this Site, including of Allocate Management or any third party, are not indicative of future results. No current or prospective client or investor should assume that the future performance of any specific investment, investment strategy (including the investments or strategies recommended or purchased by Allocate Management), or product referred to directly or indirectly on this Site, will be profitable or equal to any corresponding indicated performance levels. Different types of investments involve varying degrees of risk, and there can be no assurance that any specific investment will either be suitable or profitable for an investor.
This Site may provide links to other websites maintained by entities not affiliated with Allocate. Links are provided only as navigation tools. Allocate makes no representations or guaranties as to information obtained from any links, including their accuracy, timeliness, suitability or completeness. Accordingly, Allocate does not accept responsibility for, and does not make any warranty, express or implied, as to any information, products or services available from third-party sites. Please to review the terms of use applicable to those sites. Any access to, or use of, a third-party site is solely at your own risk.
By accessing or using the password-protected areas of this Site (the “Portal”), you agree to comply with and be bound by any additional terms of use applicable to the Portal (“Portal Terms”). Please read the Portal Terms carefully before accessing or using the Portal. If you do not agree to the Portal Terms, you may not access or use the Portal. Access to the Portal is restricted to authorized users (“Authorized Users”) who possess valid login credentials, including a username and password. Authorized Users are solely responsible for maintaining the confidentiality of their login credentials and for any activity that occurs under their account. Authorized Users agree to notify us immediately of any unauthorized use of their account or any other breach of security.
ALL MATERIALS ARE PROVIDED “AS IS” AND “AS AVAILABLE,” MAY NOT BE RELIED UPON FOR ANY PURPOSE, AND ARE NOT SUBJECT TO EXPRESS OR IMPLIED WARRANTIES OF ANY KIND. ALLOCATE MAKES NO REPRESENTATIONS OR WARRANTIES AS TO THE ACCURACY, TIMELINESS, SUITABILITY, OR COMPLETENESS OF THE INFORMATION PROVIDED BY OR THROUGH THIS SITE. ALLOCATE MAKES NO EXPRESS OR IMPLIED WARRANTY OF ANY KIND, INCLUDING BUT NOT LIMITED TO WARRANTIES OF MERCHANTABILITY, FITNESS FOR A PARTICULAR PURPOSE OR NON-INFRINGEMENT WITH REGARD TO THIS SITE, ITS CONTENTS, AND ANY RESULTS OBTAINED. ALLOCATE MAKES NO WARRANTIES OF ANY KIND THAT THIS SITE WILL BE SECURE OR FREE FROM VIRUSES, MALWARE OR OTHER MALICIOUS OR DAMAGING SOFTWARE, OR BE UNINTERRUPTED.
To the fullest extent allowed by applicable law, you agree that Allocate will not be liable, directly or indirectly, for any damages, losses or expenses relating to the use or inability to use this Site, including but not limited to incidental, consequential, special, punitive or other damages, whether in contract, tort, negligence, strict liability or any other legal theory. This limitation of liability includes any loss relating to use or inability to use the contents of this Site as a direct or indirect result of causes including but not limited to, electronic or mechanical failure, theft, unauthorized alterations, defects, transmission, delay in operation, hacking, viruses, and temporary or permanent cessation of business or Site operations for any reason.
To the fullest extent allowed by applicable law, you agree to indemnify, release and hold Allocate harmless from and against any and all claims, liabilities, damages (actual and consequential), losses and expenses (including attorneys’ fees) arising from or in any way related to any third party claims relating to your use of the Site, and your violation of these Terms.
You agree that your exclusive remedy for dissatisfaction with this Site is to immediately discontinue using it. We reserve the right in our sole discretion to restrict or terminate your access to this Site, or any part(s) thereof, for any reason, without prior notice or liability.
This Site and the Portal and its contents, including but not limited to text, graphics, images, logos, and software, are the intellectual property of Allocate or its licensors and are protected by applicable copyright, trademark, trade secret, patent, proprietary and other intellectual property laws. You may not modify, reproduce, sell, publish, copy, distribute, transmit, display, perform, or create derivative works from any material on this Site unless expressly authorized in writing by Allocate.
These Terms shall be governed by and construed in accordance with the laws of the State of California, without regard to the conflicts of laws provisions thereof. Any disputes relating to these Terms shall be resolved exclusively in the state or federal courts located in Santa Clara County, California. These Terms are binding on you as well as your successors and permitted assigns. If any provision of these Terms is found to be unenforceable or invalid, that provision will be limited or eliminated, to the minimum extent necessary, so that these Terms shall otherwise remain in full force and effect and enforceable.
