MONTAG Website Terms, Conditions of Use, and Other Important Disclosures

These Website Terms and Conditions of Use and Other Important Disclosures (“Terms”) are effective as of September 14, 2022.  MONTAG reserves the right to change, modify, add or remove portions of the Terms at any time for any reason and in our sole discretion. We suggest that you (“you,” “your” or “User”) periodically review the Terms for amendments. You acknowledge that by accessing or using this website (or other webpages with links to or that utilize the Terms) (collectively, “Website”) you are agreeing to the Terms as modified from time to time. If changes have been made to the Terms, we will update the effective date at the top of this page to reflect when they were last amended.

Please feel free to contact us with any questions you might have regarding these Terms. You may send us an e-mail at info@montagwealth.com or write to us at: MONTAG, 133 Peachtree Street NE, Suite 2500 Atlanta, Georgia 30303, Attention: Chief Compliance Officer.

MONTAG’s Form CRS and Brochure

Click HERE to download MONTAG’s latest Form CRS, also available in the footer below our logo.  This document contains important information and disclosures and we encourage you to review it carefully.  A copy of MONTAG’s current written disclosure brochure discussing MONTAG’s business operations, services, fees, conflicts, and other important information is available from MONTAG upon request or by visiting www.AdviserInfo.sec.gov.

Website Terms and Conditions of Use

Please read these terms carefully before visiting the website or using the online services and products provided here. By accessing or utilizing the website, you acknowledge that you have read these terms and that you agree to be bound by them. Your compliance with and acceptance of these terms is a condition to your right to access and utilize the website. If you do not agree to all of the terms, you are not an authorized User of these services and products and you should not use this website. If you do not agree to these terms, you agree that your sole and exclusive remedy is to discontinue using the website.

Unauthorized use of this website, including but not limited to misuse of passwords or posted information, is strictly prohibited. Authorized Users of this website include any Users visiting this website for personal and/or informational purposes, clients and potential clients of MONTAG, MONTAG employees, candidates for employment or Users seeking information about employment opportunities at MONTAG, and any other Users authorized by MONTAG.

Use of this website by recruiters, “head hunters,” employment consultants or agencies, personnel placement agencies, professional services companies, employment contractors and staffing agencies seeking current MONTAG employees as candidates for placement is strictly prohibited.

No Offer/Local Restrictions

Nothing contained in or on the Website should be construed as a solicitation of an offer to buy or offer, or recommendation, to acquire or dispose of any security, commodity, or investment or to engage in any other transaction. MONTAG offers a number of services or products designed specifically for various categories of clients or investors. Not all services or products will be available to all clients and investors. These products or services are only offered to such prospective clients or investors in accordance with applicable laws and regulations. The information provided on the 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. All persons and entities accessing the Website do so of their own initiative and are responsible for compliance with applicable local laws and regulations. The Website is not directed to any person in any jurisdiction where the publication or availability of the Website is prohibited by reason of that person’s nationality, residence or otherwise. Any User subject to these restrictions must not access the Website.

Copyrights

All content displayed or otherwise contained on or available via this Website, including without limitation all images, text, articles, research reports, white papers, programs, photographs, illustrations, and graphics, constitutes the proprietary intellectual property of MONTAG or its licensors, and are protected by U.S. and international copyright laws. By accessing or utilizing this Website, the User agrees not to directly or indirectly copy, modify, recast, create derivative works, post, publish, display, redistribute, disclose, or make available the content displayed or otherwise contained on or available via this Website, in whole or in part, to any third parties, or assist others to do the same, or otherwise make any commercial use of the materials without the prior written consent of MONTAG. The User also agrees not to publish or maintain a hyperlink to any portion or page of this Website other than to https://www.montagwealth.com unless such hyperlink is for personal use.

Trademarks and Service Marks

All trademarks, service marks, trade names, and logos displayed on this Website, including without limitation, MONTAG®, (collectively referred to as the "Marks"), are proprietary to MONTAG or their respective owners, and are protected by U.S. and international trademark laws. Any use of the Marks, or any other Marks owned by or licensed to MONTAG without MONTAG’s express written consent, is strictly prohibited.

No Warranty, Limitation of Liability

THE INFORMATION ON THE WEBSITE IS PROVIDED “AS IS.” MONTAG DOES NOT WARRANT THE ACCURACY OF THE MATERIALS PROVIDED HEREIN, EITHER EXPRESSLY OR IMPLIEDLY, FOR ANY PARTICULAR PURPOSE AND EXPRESSLY DISCLAIMS ANY WARRANTIES OF MERCHANTABILITY OR FITNESS FOR A PARTICULAR PURPOSE.

