Last updated: December 15, 2024
These Terms and Conditions ("Terms") constitute a legally binding agreement between you ("Client," "you," or "your") and MITON GROUP Asset Management LLC ("MITON GROUP," "we," "us," or "our") regarding your use of our investment management services, website, and related platforms.
By accessing our website, opening an account, or using any of our services, you acknowledge that you have read, understood, and agree to be bound by these Terms. If you do not agree to these Terms, you must not use our services.
For the purposes of these Terms, the following definitions apply:
MITON GROUP provides discretionary investment management services across various asset classes and investment sectors. Our services include portfolio construction, asset allocation, investment selection, and ongoing portfolio management.
We provide investment advisory services, including market analysis, investment recommendations, and financial planning guidance tailored to your investment objectives and risk tolerance.
Our Platform provides access to account information, investment performance, market data, research reports, and other tools to help you monitor and understand your investments.
MITON GROUP is a registered investment adviser with the Securities and Exchange Commission (SEC) and operates in compliance with applicable federal and state securities laws and regulations.
To open an Account with MITON GROUP, you must:
The account opening process includes completing our client questionnaire, providing required documentation, agreeing to these Terms, and funding your Account. We reserve the right to reject any account application at our sole discretion.
We are required to verify your identity and collect certain information about you for regulatory compliance purposes. This may include requesting additional documentation or information at any time during our relationship.
Each Investment Strategy has specific minimum investment requirements. These minimums may change from time to time, and we will provide notice of any changes that affect your Account.
ALL INVESTMENTS INVOLVE RISK OF LOSS. The value of your investments may fluctuate, but there is a 100% capital protection on your capital.
Investment risks include, but are not limited to:
We charge an annual management fee based on the value of Assets in your Account. Management fees are calculated and charged quarterly in advance and are subject to our current fee schedule.
Certain Investment Strategies may include performance fees based on investment returns above specified benchmarks. Performance fees are calculated and charged according to the terms of your specific Investment Strategy.
Additional fees may include:
We may change our fees from time to time with 30 days' prior written notice. Continued use of our services after the effective date of fee changes constitutes acceptance of the new fees.
You must provide accurate, complete, and current information when opening your Account and promptly update us of any changes to your personal, financial, or contact information.
You are responsible for maintaining the confidentiality of your account credentials and for all activities that occur under your Account. You must notify us immediately of any unauthorized use of your Account.
You must comply with all applicable laws and regulations, including tax obligations related to your investments. You are responsible for determining the tax implications of your investment activities.
You must accurately represent your investment objectives, risk tolerance, and financial situation. You should notify us of any material changes that may affect the suitability of your Investment Strategy.
You agree not to:
All content, software, trademarks, service marks, and other intellectual property on our Platform are owned by MITON GROUP or our licensors. You may not use, copy, modify, or distribute our intellectual property without our written permission.
We grant you a limited, non-exclusive, non-transferable license to access and use our Platform solely for the purpose of using our services in accordance with these Terms.
You retain ownership of any content you provide to us, but you grant us a license to use such content as necessary to provide our services and comply with legal requirements.
OUR SERVICES ARE PROVIDED "AS IS" WITHOUT WARRANTIES OF ANY KIND. WE DISCLAIM ALL WARRANTIES, EXPRESS OR IMPLIED, INCLUDING WARRANTIES OF MERCHANTABILITY, FITNESS FOR A PARTICULAR PURPOSE, AND NON-INFRINGEMENT.
TO THE MAXIMUM EXTENT PERMITTED BY LAW, MITON GROUP SHALL NOT BE LIABLE FOR ANY INDIRECT, INCIDENTAL, SPECIAL, CONSEQUENTIAL, OR PUNITIVE DAMAGES, INCLUDING LOST PROFITS, EVEN IF WE HAVE BEEN ADVISED OF THE POSSIBILITY OF SUCH DAMAGES.
Our total liability to you for any claims arising from or related to these Terms or our services shall not exceed the amount of fees paid by you to us in the twelve months preceding the claim.
We shall not be liable for any failure or delay in performance due to circumstances beyond our reasonable control, including natural disasters, government actions, market disruptions, or technical failures.
You agree to indemnify, defend, and hold harmless MITON GROUP, its affiliates, officers, directors, employees, and agents from and against any claims, liabilities, damages, losses, costs, and expenses (including reasonable attorneys' fees) arising from or related to:
You may terminate your Account at any time by providing written notice. Upon termination, we will liquidate your investments and return your Assets, subject to applicable fees and market conditions.
We may terminate your Account immediately if you violate these Terms, engage in prohibited activities, or if we determine that continuing the relationship is not in our mutual best interests.
Upon termination, your access to our Platform will cease, and we will settle your Account according to our standard procedures. Provisions of these Terms that by their nature should survive termination will remain in effect.
Any dispute, claim, or controversy arising from or relating to these Terms or our services shall be resolved through binding arbitration administered by the Financial Industry Regulatory Authority (FINRA) or another mutually agreed arbitration organization.
You waive any right to participate in class action lawsuits or class-wide arbitration against MITON GROUP. All disputes must be resolved on an individual basis.
Before initiating arbitration, you agree to attempt to resolve any dispute through informal negotiation by contacting our client services team.
These Terms shall be governed by and construed in accordance with the laws of the State of New York, without regard to its conflict of law principles. Any legal action not subject to arbitration shall be brought exclusively in the state or federal courts located in New York County, New York.
We may modify these Terms from time to time to reflect changes in our services, legal requirements, or business practices. We will provide notice of material changes by:
Your continued use of our services after the effective date of any modifications constitutes acceptance of the updated Terms.
If you have any questions about these Terms or our services, please contact us:
Email:
Phone:
Address: 6th Floor, Paternoster House, 65 St. Paul's Churchyard, London, EC4M 8AB
Email:
Phone:
Hours: Monday-Friday, 8:00 AM - 8:00 PM EST