Our Site and Services
The Site and the Services of AlphaCore Technologies LLC are intended to provide certain analytics and comparative charts as a tool for financial professionals only, to evaluate securities and portfolios as they relate to representative risk factors. The functionality, charts, and analytics provided on the Site and/or as a part of the Services are intended for illustrative purposes only, and is not intended to meet the investment objectives or needs of specific individuals or accounts, nor is it intended for individual investor distribution. Accordingly, nothing on this Site or the Services should be constructed as a solicitation, offer, or recommendation to acquire or dispose of any investment, engage in any other transaction, and does not constitute investment advice. AlphaCore Capital LLC does not render or offer to render personal investment advice or financial planning advice through this Site or the Services. AlphaCore Capital’s specific advice is given only within the context of our written contractual agreements with each AlphaCore Capital client.
Decisions based upon information contained on this Website are the sole responsibility of the user, and AlphaCore and its affiliates are not responsible for any use of user output from the Site, and end user client disclosure is the responsibility of the user.
2018 Morningstar. All rights reserved. The information contained herein: (1) is proprietary to Morningstar and/or its content providers; (2) may be not copied or distributed; and (3) is not warranted to be accurate, complete, or timely. Neither Morningstar nor its content providers are responsible for any damages or losses arising from any use of this information.
Past performance is not a guarantee of future results.
The content or materials on the Site may only be reprinted, republished, modified, or distributed in certain limited conditions in accordance with these Terms, but in no event its entirety as a standalone product. Output of the Site is generally for the user’s own personal use or the internal use of your business. All proprietary notices (including copyright notices) contained on any downloaded materials must be maintained in compliance with any applicable end user license agreements. Exclusive reliance on the output of the tool is not advised or recommended.
Terms and Conditions
THIS WEBSITE, INCLUDING ANY HYPERLINKED OR SUBDOMAIN WEBSITES, AND ANY MATERIAL, PRODUCTS, SOFTWARE, OR DATA PROVIDED TO YOU ON, FROM, OR THROUGH THE SITE (COLLECTIVELY, THE “SITE”), OR ANY SERVICES PROVIDED TO YOU ON, FROM, OR THROUGH THE SITE (COLLECTIVELY, THE “SERVICES”) ARE PROVIDED SUBJECT TO YOUR COMPLIANCE WITH THE TERMS AND CONDITIONS (“TERMS”) SET FORTH BELOW.
THIS SITE AND THE SERVICES ARE PROVIDED FOR FINANCIAL PROFESSIONALS ONLY AND ARE NOT INTENDED FOR INDIVIDUAL INVESTOR USE. CERTAIN CHARTS UTILIZE SIMULATED RETURNS ASSOCIATED WITH PROPRIETARY RISK FACTORS WHICH HAVE BEEN CREATED USING VARIOUS INDICES AND PROPRIETARY MULTI-FACTOR ANALYSIS, AND THEREFORE DOES NOT REFLECT ACTUAL PERFORMANCE. HYPOTHETICAL PERFORMANCE HAS INHERENT LIMITATIONS INCLUDING THE BENEFIT OF HINDSIGHT, AND MAY NOT REFLECT THE EFFECT THAT MATERIAL ECONOMIC AND MARKET FACTORS WOULD HAVE HAD ON ACTUAL INVESTMENT DECISIONS. PLEASE REFER TO THE DISCLOSURE AT THE BOTTOM OF THE WEBSITE PAGE. BY UTILIZING THIS WEBSITE, YOU ACKNOWLEDGE YOU ARE AN INSTITUTIONAL INVESTOR, INCLUDING REGISTERED INVESTMENT ADVISERS AND THEIR REPRESENTATIVES.
CERTAIN OF THE INFORMATION CONTAINED ON THIS SITE: (1) IS PROPRIETARY TO MORNINGSTAR INC. AND/OR ITS CONTENT PROVIDERS; (2) MAY NOT BE COPIED OR DISTRIBUTED; AND (3) IS NOT WARRANTED TO BE ACCURATE, COMPLETE, OR TIMELY. NEITHER MORNINGSTAR NOR ITS CONTENT PROVIDERS ARE RESPONSIBLE FOR ANY DAMAGES OR LOSSES ARISING FROM ANY USE OF THIS INFORMATION. PAST PERFORMANCE IS NO GUARANTEE OF FUTURE RESULTS.
1. General Information
This website is operated by AlphaCore Technologies LLC (“AlphaCore”).
