Legal

Disclaimer

Please read this disclaimer carefully before using this website or relying on any information provided by Daly Asset Management.

Last updated: April 29, 2026

No Investment Advice

The information on this website is provided for general informational and educational purposes only. It does not constitute investment, legal, tax, or accounting advice and should not be relied upon as the basis for any investment decision. Nothing on this site is an offer to sell, or a solicitation of an offer to buy, any security.

Investment Risk

All investments involve risk, including the possible loss of principal. Diversification and asset allocation do not guarantee a profit or protect against loss. You should carefully consider your investment objectives, risk tolerance, and financial situation before making any investment decision, and consult a qualified professional advisor.

No Guarantee of Performance

Past performance is not indicative of future results. Any performance figures, model portfolios, projections, or hypothetical scenarios shown on this website are for illustrative purposes only and may not reflect actual results. There is no guarantee that any strategy described will achieve its objectives or perform as expected.

Forward-Looking Statements

Statements that are not historical facts, including statements about beliefs and expectations, are forward-looking statements and involve known and unknown risks and uncertainties. Actual results may differ materially from those expressed or implied.

Accuracy of Information

While we make reasonable efforts to ensure that the information on this website is accurate and current, we make no representations or warranties, express or implied, regarding its accuracy, completeness, or suitability for any purpose. Information may be changed or updated without notice.

Third-Party Content & Links

This site may contain links to third-party websites or reference third-party content. Such links and references are provided for convenience only. Daly Asset Management does not endorse and is not responsible for the content, accuracy, or practices of any third-party site.

Partner Offerings

Certain offerings or strategies described on this website are available only to partners as defined under applicable securities laws. Access to and participation in such offerings is subject to eligibility verification and the terms of the relevant offering documents.

Holding Company; No Advisory Services on This Site

Daly Asset Management is a private holding company. It is not itself a registered investment adviser and is not registered with the U.S. Securities and Exchange Commission or any state securities regulator. Investment advisory services are offered separately through our wholly-owned subsidiary, Daly Capital Management, pursuant to a written advisory agreement.

Use of this website does not create an advisory or fiduciary relationship between you and Daly Asset Management.

Limitation of Liability

To the fullest extent permitted by law, Daly Asset Management and its affiliates, officers, employees, and agents shall not be liable for any direct, indirect, incidental, consequential, or special damages arising from your use of, or reliance on, this website or any information contained herein.

Contact

If you have questions about this disclaimer, please contact us.