Disclaimers

Privacy and Use Policies

Privacy Statement

Sustainvest Asset Management, LLC is committed to your privacy. This statement describes what personal information we collect on our web site (the “Site”), how we use this personal information, and how you can correct your personal information.

Cookies

Sustainvest Asset Management, LLC does not use cookies. We collect only the information that you provide to us when you register on the Site to receive e-mail updates. We may also collect your e-mail address when you send us an e-mail or send a letter to the editor of our newsletter.

Data Sharing

We do not disclose any personal information to any third party. We use your information solely to send you e-mail updates. The sole exception to this is the publishing of e-mail addresses and/or names associated with letters to the editor. You may choose to allow such information to be published anonymously.

Opting Out

If you do not wish to receive e-mail updates, you may remove your name from our mailing list by sending a request to the webmaster. You may also update or correct your e-mail address or other information by sending an e-mail to the webmaster.

Links to Other Sites

The Site contains links to third-party web sites. The linked sites are not under the control of Sustainvest Asset Management, LLC, and we are not responsible for the privacy practices of any linked site. We encourage you to check the privacy policies of any linked site. Please check our Privacy Statement periodically. It may change as we make changes to our Site or our services.

Web Site Policies

Sustainvest Asset Management, LLC maintains this web site (the “Site”) as a service to its customers. By using the Site you are agreeing to comply with and be bound by the following terms, which we may change at any time. Please check these terms periodically for changes.

Proprietary Rights.

The Site Is proprietary to Sustainvest Asset Management, LLC. All the text, images, marks, logos and other content of the Site (“Site Content”) is proprietary to Sustainvest Asset Management, LLC or to third parties from whom Sustainvest Asset Management, LLC has obtained permission.

Sustainvest Asset Management, LLC authorizes you to view, download, and print the Site Content provided that: (i) you may only do so for your own personal and non-commercial use; (ii) you may not modify the Site Content; (iii) you may not remove any copyright, trademark, or other proprietary notices that have been placed in the Site Content by Sustainvest Asset Management, LLC.

Except as expressly permitted above, reproduction or redistribution of the Site Content, or any portion of the Site Content, is strictly prohibited without the prior written permission of Sustainvest Asset Management, LLC. To request permission you may contact the webmaster.You represent and warrant that your use of Site Content will be consistent with this license and will not infringe or violate the rights of any other party or breach any contract or legal duty to any other parties.

Use of the Site. The Site is designed to provide useful information about Sustainvest Asset Management, LLC and our services. While the Site discusses financial issues, the Site does not provide specific recommendations for any particular situation or circumstances and it should not be used as a basis for investment decisions. Such recommendations can only be provided by a qualified professional advisor who is familiar with your particular circumstances and other relevant information.

Links To Third Party Sites. The Site may contain links to third-party web sites. The linked sites are not under the control of Sustainvest Asset Management, LLC, and we are not responsible for the contents or policies of any linked site. We provide these links as a convenience only, and a link does not imply endorsement of, sponsorship of, or affiliation with the linked site by Sustainvest Asset Management, LLC. Links to merchants or advertisers are owned and operated by independent retailers or service providers, and therefore, Sustainvest Asset Management, LLC cannot ensure that you will be satisfied with their products, services or practices. You should make whatever investigation you feel necessary or appropriate before proceeding with any transaction with any of these third parties.

Warranty Disclaimer And Limitation of Liability. Sustainvest Asset Management, LLC makes no representation of any kind regarding the Site Content, or any portion thereof. All Site Content is provided in as is condition, and we EXPRESSLY DISCLAIM ANY AND ALL WARRANTIES OF MERCHANTABILITY OR FITNESS FOR PARTICULAR USE. Sustainvest Asset Management, LLC also expressly disclaims any warranty or representation as to the accuracy or proprietary character of the site; you waive and covenant not to assert any claims or allegations of any nature arising from or relating to your use of the Site, including, without limitation, all claims and allegations relating to the alleged infringement of proprietary rights, the alleged inaccuracy of Site Content, or allegations that Sustainvest Asset Management, LLC has or should indemnify, defend, or hold you harmless from any claim or allegation arising from your use, republication or other exploitation of the Site.

You use the Site at your own risk and neither Sustainvest Asset Management, LLC nor the parties who provide information and materials for publication within the Site Content will be liable for any damages arising from your use of this Site. Applicable Law And Jurisdiction. The Site (excluding links) is controlled by Sustainvest Asset Management, LLC and operated by Sustainvest Asset Management, LLC from its office in California.

This Site is accessible in all fifty states and other countries, and each of these places has laws that may differ from those of California and from each other. As you and Sustainvest Asset Management, LLC both benefit from establishing a predictable legal environment in which to publish, access and use the Site, by publishing, accessing, and/or using this Site you and Sustainvest Asset Management, LLC agree that all matters arising from or relating to the use and operation of this Site will be governed by the laws of The Commonwealth of California, without regard to its conflicts of laws principles. You agree that all claims you may have arising from or relating to the operation or use of this Site will be heard and resolved in the courts of California. You consent to the personal jurisdiction of such courts over you, stipulate to the fairness and convenience of proceeding in such courts, and covenant not to assert any objections to proceeding in such courts.

FORM ADV-attached Form ADV updated 03202017