Charter Advisory’s website is limited to disseminating general information pertaining to its advisory services, together with access to additional investment-related information, publications, and links. 

Charter Advisory does not make any representations or warranties as to the accuracy, timeliness, suitability, completeness, or relevance of any information prepared by any unaffiliated third party, whether linked to or incorporated into Charter Advisory’s website, and takes no responsibility for that information. Charter Advisory provides all such information solely for convenience purposes and if you use the information you must do so with this limitation in mind.

Moreover, you should not assume that any discussion is itself, or is a substitute for, personalized investment advice from Charter Advisory, or from any other investment professional. Charter Advisory is neither a law firm nor an accounting firm, and you should not interpret any portion of the website content as legal, accounting or tax advice.

You agree, as a condition precedent to accessing Charter Advisory’s website, to release and hold harmless Charter Advisory, its officers, directors, owners, employees and agents from any and all adverse consequences resulting from any of your actions and/or omissions that are independent of receiving personalized individual advice from Charter Advisory.