3LM / Legal

Terms & Conditions

This website is for information. It is not advice, not an offer, and not a client relationship.

Last updated September 13, 2026

01

Agreement

By using 3lminc.com you accept these terms. If you do not accept them, please do not use the site. 3Legacy Management Inc. may revise these terms; the date above shows when they were last changed, and continued use after a change means you accept the revision.

02

This website is not advice

Everything on this site is general information about our firm and how we work. It is not investment, legal, tax, or accounting advice, and it is not a recommendation to buy, sell, or hold any security or to adopt any strategy. Advice is specific to a person and their circumstances, and we can only give it once we know yours under a signed advisory agreement.

03

No offer, no solicitation

Nothing here is an offer to sell or a solicitation to buy any security, or an offer of advisory services in any jurisdiction where that offer would be unlawful or where we are not registered or exempt from registration.

04

No client relationship

Reading this site, sending us a message, or exchanging emails does not make you a client of 3LM and does not create a fiduciary or advisory relationship. That relationship begins only when both of us sign a written advisory agreement. Until then, please do not send us confidential or time-sensitive information.

05

Investment risk

Investing involves risk, including the possible loss of principal. Past performance does not indicate future results. No strategy, including diversification, guarantees a profit or protects against loss in a declining market. Any figures shown on this site are illustrative unless they are expressly identified otherwise.

06

Accuracy of information

We work to keep this site accurate and current, but we do not warrant that it is free of errors or omissions, and information may change without notice. Where this site and our Form ADV, advisory agreement, or approved disclosures disagree, those documents govern.

08

Intellectual property

The text, design, graphics, and marks on this site belong to 3Legacy Management Inc. or its licensors. You may read, print, and share pages for your own non-commercial use with attribution intact. You may not republish, sell, or reproduce this material commercially, or use our name or marks, without our written permission.

09

Acceptable use

  • Do not attempt to gain unauthorized access to the site or to any system connected to it.
  • Do not scrape, mirror, or reproduce the site in bulk by automated means.
  • Do not use the site to transmit malicious code or to interfere with anyone else’s use of it.

10

Limitation of liability

The site is provided "as is" and "as available". To the fullest extent the law allows, 3LM disclaims all warranties, express or implied, and is not liable for any indirect, incidental, or consequential loss arising from your use of, or inability to use, this site. Nothing in these terms limits any liability that cannot lawfully be limited.

11

Questions about these terms

Questions about these terms can be sent to terms@3lminc.com.

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