ABOUT US       PHILOSOPHY       INVESTMENT TEAM       INVESTMENT STRATEGIES       INVESTMENT PROCESS       COMMENTARY       CONTACT US
   
     
 
 
   
 
  • By using this website, you signify your assent to the following terms of use without limitation or qualification. If you do not agree to these terms, do not use this website.
  • Eagle Ridge Investment Management LLC may at any time revise these terms by updating this posting. You are and will be bound by any such revisions and accordingly you should periodically visit this page to review the then current terms and conditions to which you are bound.
  • This website is for informational purposes only and does not constitute an offer to sell or a solicitation of an offer to buy any security that may be referenced herein. Nothing contained on this website is intended to be or should be construed as legal, tax or investment advice.

Limitations

  • The information and materials provided on this website is provided for your own informational and non-commercial purposes. You may browse, download, view, print, copy onto the hard disk of your computer (but not photocopy) and use all information and materials from this website for such purposes in good faith. Any other use of the information and materials will require the prior written consent of Eagle Ridge Investment Management LLC.
  • Eagle Ridge Investment Management LLC seeks to provide accurate and timely information; nevertheless, 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. Eagle Ridge Investment Management LLC does not warrant, represent or guarantee, either expressly or impliedly, the accuracy or completeness of the information, text, graphics, links or other items contained on this website. In no event will Eagle Ridge Investment Management LLC, its affiliates or any such parties be liable to you for any direct, special, indirect, consequential, incidental damages or any other damages of any kind even if Eagle Ridge Investment Management LLC or any other party have been advised of the possibility thereof.
  • Nothing contained in Eagle Ridge Investment Management LLC's website constitutes legal, tax or investment advice. Neither the information nor any opinion contained in this website constitutes a solicitation or offer by Eagle Ridge Investment Management LLC or its affiliates to buy or sell any securities, futures, options or other financial instruments, nor shall any such security be offered or sold to any person in any jurisdiction in which such offer, solicitation, purchase, or sale would be unlawful under the securities laws of such jurisdiction. Decisions based on information contained on Eagle Ridge Investment Management LLC's website are the sole responsibility of the user. All information posted on this website is current only as of the date of its posting, and Eagle Ridge Investment Management LLC undertakes no obligation to update any information to reflect events or circumstances after the date of such posting.
  • The information provided on this website is provided without warranties of any kind, either expressed or implied, and Eagle Ridge Investment Management LLC disclaims all warranties, including, but not limited to, implied warranties of merchantability and fitness for a particular purpose. Eagle Ridge Investment Management LLC expressly disclaims all liability for errors and omissions in these materials and for the use or interpretation by others of information contained on this website. Neither Eagle Ridge Investment Management LLC nor any of its affiliates, directors, officers or employees, nor any third party vendor retained by Eagle Ridge Investment Management LLC, will be liable or have any responsibility of any kind for any loss or damage that you incur in the event of any failure or interruption of this website, or resulting from the act or omission of any other party involved in making this website or the data contained therein available to you, or from any other cause relating to your access to, inability to access, or use of this website or these materials, whether or not the circumstances giving rise to such cause may have been within the control of Eagle Ridge Investment Management LLC or of any vendor providing software or support services for this website.
  • You agree not to use this website:
    • for the posting, uploading, emailing or other transmission of any material, the publication, dissemination, use or possession of which infringes the rights of any person or which is unlawful in any other respect
    • in any way which is abusive, defamatory or obscene or which will harass, distress
      or inconvenience any person or which might restrict or inhibit the use and enjoyment of the website by any person
    • for the posting, uploading, emailing or other transmission of any unsolicited or unauthorized advertising, promotional materials, "junk mail," "spam," "chain letters," or any other form of solicitation or commercial exploitation
    • for the posting, uploading, emailing or other transmission of any material that contains software viruses or any other computer code, files or programs designed to interrupt, restrict, destroy, limit the functionality of or compromise the integrity of any computer software or hardware or telecommunications equipment
    • to create a database (electronic or otherwise) for any unauthorized purpose that
      includes information and materials downloaded or otherwise obtained from the website
    • to transmit or re-circulate any information and materials obtained from the website in to any third party in an authorized manner
    • in such a way so as to remove the copyright or trade mark notice(s) from any
      copies of any information and materials obtained from the website; or
    • in any manner that might bring Eagle Ridge Investment Management, LLC into
      harm or disrepute.

Eagle Ridge Investment Management, LLC shall have the right to refuse to allow you access to the website or to any pages on the website at any time and for any reason without giving you any advance notice and Eagle Ridge Investment Management, LLC shall not be liable for any losses or damages whatsoever (other than losses or damages for death or physical injury arising out of the negligence of Eagle Ridge Investment Management, LLC or its employees) arising from your inability to access the website.

