Terms of Use


Disclaimer: StoneRidge Investment Partners, LLC (StoneRidge) is an investment adviser registered with the Securities and Exchange Commission, specializing in equity asset management services for institutional investors. Registration does not imply a certain level of skill or training. This information was developed using publicly available information, internally developed data and outside sources believed to be reliable. While all reasonable care has been taken to ensure that the facts and opinions posted are accurate, complete, and reasonable, liability is expressly disclaimed by StoneRidge and any affiliates (collectively known as “StoneRidge”), and their representative officers and employees. This website has been prepared for informational purposes only and does not purport to represent a complete analysis of any security, company or industry discussed. Any opinions and/or recommendations expressed are subject to change without notice and should be considered only as part of a diversified portfolio. A complete list of investment recommendations made during the past year is available upon request. Past performance is not an indication of future returns. This information is distributed to recipients including StoneRidge, any of which may have acted on the basis of the information or may have an ownership interest in securities to which the information relates. It may also be distributed to clients of StoneRidge, as well as to other recipients with whom no such client relationship exists. Providing this information does not, in and of itself, constitute a recommendation by StoneRidge, nor does it imply that the purchase or sale of any security is suitable for the recipient. Investing in the equity market is subject to certain risks. No part of this material may be reproduced in any form, or referred to in any other publication, without express written permission.

Intended Recipient: The information contained in this website is intended for use by institutional investors. It is not intended for use by retail investors.

Not Recommendation or Investment Advice: Website content is provided for informational and educational purposes only. It is not designed to be a recommendation of any specific investment product, strategy, or decision, or a recommendation of any security in any jurisdiction where such offer, solicitation, or recommendation would be unlawful or unauthorized. The information contained herein is not intended to provide, and should not be relied upon for, accounting, legal, tax, or investment advice. The information contained in this website was not prepared, and is not intended, to address the needs, circumstances, and objectives of any specific institution. The products and strategies described herein are not suitable for all investors.

Investment Risk: All investments involve risk and may lose value. The value of an investment can go down depending upon market conditions. Investing in the equity market is subject to certain unique risks, as it is impacted by such factors as domestic economic growth and market conditions, monetary policy, interest rate levels and political events. Common stocks tend to be more volatile than other investment classes. Common stocks of small and medium capitalization (“smid-cap”) companies may lack the managerial, financial, or other resources necessary to implement their business plans or succeed in the face of competition. It may be difficult to sell a small or smid-cap stock and this lack of market liquidity can adversely affect the portfolio’s ability to realize the market price of a stock, especially during periods of rapid market decline.

Views Subject to Change: All information and opinions found on this website are presented only as of the date published or indicated, is subject to change, and may be superseded by subsequent market events or for other reasons.  In addition, website visitors are responsible for setting the cache settings on their browser to ensure receipt of the most recent data.

Forward-Looking Statements: Predictions and any other forward-looking statements on the website speak only as of the date they are made, and StoneRidge assumes no duty to update them. Forward-looking statements are subject to numerous assumptions, risks, and uncertainties. Actual results could differ materially from those anticipated. Although this material is based upon information that StoneRidge considers reliable and endeavors to keep current, StoneRidge does not assure that this material is accurate, current, or complete, and it should not be relied upon as such. Any opinions expressed on this website may change as subsequent conditions vary.

Past Performance: Past performance is not a guarantee of future results.

Privacy Policy: Please review StoneRidge’s Privacy Policy, located separately on this website, and hereby incorporated by reference, to learn about StoneRidge’s information collection practices and the measures taken to preserve the privacy and security of website visitor information.

Indemnity: Decisions based on information contained in this website are the sole responsibility of the website visitor. In exchange for using this website, the visitor agrees to indemnify and hold StoneRidge, its officers, directors, employees, affiliates, agents, licensors, and suppliers harmless against any and all claims, losses, liability, costs, and expenses (including but not limited to attorneys’ fees) arising from the visitor’s use of this website, from the violation of these terms, or from any decisions that the visitor makes based on such information.

Information “As Is”: The information provided on this website is provided “AS IS” and without warranties of any kind, either expressed or implied. To the fullest extent permissible pursuant to applicable law, StoneRidge disclaims all warranties, including, but not limited to, any warranty of non-infringement of third-party rights and any implied warranties of merchantability and fitness for a particular purpose. StoneRidge does not warrant, either expressly or implied, the accuracy or completeness of the information, text, graphics, links, or other items contained on this website and does not warrant that the functions contained in this website will be uninterrupted or error-free, that defects will be corrected, or that the website will be free of viruses or other harmful components. StoneRidge expressly disclaims all liability for errors and omissions in the materials on this website and for the use or interpretation by others of information contained on the website.

Website Links: Although this website may be linked to other sites, StoneRidge is not, directly, or indirectly, implying any approval, association, sponsorship, and endorsement, or affiliation with any linked site, unless specifically stated therein. By entering this website, visitors acknowledge and agree that StoneRidge has not reviewed all the sites that may be linked to this website and is not responsible for the content of any off-site pages of any other site linked to this website. Such third party may have a privacy policy different from that of StoneRidge, while the third-party website may provide less security than the StoneRidge website. Visitors acknowledge and agree that when they follow links to pages not maintained on this website, they do so at their own risk.

Transmissions to and from this Website: Electronic communications can be intercepted by third parties and, accordingly, transmissions to and from this website may not be secure. Communications to StoneRidge, particularly those containing confidential information, may be sent by mail to: StoneRidge, 201 King of Prussia Road, Suite 200, Radnor, PA 19087, Attn: Chief Compliance Officer. StoneRidge shall be free to use, for any purpose, any ideas, concepts, know-how, or techniques provided by a website user to StoneRidge through this website.

Trademarks, Copyrights, and other Intellectual Property: The information contained in this website is owned or licensed by StoneRidge and its third-party information providers and is protected by applicable copyrights, trademarks, service marks, and/or other intellectual property rights. Such content is solely for the personal, non-commercial use of website visitors. Accordingly, visitors may not copy, distribute, modify, post, frame, or deep link this website, including any text, graphics, video, audio, software code, user interface design or logos. Visitors may download material displayed on this website for personal use provided they also retain all copyright and other proprietary notices contained on the materials. Visitors may not distribute, modify, transmit, reuse, repost, or use the content of this website for public or commercial purposes, including all text, images, audio, and video, without StoneRidge’s written permission. Modification or use of the materials for any other purpose violates StoneRidge’s intellectual property rights.

All trademarks, service marks, trade names, and logos displayed on this website are proprietary to StoneRidge and/or their respective owners. Nothing contained on this website should be construed as granting, by implication, estoppel, or otherwise, any license or right to use any trademark displayed on this website without the written permission of StoneRidge or such other third party that may own the trademark displayed on this website. Visitor use of the trademarks displayed on this website, except as provided herein, is strictly prohibited.

The use of the images displayed on this website by visitors, or anyone else authorized by visitors, is prohibited. Any unauthorized use of the images may violate copyright laws, trademark laws, and the laws of privacy and publicity, and communications, as well as other regulations and statutes. If visitors download any information from this website, visitors agree not to copy it or remove or obscure any copyright or other notices or legends contained in any such information.

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