Todd Asset Management LLC ("TAM") is a Registered Investment Advisor ("RIA"), located in the State of Kentucky. TAM provides investment advisory and related services for clients nationally. We will maintain all applicable registration and licenses as required by the various states in which TAM conducts business, as applicable. We render individualized responses to persons in a particular state only after complying with all regulatory requirements, or pursuant to an applicable state exemption or exclusion.
This web site is provided for convenience to visitors and is for informational purposes only and does not constitute a complete description of our investment services or performance. This web site is in no way a solicitation or offer to sell securities or investment advisory services except, where applicable, in states where we are registered or where an exemption or exclusion from such registration exists. Information throughout this web site, whether stock quotes, charts, articles, or any other statement or statements regarding market or other financial information, is obtained from sources which we, and our suppliers believe reliable, but we do not warrant or guarantee the timeliness or accuracy of this information. The products, services, and any other information described on this web site may change at any time.
Nothing in this web site should be interpreted to state or imply that past results are an indication of future performance. Neither we nor our information providers shall be liable for any errors or inaccuracies, regardless of cause, or the lack of timeliness, or for any delay or interruption in the transmission thereof to the user. All the information on this web site, including all images, is protected material of, except as otherwise indicated. You may not copy, download, republish, distribute or reproduce any of the information contained on this web site in any form without the prior consent of TAM.
Different types of investments involve varying degrees of risk. Therefore, it should not be assumed that future performance of any specific investment or investment strategy will be profitable. Asset allocation may be used in an effort to manage risk and enhance returns. It does not, however, guarantee a profit or protect against loss. Performance of the asset allocation strategies depends on the underlying investments.
Please note that TAM does not accept trading or money movement instructions via email or voice message.
TAM will provide all prospective clients with a copy of our current Form ADV, Part 2A ("Disclosure Brochure"), Form ADV Part 2Bs, which are the Brochure Supplement for each advisory person supporting a particular client, and the Form ADV Part 3 (Client Relationship Summary or Form CRS) to retail clients. You may obtain a copy of these disclosures on the SEC web site at https://adviserinfo.sec.gov or you may contact us at information@toddasset.com to request a free copy via PDF or hardcopy.
TAM nor any of its agents, employees, or subcontractors shall be liable for any direct, indirect, special, incidental, consequential, punitive, or exemplary damages, including lost profits (even if advised of the possibility) arising in any way from the information contained in this web site. None of these entities shall be liable for any damages or losses that may be caused to any equipment and other software due to any viruses, defects or malfunctions in connection with access or use of this web site.
As a registered investment advisor, TAM's emails may be subject to inspection by the Chief Compliance Officer ("CCO") or the securities regulators. In addition, messages that you send to us by e-mail may not be secure. We recommend that you do not send any confidential information to us by e-mail. If you choose to send any confidential information to us via e-mail, you accept the risk that this information may be intercepted by a third party.
THERE ARE NO WARRANTIES, EXPRESSED OR IMPLIED, AS TO ACCURACY, COMPLETENESS, OR RESULTS OBTAINED FROM ANY INFORMATION POSTED ON THIS OR ANY "LINKED WEB SITE". THE INFORMATION AND PRODUCTS AND SERVICES ARE PROVIDED "AS IS" "AS AVAILABLE" AND WITHOUT ANY WARRANTY OF ANY KIND, EITHER EXPRESSED OR IMPLIED, INCLUDING BUT NOT LIMITED TO, THE IMPLIED WARRANTIES OF MERCHANTABILITY, FITNESS FOR A PARTICULAR PURPOSE, AND NON-INFRINGEMENT.
TAM is committed to safeguarding the use of personal information of our Clients (also referred to as "you" and "your") that we obtain as your Investment Advisor, as described in our Privacy Policy.
TAM does not collect personal non-public information through this web site; however, the Advisor may collect information from you on application forms, agreements, profile or investment policy statements, and other documents received or processed in relation to services we provide. We also may collect information from other sources.
We do not respond to "do not track" requests because we do not track you over time or across third party web sites to provide targeted advertising. We may track you across our web site to help us improve our content.
We may use "cookies" and similar online technologies to keep, and sometimes track, information about you regarding your usage of our web site. Cookies are small data files that are sent to your browser or related software from a Web server and stored on your device. Cookies help us to collect information about your usage of our web site, including date and time of visits, pages viewed, amount of time spent on our sites, or general information about the device used to access the site, such as the browser used. You can refuse to store or delete cookies by configuring your web browser settings. Most browsers and mobile devices have their own settings to manage cookies. If you refuse a cookie when on our web site, or if you delete cookies, you may experience some inconvenience in your use of our web site, such as having to re-configure preferences.
When you are on this web site you may have the opportunity to click-through to other web sites, including web sites operated by unaffiliated third parties. These sites may collect nonpublic personal information about you. We do not control sites operated by these entities and are not responsible for the information practices of these sites. This Privacy Policy does not address the information practices of other web sites. The privacy policies of web sites operated by third parties are located on those sites.
For a copy of the TAM Privacy Policy, please click here. Privacy Policy
If you have any questions regarding our policies, please contact us at information@toddasset.com.