legal notes

Important Disclosures

Grinnell Capital LLC

We are an independent, fee-only registered investment advisor dedicated to providing unbiased advice to our clients. Our specialty is the design and management of model portfolios for individuals investors. We seek to produce desirable returns while minimizing costs through proven investment strategies that include separate equity securities.

Disclaimer

Neither the information nor any opinion expressed on this Site constitutes an offer by Grinnell Capital LLC to buy or sell any securities or financial instruments, or to provide any investment advice or service. The services, securities and financial instruments described on this Site may not be suitable for you, and not all strategies are appropriate at all times. Opinions expressed are only our current opinions or our opinions on the posting date. Any graphs, data, or informational material on the Site is considered reliably sourced, but no representation is made that it is accurate or complete, and should not be relied upon as such. Links to other Internet sites (“hypertext links”) are included as a convenience for our visitors. Grinnell Capital LLC assumes no liability for the content or presentation of linked sites. Past performance is not indicative of future performance.

Download SEC Brochure

Client Relationship Summary

This Summary describes our services and fees and the nature of our practice in general, we encourage you to review our Form ADV Part 2A Brochure and Part 2B Brochure Supplement for a complete and detailed description of our services, our investment philosophy and the backgrounds of our investment personnel.

Cookies and Privacy Policies

We are committed to maintaining the confidentiality, integrity and security of your personal information. When you provide personal information, we believe that you should be aware of our policies to protect the confidentiality of that information.

What are Cookies? Cookies are text files with small pieces of data — like a username and password — that are used to identify your computer as you use a computer network. Data stored in a cookie is created by the server upon your connection. This data is labeled with an ID unique to you and your computer.

For cookie control, go to Settings > Data Management > Cookies and turn them off. You can Clear Private Data at the bottom of the screen. Or click Website Data at the top to delete cookie data site by site.

Link to the full privacy policy

Social Media Guidelines:

To keep social media communities useful for everyone, please keep the following guidelines in mind:

Avoid investment specifics: Do not post personal information; account information; testimonials; investment advice; or recommendations about specific securities, products, or services.

Comments and opinions posted by users are the responsibility of the person who posted them. Grinnell Capital does not adopt, endorse, or guarantee the accuracy of content posted by others, and such content does not represent the views of Grinnell Capital.

Followers who have a business relationship with Grinnell Capital or other beneficial interest in commenting are responsible for adhering to any restrictions for interacting online and any obligations to disclose that relationship or interest in their posts.

This information is not an offer to sell or a solicitation of an offer to buy shares to any person in any jurisdiction in which an offer, solicitation, purchase or sale would be unlawful under the securities laws of such jurisdiction.

Information that is provided by Grinnell Capital is for informational purposes only and should not be considered as investment advice or a recommendation to invest in any particular security, strategy or investment product. Grinnell Capital is not engaged in rendering any tax, legal or accounting advice. Please consult with a qualified professional for this type of advice.

Grinnell Capital has no responsibility or endorsement for the operations, services, messages, and advertisements that may appear on other websites. Use of these sites is at your own risk.

Information Collected by Cookies and Similar Tracking Technologies: We (and our service providers) use cookies, web beacons (also known as “tracking pixels”) and similar tracking technologies to collect information about you when you interact with our websites or emails, including information about your browsing. We may combine this information with other information we collect about you and use it for various purposes, such as improving our websites and your online experience, understanding which areas and features of our site is popular, counting visits, understanding campaign effectiveness, tailoring our communications with you, determining whether an email has been opened and links within the email have been clicked and for other internal business purposes. For more information about cookies and how to disable them, please see the “Cookies” section on the Legal Notes page.

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