Terms and Conditions of Use

Please carefully read these Terms and Conditions of Use (these “Terms”). Your access to or use of this website signifies that you understand and agree to be bound by these Terms. If you do not agree to be bound by or comply with these Terms, do not access or use this website.

This website is owned and operated by One Stone Global, LLC (“OSG”).

OSG reserves the right, in its sole discretion, to change, modify, add or remove portions of these Terms at any time. We suggest that you check these Terms periodically for changes. Any changes, modifications, or additions to, or deletions from these Terms shall be effective upon posting on this website. If you use this website after we post changes to the Terms, you accept the Terms as changed. OSG expressly reserves the right to monitor any use of this website and assumes no liability relating to its monitoring activities.

The information provided on this website is not intended for distribution to, or use by, any person or entity in any jurisdiction or country where such distribution or use would be contrary to law or regulation, or which would subject OSG or any of its products to any registration requirement within such jurisdiction or country. OSG is registered with the U.S. Securities and Exchange Commission as an investment adviser pursuant to the Investment Advisers Act of 1940, as amended. OSG specializes in providing investment advice on investing in passive, smart beta, and enhanced indexation investments to institutional clients. OSG does not claim that the products or services described on this website are available in any particular jurisdiction or are suitable or appropriate for any particular investor. You are responsible for compliance with any applicable local laws or regulations.

This website is for informational purposes only and does not constitute an offer to sell or a solicitation of an offer to buy any security that may be referenced on or through this website. Nor does this website constitute an offering or recommendation by OSG or its affiliates of any transaction, product or service, including securities transactions and investment management or advisory services. OSG does not provide investment advice, tax advice, insurance advice or legal advice through this website, and you agree that this website will not be used by you for such purposes. You acknowledge that any request for information you make is unsolicited, and the provision of any information through this website shall not constitute or be considered investment advice, or an offer to sell, or a solicitation of an offer to buy, any security.

All copyrights, trademarks, logos, service marks, trade names, or other intellectual property displayed on, or used in conjunction with, this website are proprietary to OSG, unless otherwise noted. The content of this website is protected by applicable intellectual property (copyright) law.OSG reserves all rights with respect to intellectual property ownership of all material on this website, and will enforce such rights to the full extent permissible by law. The material accessible on or through this website is accessible for personal browsing and printing purposes only. Users of this website may not otherwise:

(1) copy, reproduce, sell, republish, post, transmit (by electronic means or otherwise), modify, link into, use for any public or commercial purpose or distribute in any way material from this website without the express, written permission of OSG;

(2) use, copy, modify, or display any OSG name, logo, text or graphic image without OSG’s express, written permission;

(3) display any of the pages, text, images or other content of this website using “framing” technology without OSG’s express written permission;

(4) modify or use the pages, text, images or other content from this website for any purpose other than browsing or printing for personal, non-commercial use; or

(5) take any action to create an impression of affiliation, sponsorship or endorsement between any user and/or website and OSG.

OSG is not responsible for the content of any website, owned or operated by a third party, that may be linked to this website via hyperlink, whether such hyperlink is provided by OSG or by a third party. The information to which the user links is neither prepared nor maintained by OSG, and OSG has not and will not review or update the information contained in any linked website. OSG is not responsible for, and makes no warranty with respect to the contents, accuracy, completeness, timeliness, suitability or reliability of the linked website. Use of any website hyperlinked to or from this website shall be at your own risk. By providing access to other websites, OSG is not recommending the purchase of any product or service provided by the sponsors of such websites.

Through this website, you may have access to market data such as news reports, third-party analyst reports, research, securities price quotations, benchmark data and other information relating to securities and the securities markets (“Market Data”). OSG may obtain this Market Data from third parties who are independent of OSG. Even though the sources of the Market Data provided on this website are believed to be reliable, OSG is not responsible for, and makes no warranty with respect to the contents, accuracy, completeness, timeliness, suitability or reliability of the Market Data. The Market Data provided is not a complete summary or statement of all available information or data. OSG MAKES NO EXPRESS OR IMPLIED WARRANTIES (INCLUDING BUT NOT LIMITED TO WARRANTIES OF MERCHANTABILITY OR FITNESS FOR A PARTICULAR PURPOSE) WITH RESPECT TO THE MARKET DATA.

The Market Data and other information accessible through this website are for personal, non-commercial use. You agree not to reproduce, modify, sell, distribute, broadcast, publish or use for any commercial or unlawful purpose any Market Data or other information you access through this website.

The Market Data is provided “as is” and on an “as available” basis. OSG will not be responsible for lost profits, trading losses or any other damages resulting from inaccurate, defective or unavailable Market Data or other information. OSG is not obligated to update or to continue to offer Market Data or other information accessible through this website.

The security, confidentiality or privacy of electronic mail sent through the Internet is not guaranteed. Do not send sensitive or confidential information to OSG via electronic mail. Delivery, and timely delivery, of electronic mail is also not guaranteed. OSG therefore recommends that you do not send time-sensitive or action-oriented messages to us via electronic mail. Such requests, orders or instructions will not be processed until OSG can confirm your instructions or obtain appropriate written documentation where necessary.

Communications to OSG, particularly those containing confidential information, may be sent to: One Stone Global., Attention: Client Service, 225 Franklin Street, 26th Floor, Boston, Massachusetts 02110. OSG shall be free to use, for any purpose, any ideas, concepts, know-how or techniques provided by a user to OSG through this website.

