Terms & Conditions

1. Acceptance of Terms

These Terms and Conditions (“Terms”) govern your access to and use of the website operated by Astute Consulting LLC (the “Website”).

By accessing this Website, you acknowledge that you have read, understood, and agree to be bound by these Terms and by applicable federal and state securities laws, including those administered by the Texas State Securities Board. If you do not agree to these Terms, you must not use this Website.

Astute Consulting LLC may amend these Terms at any time. Continued use of the Website following any updates constitutes acceptance of the revised Terms.

2. Firm Information and Regulatory Status

Legal Name: Astute Consulting LLC
Jurisdiction: United States
Principal Place of Business: Dallas Metroplex, Texas

Astute Consulting LLC is an investment adviser registered or in the process of registration with the appropriate U.S. state regulatory authority, as required by applicable law.

Registration as an investment adviser does not imply any specific level of skill or training. The firm only conducts advisory business in jurisdictions where it is properly registered or exempt from registration.

3. Purpose of the Website

This Website is intended to provide general information regarding:

- The firm’s investment philosophy and advisory approach

- The types of services offered

- How prospective clients may request additional information

The Website is not intended to provide investment advice and does not constitute:

- A recommendation regarding securities

- A solicitation to engage advisory services

- An offer to enter into an advisory relationship

No advisory relationship is formed through use of this Website.

4. No Investment Advice; No Offer or Solicitation

All content on this Website is provided for informational purposes only.

Nothing on this Website should be construed as:

- Individualized investment advice

- A recommendation or endorsement of any security or strategy

- An offer or solicitation to buy or sell securities

- A request for client funds or assets

Advisory services are provided only pursuant to:

- A signed Investment Management Agreement

- Delivery of required regulatory disclosures, including Form ADV
- Completion of appropriate suitability and compliance procedures

5. Risk Disclosure

Investing in securities involves risk, including the possible loss of principal.

You acknowledge that:

- No investment strategy is guaranteed

- Past performance is not indicative of future results

- Market conditions and volatility may result in losses

- Actual client results may differ materially from examples discussed

Any discussion of strategies, methodologies, or portfolio construction is illustrative and not predictive.

6. Performance and Fees

Where applicable, Astute Consulting LLC may charge performance-based fees in accordance with applicable federal and state regulations.

All fees:

- Are disclosed in advance

- Are governed exclusively by the Investment Management Agreement

- Are subject to applicable regulatory limitations and client eligibility requirements

No fee information on this Website should be relied upon as final or binding.

7. Custody of Client Assets

Astute Consulting LLC does not maintain custody of client assets.

Client assets are held with qualified third-party custodians, including but not limited to Interactive Brokers, in accounts established in the client’s name.

Astute Consulting LLC:

- Does not accept client funds or securities

- Does not commingle assets
- Does not have authority to withdraw client funds except as contractually authorized for fees

8. Intellectual Property

All Website content, including text, graphics, methodologies, and branding, is the intellectual property of Astute Consulting LLC or its licensors and is protected by applicable law.

Content may be accessed for personal, non-commercial use only. Unauthorized reproduction or distribution is prohibited.

9. Acceptable Use

You agree not to:

- Use the Website in violation of applicable laws

- Misrepresent Website content as investment advice

- Attempt unauthorized access to systems or data

- Interfere with Website security or functionality

The firm reserves the right to restrict access for misuse.

10. Third-Party Links

This Website may include links to third-party websites. Astute Consulting LLC does not control or endorse such sites and is not responsible for their content, accuracy, or practices.

11. Limitation of Liability

To the fullest extent permitted by law, Astute Consulting LLC shall not be liable for any direct or indirect damages arising from use of this Website, including financial loss or loss of opportunity.

12. Governing Law

These Terms are governed by the laws of the State of Texas, without regard to conflict-of-law principles.

13. Contact Information

For questions regarding these Terms:
📧[email protected]