Disclosures & Disclaimers

Important Consumer Information
Sunrise Advisors, Inc. (referred to herein as “Sunrise Advisors” or “we” or “us” or “our”) is an independent Registered Investment Adviser (RIA) registered with the United States Securities and Exchange Commission (SEC).  Sunrise Advisors does not give or offer to give personalized investment advice (or any other investment advice) through this website.  Investment advice may only be given within the context of our investment management contracts with each client.

The sole and limited purpose of this website is to disseminate general information about Sunrise Advisors, including the services we provide and how to contact us.  None of the information or content in this website is (or is intended to be) a solicitation or offering of any security to any person or entity.

Sunrise Advisors, or its representatives, may only transact business in a state if properly registered or exempt or excluded from registration in that state.  No individualized investment advice will be made by Sunrise Advisors, or its representatives, in a state unless that state’s registration requirements (or exemptions or exclusions) have been met.

The rest of this document outlines the Terms of Use relating to Sunrise Advisors’ website.  By accessing our website, you acknowledge that you have read and understand the below Terms of Use, including all disclaimers and limits on liability set forth therein.

Terms of Use:

General Disclaimer
Sunrise Advisors does not offer legal, accounting, or tax advice.  Advice provided by Sunrise Advisors is given only within the context of our contractual agreement with the client.  The information and opinions contained in this website have been prepared solely for informational purposes and are not a solicitation, an offer, or a recommendation to buy or sell any security or instrument or to participate in any trading strategy or activity, and are not to be relied upon in making any investment decision.  You agree not to hold Sunrise Advisors liable for any possible claim for damages arising from any decision you make based on information made available to you through this website.

While Sunrise Advisors uses reasonable efforts to obtain information from sources it believes to be reliable, we make no representation that the information or opinions contained in our website are accurate, reliable, or complete.  All information and opinions contained in our website are subject to change without notice.

Sunrise Advisors’ name and logo and all related product and service names, design marks, and slogans are the sole and exclusive property of Sunrise Advisors, Inc.  Without our express prior written permission, you are not authorized to, and agree not to, download, display, or use any content from this website or any Sunrise Advisors name, mark, or logo in any publication, writing, or any other manner (commercial or otherwise).  You shall not modify, copy, distribute, publish, license, sell, misappropriate, or misuse any material that is derived from or based on the content of this website.

By using this website, you consent to any form of recording and retention of any communication, information, and data exchanged between you and Sunrise Advisors or its representatives or agents.  However, we are committed to protecting your privacy and security.  Any personal information you provide to us is retained and used only to the extent necessary to, as appropriate, provide information you request or answer questions you ask.

Disclaimer of Warranties and Liability
This website may contain inaccuracies, typographical errors, viruses, or other harmful malware or components.  Though we strive to ensure the integrity and security of this website and all content thereon, Sunrise Advisors does not in any way represent or warrant that our website, its servers, or any email sent from this website are free of inaccuracies, errors, viruses, or other harmful malware or components.  Downloading, copying, forwarding, or otherwise accessing any material on or from our website is done at the sole and absolute risk and liability of the person or entity downloading, copying, forwarding, or otherwise accessing such material.  Sunrise Advisors will not be and cannot be liable or otherwise responsible for any damage (including loss of data) to a user or a user’s computer, computer system, server, network, or other similar system that does or may result from the download of any material on or from our website.  Sunrise Advisors is not be liable for any direct or indirect damage arising from or connected with the use, inability to use, or delay or performance of our website.

External Links and Third Party Content
This website contains external links to third party content (which is content hosted on websites not affiliated with Sunrise Advisors).  The disclaimers and terms of use of these third party websites may differ from the disclaimers and Terms of Use of our website.  As such, Sunrise Advisors makes no representation whatsoever regarding any third party content or websites that may be accessible directly or indirectly from our website.  Linking to these third party websites in no way implies an endorsement or affiliation of any kind between Sunrise Advisors and any third party, including legal authorization to use any trademark, trade name, logo, or copyrighted materials belonging to the other entity.  For example, our website contains links to Charles Schwab & Co. and Fidelity Investments.  We are not affiliated with these companies, and we neither endorse nor recommend their reputation or services.  You acknowledge and agree that Sunrise Advisors is not and shall not be responsible or liable, directly or indirectly, for any damage or liability that is or may be caused by or in connection with the use of or reliance on the content of any third party website or the goods or services provided or available from any such third party.

Limitations of Liability
YOU EXPRESSLY UNDERSTAND AND AGREE THAT SUNRISE ADVISORS, INC. AND EACH OF ITS OWNERS, REGISTERED REPRESENTATIVES, AGENTS, AND EMPLOYEES SHALL NOT BE LIABLE FOR ANY DIRECT, INDIRECT, INCIDENTAL, SPECIAL, CONSEQUENTIAL, EXEMPLARY, OR PUNITIVE DAMAGES, OR ANY OTHER DAMAGES WHATSOEVER, INCLUDING DAMAGES FOR LOSS OF PROFITS, GOODWILL, USE, OR DATA, OR OTHER INTAGIBLE LOSSES (EVEN IF WE HAVE BEEN ADVISED OF THE POSSIBILITY OF SUCH DAMAGES OR LOSSES), ARISING OUT OF, OR RESULTING FROM, (A) THE USE OR INABILITY TO USE THIS WEBSITE; (B) THE USE OF ANY CONTENT OR OTHER INFORMATION ON THIS WEBSITE OR ANY WEBSITE OR WEBSITES LINKED TO THIS WEBSITE; (C) THE COST OF PROCUREMENT OF SUBSTITUTE GOODS AND SERVICES RESULTING FROM ANY GOODS, DATA, INFORMATION, OR SERVICES PURCHASED OR OBTAINED OR MESSAGES RECEIVED OR TRANSACTIONS ENTERED INTO THROUGH OR FROM THIS WEBSITE; (D) UNAUTHORIZED ACCESS TO OR ALTERATION OF YOUR TRANSMISSIONS OR DATA; (E) STATEMENTS OR CONDUCT OF ANY THIRD PARTY ON OUR WEBSITE; OR (F) ANY OTHER MATTER RELATING TO OUR WEBSITE.  NOTWITHSTANDING ANY OF THE FOREGOING, IN NO EVENT SHALL OUR AGGREGATE LIABILTIY TO YOU FOR ALL DAMAGES, LOSSES, AND CAUSES OF ACTION (WHETHER IN CONTRACT, TORT (INCLUDING NEGLIGENCE), OR OTHERWISE) EXCEED THE AMOUNT PAID BY YOU, IF ANY, FOR ACCESSING THIS WEBSITE.  IF YOU ARE DISSATISIFED WITH ANY PORTION OF OUR WEBSITE, OR WITH ANY PROVISION OF THIS AGREEMENT, YOUR SOLE AND EXCLUSIVE REMEDY IS THE DISCONTINUATION OF YOUR USE OF THIS WEBSITE.  IF ANY PORTION OF THIS LIMITATION OF LIABILITY IS FOUND TO BE INVALID, LIABILITY IS LIMITED TO THE FULLEST EXTENT PERMITTED BY APPLICABLE LAW.