You, the User, are the exclusive operator of your credentials with respect to the Site and Services, which provided are for your exclusive use, unless you are the owner of a Multi-User License Agreement, where you are allotted a certain number of Individual Licenses to give to those who would be Individual Users of the Site and Services. Each License granted by AlphaCore is non-transferrable and may not be shared with other parties, including other members of your internal business, unless that permission is explicitly granted as part of a Multi-User License
3. Restrictions on Use
All content and pages within the Site and all Services are the property of AlphaCore and/or its affiliates. The Site and the Services are protected by federal and international copyright and trademark laws. The content or materials on the Site may only be reprinted, republished, modified, or distributed in certain limited conditions in accordance with these Terms, but in no event its entirety as a standalone product. Output of the Site is generally for the User’s own personal use or the internal use of your business. All proprietary notices (including copyright notices) contained on any downloaded materials must be maintained in compliance with any applicable end User license agreements. Limited external use of certain components of the Site (e.g., certain charts and graphs) may be permissible if the all of the following conditions are met: (i) specific components are incorporated into and distributed only as a value-add report or presentation to specific clients, (ii) such reports or presentations are created using available functionality of the Site; (iii) distribution is on a limited, as hoc basis, and not used for advertising purposes, which includes but is not limited to general or mass mailings, external websites, or other publicly available media; and (iv) source data is not exported, copied, distributed, used, or resold by Users.
Decisions based upon information contained on this Website are the sole responsibility of the User, and AlphaCore and its affiliates are not responsible for any use of ser output from the Site, and disclosure required for User-client interaction or presentation is the responsibility of the User. Any and all use of content or components from the Site shall be subject to the intellectual property rights of AlphaCore and its affiliates, including copyrights, patents, or trademarks, and no User use shall be deemed or considered a waiver of any such rights. Exclusive reliance on the output of the tool is not advised or recommended. Nothing in these Terms or otherwise in connection with the Site or the Services gives you a right to use the AlphaCore name or any of the trademarks, logos, domain names, and other distinctive brand features of AlphaCore or its affiliates. All right, title, and interest in and to the Site and the Services are and will remain the exclusive property of AlphaCore and/or its affiliates. Any feedback, comments, or suggestions you may provide regarding the Site or the Services is entirely voluntary and we will be free to use such feedback, comments, or suggestions as we see fit and without any obligation to you.
You agree not to circumvent, disable, or otherwise interfere with any security-related features of the Site or Services, or any features that prevent or restrict use or copying of any Site content or enforce limitations on use of the Services or the Site content. You further agree that any content you submit to the Site will not contain third party copyrighted material or material that is subject to other third party proprietary rights, unless you have permission from the rightful owner of the material or you are otherwise legally entitled to submit the material and to grant AlphaCore all of the license rights granted herein.
Any rights not expressly granted by these Terms or any applicable end User license agreements are reserved by AlphaCore.
4. No Warranty and Other Disclaimers
THE SITE, INCLUDING ANY MATERIALS, CONTENT, OR INFORMATION CONTAINED WITHIN IT OR ANY SITE-RELATED SERVICE, IS PROVIDED “AS IS,” WITH ALL FAULTS, WITH NO REPRESENTATIONS OR WARRANTIES OF ANY KIND, EITHER EXPRESSED OR IMPLIED, INCLUDING, BUT NOT LIMITED TO, THE IMPLIED WARRANTIES OF MERCHANTABILITY, FITNESS FOR A PARTICULAR PURPOSE, AND NONINFRINGEMENT. YOU ASSUME TOTAL RESPONSIBILITY AND RISK FOR YOUR USE OF THIS SITE OR THE SERVICES.
TO THE MAXIMUM EXTENT PERMITTED BY LAW, ALPHACORE, ITS AFFILIATES, EMPLOYEES, AND AGENTS ARE NEITHER RESPONSIBLE NOR LIABLE FOR ANY DIRECT, INDIRECT, INCIDENTAL, CONSEQUENTIAL, SPECIAL, EXEMPLARY, PUNITIVE, OR ANY OTHER DAMAGES ARISING OUT OF OR RELATING IN ANY WAY TO THIS SITE, MATERIAL, CONTENT, OR INFORMATION CONTAINED WITHIN THE SITE, AND/OR THE SERVICES. YOUR SOLE REMEDY FOR ANY DISSATISFACTION WITH THIS SITE OR THE SERVICES IS TO STOP USING THE SITE AND/OR THOSE SERVICES.