YOU ACKNOWLEDGE THAT MONTAG SHALL HAVE NO LIABILITY, CONTINGENT OR OTHERWISE, TO YOU OR TO ANY THIRD PARTIES, OR ANY RESPONSIBILITY WHATSOEVER, FOR THE FAILURE OF ANY CONNECTION OR COMMUNICATION SERVICE, TO PROVIDE OR MAINTAIN YOUR ACCESS TO ONLINE SERVICES OR PRODUCTS, OR FOR ANY INTERRUPTION OR DISRUPTION OF SUCH ACCESS OR ANY ERRONEOUS COMMUNICATION BETWEEN MONTAG AND YOU. MONTAG SHALL HAVE NO LIABILITY, CONTINGENT OR OTHERWISE, TO YOU OR TO THIRD PARTIES, FOR THE ACCURACY, QUALITY, TIMELINESS, PERFORMANCE, RELIABILITY, OR COMPLETENESS OF THE INFORMATION OR SERVICES CONTAINED ON THE WEBSITE, OR DELAYS, OMISSIONS, OR INTERRUPTIONS IN THE DELIVERY OF THE DATA OR SERVICES OR PRODUCTS AVAILABLE ON THIS WEBSITE OR FOR ANY OTHER ASPECT OF THE PERFORMANCE OF THESE SERVICES AND PRODUCTS. IN NO EVENT WILL MONTAG BE LIABLE FOR ANY SPECIAL, INDIRECT, INCIDENTAL OR CONSEQUENTIAL DAMAGES THAT MAY BE INCURRED OR EXPERIENCED ON ACCOUNT OF THE USE OF ANY DATA OR SERVICES OR PRODUCTS MADE AVAILABLE ON THIS WEBSITE, EVEN IF MONTAG HAS BEEN ADVISED OF THE POSSIBILITY OF SUCH DAMAGES. MONTAG SHALL HAVE NO RESPONSIBILITY TO INFORM OR NOTIFY YOU OF ANY DIFFICULTIES EXPERIENCED BY MONTAG OR ANY THIRD PARTIES WITH RESPECT TO THE USE OF THE SERVICES, PRODUCTS OR DATA PROVIDED ON OR BY THE WEBSITE.

YOU FURTHER ACKNOWLEDGE THAT NOTHING CONTAINED ON THIS WEBSITE (INCLUDING, BUT NOT LIMITED TO, ARTICLES, BLOG POSTS, NEWSLETTERS) CONSTITUTES INVESTMENT, LEGAL, TAX OR OTHER ADVICE, NOR IS IT TO BE RELIED UPON IN MAKING ANY INVESTMENT OR OTHER DECISIONS. YOU SHOULD SEEK PROFESSIONAL ADVICE PRIOR TO MAKING ANY INVESTMENT DECISIONS.

WE MAY REVOKE YOUR ACCESS TO OR UTILIZATION OF THE WEBSITE FOR ANY REASON WITHOUT PRIOR NOTICE.

Severability

If any of the provisions of these Terms are deemed unlawful or for any reason unenforceable, the same shall be inoperative only to the extent necessary to achieve compliance with applicable law and shall not affect the remaining Terms, which shall be given full effect, without regard to the invalid portion(s).

Governing Law/Individual Arbitration of Claims

The laws of the United States of America, State of Georgia shall govern these Terms, without giving effect to any choice of law or conflict of law rules or provisions that would cause the application of any other jurisdiction’s laws. YOU AND MONTAG AGREE THAT ALL CLAIMS OR DISPUTES CONCERNING THE WEBSITE SHALL PROCEED SOLELY ON AN INDIVIDUAL, NOT CLASS ACTION OR REPRESENTATIVE, BASIS IN BINDING ARBITRATION BEFORE AND SUBJECT TO THE RULES OF THE AMERICAN ARBITRATION ASSOCIATION. ANY PARTY MAY APPLY TO A COURT OF COMPETENT JURISDICTION FOR TEMPORARY INJUNCTIVE OR OTHER EQUITABLE RELIEF IN AID OF ARBITRATION.

Privacy Policy

Please review our Privacy Policy for information on how we collect, use, disclose and otherwise manage personal information we collect on the Website, and the measures we take to safeguard the information.

Unauthorized Use

You may not use any hardware or software intended to damage or interfere with the proper working of the Website or to surreptitiously intercept any system, data or personal information from the Website, including but not limited to (i) use of any robot, spider or other automatic device, process or means to access the Website for any purpose, including monitoring or copying any of the material on the Website; (ii) any attempt to gain unauthorized access to, interfere with, damage or disrupt any parts of the Website, the server on which the Website is hosted, or any server, computer or database connected to the Website; (iii) attack the Website via a denial-of-service attack or a distributed denial-of-service attack; (iv) use any manual process to monitor or copy any of the material on the Website or for any other unauthorized purpose without our prior written consent; or (v) cause the Website or portions of it to be displayed, or appear to be displayed by, for example, framing, deep linking or in-line linking, on any other site. You agree not to interrupt or attempt to interrupt the operation of the Website in any way. MONTAG reserves the right, in its sole discretion, to limit or terminate your access to or use of the Website at any time without notice. Termination of your access or use will not waive or affect any other right or relief to which MONTAG may be entitled at law or in equity.

Forward-looking Statements and Third-Party References, Data, Information, and Linked Websites

Analyses, reports, and other information may have been produced using data provided by third parties, including other investment managers, and public sources. While the information is believed to be reliable, its accuracy cannot be guaranteed. Unless stated otherwise, any estimates, projections (including performance and risk), or predictions (including in tabular form) provided on this Website are intended to be forward-looking statements. Although MONTAG believes that the expectations in such forward-looking statements are reasonable, it can give no assurance that any forward-looking statements will prove to be correct. Such estimates are subject to actual known and unknown risks, uncertainties, and other factors that could cause actual results to differ materially from those projected.

References and links on the Website to any names, trademarks, products, services or content of third parties are provided solely as a convenience to you and do not in any way imply MONTAG’s endorsement of sponsorship of or affiliation with such third party or their services, goods or content.

When you access certain hyperlinks on this Website, you may leave this website and view content that is not provided by MONTAG. MONTAG does not make any representations or warranties as to the accuracy, completeness or relevance of any information prepared by any unaffiliated third-party provider, whether linked to MONTAG’s web site or incorporated herein. All such information is provided solely for convenience purposes only and all Users thereof should be guided accordingly.

Additional Terms

Certain webpages and portals on this Website may contain terms and conditions in addition to these Terms. In the event of a conflict, the additional terms and conditions will govern such webpages.