Terms and Conditions

1. Introduction

These Terms and Conditions govern your use of services provided by Strategy Asset Managers, hereafter referred to as "SAM". By accessing or using our services, you agree to comply with these Terms and Conditions and our Privacy Policy.

2. Services

SAM offers investment management services tailored to meet your financial objectives. Our services include portfolio management, asset allocation, and financial planning advice.

3. Client Responsibilities

Clients must provide accurate and complete information regarding their financial circumstances and investment goals. It is your responsibility to inform SAM promptly of any changes to your financial situation.

4. Fees and Payments

Details regarding fees for our services are outlined in the Fee Schedule provided to you separately. Payments are due as specified in our Fee Schedule or as otherwise agreed upon in writing.

5. Confidentiality

SAM maintains strict confidentiality of client information, as detailed in our Privacy Policy. We do not disclose your personal or financial information to third parties without your consent, except as required by law.

6. Limitation of Liability

SAM is not liable for any financial losses or damages arising from investment decisions, except in cases of negligence or misconduct on our part. Investment in financial markets involves risk, and past performance is not indicative of future results.

7. Termination

Either party may terminate our services upon written notice. Upon termination, any outstanding fees for services rendered shall be due and payable.

8. Governing Law

These Terms and Conditions shall be governed by and construed in accordance with the laws of [Jurisdiction], without regard to its conflict of law principles.

9. Contact Information

For questions or concerns regarding these Terms and Conditions or our services, please contact us at dzaslavsky@strategyasset.com.