Privacy, Terms of Use, and Disclaimers

We collect nonpublic personal information about you from the following sources:

• Information we receive from you on applications and other forms

• Information about your transactions through us or others

• Information we receive from a consumer reporting agency

We may disclose all of the information we collect, as described above, to nonaffiliated third parties that perform services on our behalf for your accounts.

Systematic seeks to protect Personal Information by implementing and maintaining reasonable physical, electronic, and procedural security measures and safeguards designed to protect Personal Information within our organization. Systematic provides employee training in the proper handling of Personal Information.

If you decide to close your account(s) or become an inactive customer, we will adhere to the privacy policies and practices described in this notice.

Systematic is neither an attorney nor an accountant; no portion of the website content should be interpreted as legal, accounting or tax advice.

Links to Other Websites Disclaimer

This site may provide, or third parties may provide, links to other websites or resources. Systematic Wealth Management, Inc. has no control over such sites and resources, is not responsible for their availability, and does not endorse and is not responsible or liable for any content, advertising, products, or other materials on or available from them. Systematic Wealth Management, Inc. shall not be responsible or liable, directly or indirectly, for any damage or loss caused or alleged to be caused by or in connection with the use of such sites or resources. Your use of such sites or resources shall be subject to the terms and conditions set forth by them.

Systematic Wealth Management, Inc. makes no representations or warranties regarding the accuracy, timeliness, suitability, completeness, or relevance of any information prepared by any unaffiliated third party, whether linked to the website or incorporated therein. All such information is provided solely for convenience, and all users should be guided accordingly.

Systematic Wealth Management, Inc. Website

Systematic Wealth Management, Inc. (“Systematic ”) is a registered investment adviser located in Glenwood Springs, Colorado. Registration does not imply a certain level of skill or training. A copy of Systematic’s current written disclosure Brochure discussing our advisory services and fees can be downloaded here.

Systematic may only transact business in those states in which it is registered or qualifies for an exemption or exclusion from registration requirements. Systematic’s website is limited to disseminating general information about its advisory services and access to additional investment-related information, publications, and links. Accordingly, the publication of Systematic’s website on the Internet should not be construed by any consumer or prospective client as Systematic’s solicitation to effect or attempt to effect transactions in securities or the rendering of personalized investment advice for compensation over the Internet. Any subsequent, direct communication by Systematic with a prospective client shall be conducted by a representative that is either registered or qualifies for an exemption or exclusion from registration in the state where the prospective client resides. A copy of Systematic’s current written disclosure Brochure discussing Systematic’s business operations, services, and fees is available on this website (linked below) or from Systematic upon written request. Systematic does not make any representations or warranties regarding the accuracy, timeliness, suitability, completeness, or relevance of any information prepared by any unaffiliated third party, whether linked to Systematic’s website or incorporated herein, and takes no responsibility. All such information is provided solely for convenience purposes only, and all users thereof should be guided accordingly.

Please remember that different types of investments involve varying degrees of risk, and there can be no assurance that the future performance of any specific investment or investment strategy (including those undertaken or recommended by Systematic) will be profitable or equal any historical performance level(s).

Certain portions of Systematic’s website (i.e. newsletters, articles, commentaries, etc.) may contain a discussion of, or provide access to, Systematic (and those of other investment and non-investment professionals) positions or recommendations as of a specific prior date. Due to various factors, including changing market conditions, such discussion may no longer reflect current position(s) or recommendation(s). Moreover, no client or prospective client should assume that any such discussion serves as the receipt of, or a substitute for, personalized advice from Systematic or any other investment professional. Systematic is neither an attorney nor an accountant; no portion of the website content should be interpreted as legal, accounting or tax advice.

The information on this site is provided “AS IS” and without warranties of any kind either express or implied. To the fullest extent permissible pursuant to applicable laws, Systematic Wealth Management, Inc. disclaims all warranties, express or implied, including, but not limited to, implied warranties of merchantability, non-infringement, and suitability for a particular purpose.

Systematic does not warrant that the information on this site will be free from error. Your use of the information is at your sole risk. Under no circumstances shall Systematic be liable for any direct, indirect, special or consequential damages that result from the use of, or the inability to use, the information provided on this site, even if Systematic or a Systematic authorized representative has been advised of the possibility of such damages. Information contained on this site should not be considered a solicitation to buy, an offer to sell, or a recommendation of any security in any jurisdiction where such offer, solicitation, or recommendation would be unlawful or unauthorized.

Please Note: Limitations. Neither rankings nor recognitions by unaffiliated rating services, publications, media, or other organizations, nor the achievement of any professional designation, certification, degree, or license, membership in any professional organization, or any amount of prior experience or success, should be construed by a client or prospective client as a guarantee that the client will experience a certain level of results if the investment professional or the investment professional’s firm is engaged, or continues to be engaged, to provide investment advisory services. No ranking or recognition should be construed as an endorsement by any past or current client of the investment professional or the investment professional’s firm. 

Each client and prospective client agree, as a condition precedent to his/her/its access to Systematic’s website, to release and hold harmless Systematic, its officers, directors, owners, employees and agents from any and all adverse consequences resulting from any of his/her/its actions and/or omissions which are independent of his/her/its receipt of personalized individual advice from Systematic.

Terms of Use

By using our website you agree that you have read, understand and are bound by these Terms of Use (“Terms of Use”, “Privacy Policy” and “Disclaimers’ listed above). We reserve the right, at our sole discretion, to change or delete portions of these Terms at any time without further notice. Your continued use of this website after any such changes constitutes your acceptance of the new Terms.