Important Legal Disclaimer / Terms and Conditions of Use
 

Welcome to the website of Pantheon Investments, LLC, (“PANTHEON”) located in Chattanooga, TN.  PANTHEON is registered with the U. S. Securities and Exchange Commission as an investment adviser pursuant to the Investment Advisers Act of 1940.  PANTHEON’S web site is limited to the dissemination of general information pertaining to its investment advisory and financial planning services. Accordingly, PANTHEON does not, and will not, effect or attempt to effect transactions in securities, or the rendering of personalized investment advice for compensation, over the Internet.  Advice can only be rendered after all of the following conditions are met: 

1.        Delivery of our SEC Form ADV, Part II to you. 

2.        Execution of an Advisory Agreement between you and PANTHEON. 

3.        Initial payment of an advisory fee by you to us. 

The Internet Communications shall not involve either effecting or attempting to effect transactions in securities, or the rendering of personalized investment advice for compensation, as the case may be, in this state over the Internet, but shall be limited to the dissemination of general information on products and services.  All such information is provided solely for convenience purposes only and all users thereof should be guided accordingly.

 Persons who access the material made available on this website agree to the following:

1.    Regulatory Restrictions.   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 that would subject PANTHEON or its affiliates to any registration requirement within such jurisdiction or country. PANTHEON does not claim that information on this website is appropriate or available for use outside of the United States. If you choose to access this website, you are responsible for compliance with any local laws.

2.    Informational Purposes Only.   This website is for informational purposes only and is not intended to be a solicitation, offering or recommendation by PANTHEON or its affiliates of any product, transaction or service, including securities transactions and investment management or advisory services. The opinions expressed in this website should not be considered investment, tax, legal or other advice and should not be relied on in making any investment or other decision. PANTHEON does not represent that the securities, products or services discussed in this website are suitable or appropriate for any particular investor. Although the information and data provided to you on this website is obtained or compiled from sources believed to be reliable, PANTHEON 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. In addition, PANTHEON expressly disclaims any duty to update the information or opinions appearing on this website.

3.    Limitation of Liability.   The information, data and opinions on this website are provided "as is" and are provided without any warranty of any kind, either express or implied. PANTHEON does not warrant the accuracy of the information provided for any particular purpose and expressly disclaims any warranties of merchantability or fitness for a particular purpose. PANTHEON WILL NOT BE LIABLE FOR ANY DIRECT, SPECIAL, INDIRECT OR CONSEQUENTIAL DAMAGES, EVEN IF EXPRESSLY ADVISED OF THE POSSIBILITY OF SUCH DAMAGES, ARISING OUT OF OR IN CONNECTION WITH THE USE OF THIS WEBSITE.

4.    Third-Party Content.   PANTHEON is in no way responsible for the content of any website operated by a third-party that may be linked to this website via hyperlink, whether such link is provided by PANTHEON or by a third-party. PANTHEON does not develop or guarantee, and undertakes no effort to verify, the accuracy, timeliness or completeness of the content of any website to which PANTHEON may link, including any information about PANTHEON or its affiliates appearing on any other site. By providing access to other websites, PANTHEON is not recommending the purchase of any product or service provided by the sponsors of such websites. PANTHEON likewise is not responsible for content that appears on this website that may be provided by a third-party, such as market data and peer performance information.

5.    Privacy.   The security or privacy of your e-mail communications is not guaranteed. You should not send via e-mail any sensitive or confidential information. PANTHEON takes the matter of your privacy very seriously. As a visitor to its website, PANTHEON may collect information about you if you voluntarily choose to send us an e-mail, request information or ask to be contacted. PANTHEON may use this information to provide you with updated information about the products and services it offers. However, PANTHEON will never share your personal information with any unaffiliated party, unless required to do so by law. Certain employees of PANTHEON and its affiliates may be given the information you provide to respond to your requests. Employees of PANTHEON and its affiliates are instructed to handle this information confidentially. Other sites links may have their own terms and conditions.  Privacy policies may differ from PANTHEON’s policies at other websites. PANTHEON is not responsible for the privacy practices employed by other websites.

6.    "Important Consumer Information:"

1.   A broker-dealer, investment adviser, BD agent or IA rep may only transact business in a particular state after licensure or satisfying qualifications requirements of that state, or only if they are excluded or exempted from the state`s broker-dealer, investment adviser, BD agent or IA rep requirements, as the case may be; and 

2.   Follow-up, individualized responses to consumers in a particular state by broker-dealer, investment adviser, BD agent or IA rep that involve either the effecting or attempting to effect transactions in securities or the rendering of personalized investment advice for compensation, as the case may be, shall not be made without first complying with the state`s broker-dealer, investment adviser, BD agent or IA rep requirements, or pursuant to an applicable state exemption or exclusion.

3.   for information concerning the licensure status or disciplinary history of a broker-dealer, investment adviser, BD agent or IA rep, a consumer should contact his or her state securities law administrator."

7.    Copyrights and Restrictions on Use of Materials.   This website is protected by applicable copyright law. If you download or print any information from this website, you agree that you will not remove or obscure any copyright or other notices or legends contained in any such information. You may not reproduce, transmit (by electronic means or otherwise), modify, link into or use for any public or commercial purpose any part of the PANTHEON website without the express prior written permission of PANTHEON.

8.    Modification of Terms and Conditions of Use.   PANTHEON reserves the right to change, modify, add or remove portions of the Terms and Conditions of Use at any time. Accordingly, it is suggested that you review these terms periodically for changes. Use of this website constitutes your acceptance of any changed terms.