Trademark and Copyrights

  • Eagle Ridge Investment Management LLC owns and operates this website. All trademarks, service marks, trade names, and logos displayed on this website are proprietary to Eagle Ridge Investment Management LLC, except as explicitly noted below under Ownership of Other Materials. Nothing contained on the website should be construed as granting, by implication, estoppel or otherwise, any license or right to use any trademark displayed on this website without the written permission of Eagle Ridge Investment Management LLC or such third party that may own the trademarks displayed on this website. Your use of the trademarks displayed on this website, except as provided herein, is strictly prohibited.
  • Images displayed on this website are either the property of, or used with permission by, Eagle Ridge Investment Management LLC. The use of these images by you, or anyone else authorized by you, is prohibited unless specifically permitted herein. Any unauthorized use of the images may violate copyright laws, trademark laws, the laws of privacy and publicity, and communications regulations and statutes. If you download any information or software from this website, you agree that you will not copy it or remove or obscure any copyright or other notices or legends contained in any such information.

Ownership of Other Materials

  • Adobe®, Acrobat®, Acrobat® Reader, and the Acrobat logo are trademarks of Adobe Systems Incorporated. Microsoft® and Internet Explorer® are trademarks of Microsoft Corporation. Netscape Navigator® is a trademark of Netscape Communications. Standard & Poor's®, S&P®, Standard & Poor's 500®, S&P 500®, are trademarks of The McGraw-Hill Companies, Inc. Other materials owned by any other parties shall be identified on the website by the trademark and the copyright symbols of the owner.

Jurisdiction and Governing Law

  • This website is controlled and operated by Eagle Ridge Investment Management LLC from its offices within the State of Connecticut, United States of America. Eagle Ridge Investment Management LLC makes no representation that materials on the website are appropriate or available for use in other locations, and access to them from territories where their content is illegal is prohibited. Those who choose to access this website from other locations do so on their own initiative and are responsible for compliance with applicable local laws. You may not use or export the materials on this website in violation of U.S. export laws and regulations.
  • 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 Eagle Ridge Investment Management LLC or its affiliates to any registration requirement within such jurisdiction or country.
  • These Terms and Conditions shall be governed by and construed in accordance with the laws of the State of Connecticut, without regard to the conflict of laws thereof, and to the laws of the United States. If you take legal action relating to these terms of use, you agree to file such action only in the state or federal courts located in Fairfield County, Connecticut, and you consent and submit to the personal jurisdiction of those courts for the purpose of litigating any such action.

Integration and Severability

  • If any provision of these terms is deemed unlawful, void, or for any reason unenforceable, then that provision will be deemed severable from these terms and will not affect the validity and enforceability of the remaining provisions. The preceding terms of use represent the entire agreement between Eagle Ridge Investment Management LLC and the user relating to the subject matter herein.

Protection of Personal Information

  • It is our policy to protect your personal information by doing the following:
    • Safeguarding any data, computer files and documents containing your personal
      information from any misuse by third parties
    • Destroying, erasing or making unreadable any data, computer files and
      documents containing your personal information prior to their disposal
    • Protecting the confidentiality of your Social Security number and other personal
      information
    • Prohibiting the unlawful disclosure of your Social Security number and other
      personal information
    • Limiting and/or restricting the access to your Social Security number and other
      personal information to other third parties except in accordance with the terms of our personal information protection policy
    • Limiting the access of your Social Security number and other personal
      information only to our employees who need access to your personal information and limiting the access of these employees to extent that it is needed
    • Making reasonable efforts to train our employees to protect the privacy of your
      Social Security numbers and other personal information; and
    • Implementing reasonable procedures to identify where your personal information
      is stored and maintaining appropriate physical, electronic and procedural safeguards in order to safeguard your personal information wherever it is stored.

In the event that there is ever a breach of security regarding your personal information, we intend to comply with applicable state and federal law requirements regarding the notification and disclosure to you and to the appropriate authorities of the circumstances surrounding the breach. “Personal information” for this section is defined as any information that you may provide to us that can be used to identify you individually, including but not limited to your name, email address, home address, telephone or fax numbers, Social Security number, driver’s license number, state identification card number, bank account number, credit card or debit card number, passport number, alien registration number, as well as any company account number that we assign to you.

Links to other web sites

  • Some of the pages on the website include links to external websites. These links are
    included to give you the opportunity to access other pages that we feel may be of interest or assistance to you. Eagle Ridge Investment Management LLC is not responsible for the content of these external websites nor will Eagle Ridge Investment Management LLC accept any liability or responsibility for any damages incurred from your use of or access to these websites.

FDIC Disclaimer

Securities (including shares of mutual funds), alternative investments, and other investment products are not bank deposits and are not insured by the FDIC or any other agency of the United States, nor are they obligations of, or insured or guaranteed by Eagle Ridge Investment Management LLC or any of its subsidiaries or affiliates. Securities (including shares of mutual funds) and other investments involve investment risks, including the possible loss of value. The information and materials contained in this website, and the terms of the access to and use of such information and materials, are subject to change without notice. Eligibility for particular investment options or services is subject to final determination and acceptance by Eagle Ridge Investment Management LLC.

Corporate and Contact Information

  • Eagle Ridge Investment Management LLC is a limited liability company that was formed in,
    and whose principal office is located in, the State of Connecticut, United States of America. If you have any questions or comments related to these Terms of Use, you should contact us at: