Disclosures & Disclaimers

  1. The content published by Porter & Company, LLC (“we,” “us,” “our,” Or “Porter & Co.”), including newsletters, articles, reports, emails, social media posts, podcasts, webinars, and any related materials (collectively, the “Content”), is provided for informational and educational purposes only. Nothing in the Content constitutes, or should be construed as, personalized investment, financial, legal, accounting, or tax advice, or a recommendation to buy, sell, or hold any security or to adopt any investment strategy. We are not acting as your fiduciary. You are solely responsible for evaluating the merits and risks associated with the use of any information provided before making any investment decisions.
  2. Past performance is not indicative of, and does not guarantee, future results. The performance of any security, strategy, or portfolio referenced in the Content may fluctuate, and investors may experience gains or losses.
  3. All market prices, quotes, and valuations referenced in the Content are believed to be accurate as of the date and time of publication, unless otherwise noted. Market conditions and prices may change rapidly and without notice. You should verify current prices and other relevant information independently before making any investment decision.
  4. We may, from time to time, include opinions regarding securities in which we, our affiliates, or our employees have a financial interest. It is our policy to disclose any material conflicts of interest known to us at the time of publication. As of the publication date of any specific piece of Content, we and/or our employees may hold positions (long or short), or may trade in, the securities or derivatives referenced. Such positions are subject to change at any time without notice. Any disclosures specific to a publication will be stated within that publication or in a linked disclosure.
  5. Investing in securities involves significant risk, including the possible loss of principal. Equity securities, options, futures, cryptocurrencies, foreign securities, and other financial instruments may be volatile and may not be suitable for all investors. Leverage and short-selling entail unique risks and may result in losses exceeding your initial investment. You should carefully consider your investment objectives, financial situation, risk tolerance, and time horizon before investing. Consult with a qualified, licensed financial adviser and, where appropriate, a tax professional before implementing any investment strategy.
  6. We strive to use sources we believe to be reliable and to present information accurately and in good faith. However, we do not warrant, guarantee, or represent, expressly or impliedly, the completeness, timeliness, accuracy, or reliability of the Content, and the Content may contain errors or omissions. All information is provided “as is” and “as available,” without warranties of any kind, including, without limitation, warranties of merchantability, fitness for a particular purpose, title, or non-infringement.
  7. The Content does not constitute an offer to sell or a solicitation of an offer to buy any securities, financial instruments, or services in any jurisdiction in which such offer or solicitation would be unlawful under the securities laws of such jurisdiction.
  8. The Content may include links to or summaries of information obtained from third-party sources. We do not control, endorse, or assume responsibility for any third-party content, products, or services and make no representations regarding their accuracy or reliability. From time to time, we may receive compensation from third parties, including issuers, sponsors, or affiliates, for advertising, sponsorships, or inclusion of their products, services, or content. Any such material relationships that are relevant to a specific publication will be disclosed in that publication or via a linked disclosure.
  9. We may participate in affiliate marketing programs. If you click on an affiliate link and make a purchase or open an account, we may receive a commission or other compensation at no additional cost to you. Such arrangements may create incentives that could be perceived as conflicts of interest. We endeavor to provide objective analysis notwithstanding such relationships and will disclose material affiliations when applicable.
  10. Testimonials or endorsements, if any, reflect the personal experiences of the individuals quoted. Results may not be typical, are not necessarily representative of all clients or readers, and are not a guarantee of future performance or success. No compensation is provided for testimonials unless expressly disclosed.
  11. Certain statements in the Content may be forward-looking and are inherently subject to risks and uncertainties that could cause actual results to differ materially from those expressed or implied. Forward-looking statements speak only as of the date they are made, and we undertake no obligation to update them.
  12. Your use of the Content does not create an advisory, fiduciary, or client relationship between you and us. We do not assess the suitability of any investment for you and do not provide individualized advice. You must make your own independent decisions regarding investments.
  13. The Content is the property of Porter & Company, LLC or its licensors and is protected by intellectual property laws. You may not reproduce, distribute, or transmit the Content without our prior written consent, except for brief quotations with attribution for noncommercial purposes.
  14. Porter & Company, LLC is not registered as an investment adviser/broker-dealer with any federal or state securities regulator. Porter & Co. is a publishing company and the indicators, strategies, reports, articles and all other features of our products are provided for informational and educational purposes only and should not be construed as personalized investment advice. If we or an affiliate is registered in any capacity, such registration and the scope of related services will be separately described and governed by applicable agreements and disclosures.
  15. To the fullest extent permitted by law, we and our affiliates, officers, directors, employees, and agents shall not be liable for any direct, indirect, incidental, consequential, special, exemplary, or punitive damages, including lost profits, arising out of or relating to your use of, or reliance on, the Content, even if advised of the possibility of such damages.
  16. By accessing or using the Content, you agree to conduct your own research and due diligence, verify information independently, and consult appropriate professionals before making financial decisions. You acknowledge that you are responsible for your own investment decisions and outcomes.
  17. We may update these Disclosures and Disclaimers from time to time. Your continued use of the Content constitutes acceptance of any changes.

Questions regarding these Disclosures and Disclaimers may be directed to:

Porter & Company, LLC
1001 Cathedral St, Accounting Floor 4
Baltimore, Maryland 21202
[email protected]