Effective Date: May 2026
General Investment Risk Disclosure
Investing involves risk, including the possible loss of principal. Past performance is not indicative of future results, and there can be no assurance that any investment strategy, portfolio, or investment product referenced on this Site will achieve its objectives or avoid losses. The value of investments and the income derived therefrom may go down as well as up, and investors may not receive back the full amount invested.
Different types of investments involve varying degrees of risk. There can be no assurance that any specific investment or investment strategy will be suitable or profitable for any particular investor. No representation is being made that any account, portfolio, or fund will or is likely to achieve profits or losses similar to those described, shown, or implied on this Site.
Market conditions, economic factors, regulatory developments, and other circumstances beyond the control of the Company may materially affect the value of investments. Investors should carefully consider their investment objectives, risk tolerance, time horizon, and financial circumstances before making any investment decisions.
Regulatory Status Disclosure
The information provided on this Site is for general informational and educational purposes only. Tartan Investment Partners LLC does not provide investment advice, tax advice, legal advice, or other professional advice through this Site. Nothing on this Site constitutes an offer to sell or a solicitation of an offer to buy any security, investment product, or service. No client or advisory relationship is established by your use of this Site or by any communication through this Site. Tartan Investment Partners LLC is not registered as an investment adviser, broker-dealer, or in any other capacity with the Securities and Exchange Commission, the Financial Industry Regulatory Authority, or any state securities regulatory authority.
No Guarantee of Returns
Nothing on this Site constitutes a guarantee, promise, or representation that any particular investment outcome will be achieved. Any projections, forecasts, estimates, targets, or illustrative returns presented on this Site are hypothetical in nature and are provided for informational purposes only. Actual results may differ materially from any projections or estimates provided. No representation or warranty is made regarding the reasonableness of the assumptions underlying any projections or forward-looking statements.
Forward-Looking Statements Disclaimer
Certain statements on this Site may constitute “forward-looking statements” within the meaning of the Private Securities Litigation Reform Act of 1995 or other applicable securities laws. These statements may be identified by the use of words such as “anticipates,” “expects,” “intends,” “plans,” “believes,” “estimates,” “projects,” “may,” “will,” “should,” “could,” or similar expressions. Forward-looking statements are based on current expectations and assumptions regarding future events and are subject to significant risks, uncertainties, and other factors, many of which are outside the Company’s control. Actual results may differ materially from those expressed or implied in any forward-looking statement. The Company undertakes no obligation to update or revise any forward-looking statements, whether as a result of new information, future events, or otherwise.
No Offer or Solicitation
The content of this Site does not constitute an offer to sell or a solicitation of an offer to buy any securities or investment products in any jurisdiction where such offer or solicitation would be unlawful. Any investment offerings are made only pursuant to the applicable offering documents, subscription agreements, and other governing agreements, which contain detailed information regarding the risks, fees, and terms of such investments and which should be read in their entirety before any investment decision is made.
This Site is not directed at, and is not intended for distribution to or use by, any person or entity in any jurisdiction where such distribution or use would be contrary to applicable law or regulation, or where the Company would be subject to any registration or licensing requirement within such jurisdiction.
Suitability and Independent Judgment
Any information on this Site regarding investment products, strategies, or opportunities is general in nature and is not tailored to the specific investment needs of any individual. It does not take into account any particular investor’s financial situation, investment objectives, or risk tolerance. Before making any investment decision, you should consult with your own financial, legal, tax, and accounting advisers to evaluate the suitability and appropriateness of any investment in light of your individual circumstances.
Third-Party Content and Links
The Site may contain links to third-party websites, articles, research, or other content that is not owned or controlled by the Company. The inclusion of any such link or reference does not imply endorsement, approval, or verification by the Company. We are not responsible for the accuracy, completeness, timeliness, or reliability of any third-party content. Any opinions expressed by third parties are solely the opinions of the respective authors and do not necessarily reflect the opinions of the Company.
Conflicts of Interest
The Company and its affiliates, officers, directors, employees, and associated persons may have financial interests in securities, investment products, or strategies discussed on this Site. Such persons may buy, sell, or hold positions in the securities or other instruments referenced herein and may receive compensation in connection with the offering, recommendation, or sale of investment products. These financial interests may create conflicts of interest that could affect the objectivity of information presented on this Site.
Where the Company receives compensation from third parties for referrals, recommendations, or the distribution of investment products, such arrangements will be disclosed to clients in accordance with applicable law.
Limitation of Liability
To the fullest extent permitted by applicable law, the Company, its affiliates, and their respective officers, directors, employees, agents, and representatives shall not be liable for any direct, indirect, incidental, consequential, special, or exemplary damages arising out of or in connection with your use of, or reliance upon, the information provided on this Site, including but not limited to investment losses, loss of profits, loss of data, or business interruption, regardless of the form of action, whether in contract, tort, strict liability, or otherwise, even if the Company has been advised of the possibility of such damages.
Intellectual Property
All content on this Site, including but not limited to text, graphics, logos, images, software, and the compilation thereof, is the property of Tartan Investment Partners LLC or its content suppliers and is protected by United States and international copyright, trademark, and other intellectual property laws. You may not reproduce, distribute, modify, create derivative works of, publicly display, publicly perform, republish, download, store, or transmit any of the material on this Site without the Company’s prior written consent, except as permitted for your own personal, non-commercial use.
Governing Law
This Privacy Policy, these Disclosures, and any disputes arising out of or relating to the Site shall be governed by and construed in accordance with the laws of the State of New York, without regard to its conflict of law principles.
Contact Information
For questions regarding these disclosures, please contact Tartan Investment Partners, LLC.