OSG takes the matter of your privacy very seriously. When you visit our website, OSG may collect information about you if you voluntarily choose to send OSG electronic mail, request information or ask to be contacted. OSG may use this information to provide you with updated information about the products and services it offers. However, OSG will never share your personal information with any third party, unless required to do so by law. Certain employees of OSG and its affiliates may be given the information you provide to respond to your requests. Employees of OSG and its affiliates are instructed to handle this information confidentially. Other sites this website links to may have their own privacy policies and they may differ from OSG’s policies. OSG is not responsible for the privacy practices employed by other websites.

Our website uses “cookies” and “web beacons” (such as Google Analytics) to collect, store and aggregate data about usage and browsing patterns. We use cookies and web beacons for session management and to analyze site usage; we do not use cookies and web beacons to store any personally identifiable information about you. A “cookie” is a small text file containing a random and unique alphanumeric identifier that we transfer to your computer’s hard drive through your web browser (unless you set your browser to reject cookies) that enables our systems to recognize your browser. A “web beacon” (also known as a “page tag,” “data tag” or “image tag”) is a mechanism by which a small section of code that is embedded in our website pages allows us to check that a user has viewed the page. These technologies can help us analyze and better understand how our website is being used and improve the user experience.

OSG does not warrant this website (including Market Data or other information that may be accessible on or through this website) for any particular purpose. It is provided “as is” and on an “as available” basis. OSG disclaims, to the fullest extent of the law, any warranty of any kind, whether express or implied, as to any matter relating to this website, including without limitation the implied warranties of merchantability, fitness for a particular purpose, and non-infringement. Use of this website is at your own risk.

OSG and its directors, officers, or employees will not be liable or have any responsibility of any kind for any loss or damage that you incur arising from or in connection with:

(1) any delay, termination, failure, defect or interruption in the transmission of this website or any Market Data;

(2) any inaccuracy, error, unavailability or incompleteness in the transmission of this website or any Market Data;

(3) any termination or interruption of your access to this website;

(4) your reliance on or use of this website or any Market Data;

(5) any electronic mail requests, orders or instructions you send through the website, or the interception by third parties of any requests, orders or instructions you send via electronic mail through the website;

(6) any act or omission of OSG in making this website or Market Data available to you; or

(7) any other cause relating to your access to or use of this website, whether or not the circumstances giving rise to such cause may have been within the control of OSG or within the control of any other party providing software or services support for this website.

All content on this website is presented as of the date published or indicated, and may be superseded by subsequent market events or for other reasons. Although the information and data provided to you on this website is obtained or compiled from sources believed to be reliable, OSG cannot and does not guarantee the accuracy, validity, timeliness or completeness of any information, data or opinions made available to you for any particular purpose. This website may include forward-looking statements, which are based on current opinions, expectations and projections. OSG expressly disclaims any duty to update or revise any information, opinion or forward-looking statement appearing on this website. Decisions based on information contained on this website are solely your responsibility.

In no event will OSG be liable for any decision made, action or inaction taken by you in reliance on any information or data on the website and under no circumstances is any information available on the website to be construed as investment advice or recommendations.

OSG does not warrant that this website, or the functions contained in this website, will be uninterrupted or error-free, that defects will be corrected, or that this website, or the servers that make it available, are free from viruses or other harmful components. You assume the entire cost of any necessary servicing, repairing, or correcting of your property or operations as a result of using this website. You accept at your own risk that the Internet or other online communications medium may not perform as intended as a result of human, mechanical or other error, despite the efforts of OSG, you or any third party.

In no event will OSG or its directors, officers or employees be liable to you for any direct, indirect, special, consequential or incidental damages related in any way to your use of this website, even if: (a) such damages are reasonably foreseeable; or (b) OSG or any other party has been advised of the possibility of such damages.

You hereby agree to indemnify, defend and hold harmless OSG and its affiliates, and their directors, officers, employees and agents, from and against any and all claims, liabilities, damages, losses or expenses (including reasonable attorneys’ fees and expenses) arising out of or in any way connected with your access to or use of this website.

You may not use this website in any manner that could damage or overburden any OSG server, or any network connected to any OSG server, or in any manner that would interfere with another party’s use of this website. Unless expressly authorized by OSG in writing or as otherwise allowed by these Terms, you may not include the term “OSG,” “One Stone Global,” or any OSG trademark or executive’s name, or any variation of the foregoing, as a meta-tag, hidden textual element or use this website or any of its content in any manner that could create the impression of an affiliation, sponsorship or endorsement by OSG.

You may not, without the express written permission of OSG, use any robot, spider, intelligent agent, other automatic device or manual process to search, monitor or copy this website or the reports, data, information, content, software, products or services, or other materials on, generated by or obtained from this website, whether through links or otherwise, provided that generally available third-party web browsers may be used without such permission. You may not attempt to probe, scan or test the vulnerability of this website or to breach security or authentication measures without proper authorization.

OSG reserves the right to terminate your access to this website at any time, without notice, for any reason whatsoever.

These Terms will be governed and construed under the laws of the Commonwealth of Massachusetts without regard to its conflict of law principles, regardless of whether you reside in Massachusetts or transact business with OSG in Massachusetts or elsewhere. Nothing in these Terms creates any rights or protections that you are not already entitled to by law. If any part of these Terms is held invalid or unenforceable, that part will be deemed modified as necessary to make it effective, and the remaining provisions of these Terms will remain in effect.


iRegistration with the U.S. Securities and Exchange Commission does not imply that an adviser has attained a particular level of skill or training.