Terms & Conditions

Prossimo Advisors, LLC is a California limited liability company registered with the U.S. Securities and Exchange Commission (“SEC”) as an investment adviser. Prossimo Advisors, LLC is affiliated with Charles Schwab and Co., Inc. (“Schwab”), a FINRA member broker/dealer.

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

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 which would subject Prossimo Advisors, LLC or its affiliates to any registration requirement within such jurisdiction or country. Prossimo Advisors, LLC does not claim that information on this website is appropriate or available for use outside the United States of America. If you choose to access this website, you are responsible for compliance with any applicable laws.

Informational Purposes Only This website is for informational purposes only and is not intended to be a solicitation, offering or recommendation by Prossimo Advisors, LLC 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. Prossimo Advisors, LLC 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, Prossimo Advisors, LLC cannot and does not guarantee the accuracy, validity, timeliness, or completeness of any information, data or opinion made available to you for any particular purpose. In addition, Prossimo Advisors, LLC expressly disclaims any duty to update any information appearing on this website. While Prossimo Advisors, LLC seeks to provide accurate and timely information, there may be inadvertent technical or factual inaccuracies and typographical errors for which we apologize. We reserve the right to make changes and corrections at any time without notice.

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 expressed or implied. Prossimo Advisors, LLC 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. PROSSIMO ADVISORS, LLC 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 WEB SITE.

Third-Party Content; Investment Decisions Prossimo Advisors, LLC is not responsible for the content of any website owned by a third party that may be linked to this website via hyperlink, whether such link is provided by Prossimo Advisors, LLC or by a third party. Prossimo Advisors, LLC does not develop or guarantee, and undertakes no effort to verify, the accuracy, timeliness or completeness of the content of any website to which Prossimo Advisors, LLC may link, including any information on any site regarding Prossimo Advisors, LLC. By providing access to other websites, Prossimo Advisors, LLC is not recommending the purchase of any product or service provided by the sponsors of such websites. Prossimo Advisors, LLC 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. Decisions based on information contained on Prossimo Advisors, LLC’s site are the sole responsibility of the visitor, and in exchange for using Prossimo Advisor, LLC’s site, the visitor agrees to hold Prossimo Advisors, LLC harmless against any claims for damages arising from any decisions the visitor makes based on such information. No information contained on this site should be considered legal or tax advice by Prossimo Advisors, LLC.

Privacy The security or privacy of your email communications is not guaranteed. You should not send via email any sensitive or confidential information. Prossimo Advisors, LLC takes the matter of your privacy very seriously. If you are not presently a client and visit our website, we may collect information about you if you voluntarily choose to send Prossimo Advisors, LLC an email, request information or asked to be contacted. Prossimo Advisors, LLC may use this information to provide you with updated information about the products and services it offers. However, Prossimo Advisors, LLC will never share your personal information received in this manner with any third party, unless required to do so by law. Certain employees of Prossimo Advisors, LLC and its affiliates may be given the information you provide to respond to your requests. Employees of Prossimo Advisors, LLC and its affiliates are instructed to handle this information in confidence. Other sites this website links to may have their own privacy policies and they may differ from Prossimo Advisors, LLC’s policies. Prossimo Advisors, LLC is not responsible for the privacy practices employed by other websites. Click here for our Privacy Disclosure.

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 Prossimo Advisors, LLC website without the express prior written permission of Prossimo Advisors, LLC.

Performance Data Performance data quoted represents past performance and is no guarantee of future results. The value of an investment may fall as well as rise. Investor principal is not guaranteed, and investors may not receive the full amount of their principal at the time of redemption if asset values have fallen. More detailed information regarding the investment strategies utilized by Prossimo Advisors, LLC is available upon request. Persons supplied with “gross of fee” results are advised to use this data in accordance with the SEC guidelines. Investors should understand that performance results will be reduced by investment advisory fees and other expenses which may be incurred in connection with the account. The effect of such expenses is not reflected in “gross of fees” performance materials.

Modification of Terms and Conditions of Use Prossimo Advisors, LLC 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 and Conditions of Use periodically for changes. Use of this website indicates that you have accepted any changed terms and/or conditions. You may reject these terms at any time by leaving the website.