Although AlphaCore attempts to ensure the integrity and accurateness of this Site and the Services, it makes no guarantees whatsoever as to the correctness or accuracy of this Site or the Services. It is possible that this Site or the Services could include inaccuracies or errors, and that unauthorized additions, deletions and alterations could be made to this Site or the Services by third parties. In the event that an inaccuracy arises, please inform AlphaCore so that it can be corrected. Information contained on this Site or the Services may be changed or updated without notice.
AlphaCore and its affiliates make no warranty or representation and disclaim all responsibility and liability for: (i) the completeness, accuracy, availability, timeliness, security or reliability of the Site or Services; (ii) any harm to your computer system, loss of data, or other harm that results from your access to or use of the Site or Services; (iii) the deletion of, or the failure to store or to transmit, any Site content and other communications maintained by the Services; and (iv) whether the Site or Services will meet your requirements or be available on an uninterrupted, secure, or error-free basis. No advice or information, whether oral or written, obtained from AlphaCore or its affiliates or otherwise through the Services, will create any warranty or representation not expressly made herein.
The Site and the Services are intended to provide certain analytics and comparative charts as a tool for financial professionals to evaluate securities and portfolios as they relate to representative risk factors. The functionality, charts, and analytics provided on the Site and/or as a part of the Services are intended for illustrative purposes only. Any analysis provided is not intended to meet the investment objectives or needs of specific individuals or accounts, and it is not intended for individual investor distribution. Accordingly, nothing on this Site or the Services should be constructed as a solicitation, offer, or recommendation to acquire or dispose of any investment or to engage in any other transaction, and nothing contained therein constitutes investment advice. AlphaCore and its affiliates do not render or offer to render personal investment advice or financial planning advice through this Site or the Services. AlphaCore’s specific advice is given only within the context of our written contractual agreements with each AlphaCore client.
5. Use of Your Information
By submitting Content to the Site or in connection with the Services, you acknowledge and agree that you grant AlphaCore and its affiliates permission to contact you by telephone, email, address, or other means provided, and you affirmatively consent to being contacted by AlphaCore or its affiliates.
By providing any information, material, or data (“Content”) to AlphaCore or its affiliates on or through the Site, you grant AlphaCore and its affiliates an unrestricted, irrevocable, perpetual, world-wide, royalty free license (with the right to sublicense) to use, process, reproduce, display, aggregate, modify, adapt, transmit, publish, and distribute such Content, and you also agree that AlphaCore and its affiliates are free to use any ideas, concepts, know-how, or techniques that you send us for any purpose. AlphaCore or its affiliates may maintain a database in which Content or metadata that you provided is stored. You agree that AlphaCore and its affiliates may reformat, extract, adapt or translate any such Content or metadata.
You understand that we may modify or adapt your Content as it is distributed, syndicated, published, or broadcast by AlphaCore or its affiliates, and/or make changes to your Content in order to aggregate or adapt the Content to different media. You represent and warrant that you have all the rights, power and authority necessary to grant the rights granted herein to any Content that you submit.
6. Confidential and Proprietary Information
7. Trademark Notice
is the logo, trademark, and service mark of AlphaCore. All other trademarks, service marks and logos used in this Site or the Services are the trademarks, service marks or logos of their respective owners.
8. Choice of Law and Venue
These Terms are entered into in the State of California and shall be governed by and construed in accordance with the laws of the State of California, exclusive of its choice of law rules. Each party to these Terms submits to the exclusive jurisdiction of the state and federal courts sitting in the County of San Diego in the State of California, and waives any jurisdictional, venue, or inconvenient forum objections to such courts. You agree that the Site shall be deemed a passive website that does not give rise to personal jurisdiction over AlphaCore or its affiliates, either specific or general, in any jurisdictions other than California. In the event that any of the Terms are held by a court or other tribunal of competent jurisdiction to be unenforceable, those provisions shall be limited or eliminated to the minimum extent necessary so that these Terms shall otherwise remain in full force and effect. No waiver of any term of this these Terms shall be deemed a further or continuing waiver of such term or any other term, and the failure to assert any right or provision under these Terms shall not constitute a waiver of such right or provision. YOU AGREE THAT ANY CAUSE OF ACTION ARISING OUT OF OR RELATED TO THE SITE OR THE SERVICES MUST COMMENCE WITHIN ONE (1) YEAR AFTER THE CAUSE OF ACTION ACCRUES, OTHERWISE SUCH CAUSE OF ACTION SHALL BE PERMANENTLY BARRED.
9. Entire Agreement