Disclosures

Effective date: July 21, 2026

The following disclosures apply to the websites, applications, and other Services made available by Chapin Holdings, LLC (“Chapin Holdings,” “we,” “us,” “our”). They are provided for general informational purposes and should be read together with our Terms of Use and Privacy Policy.

General information only

Content provided through our Services is for general informational purposes only and is not intended as, and should not be relied upon as, investment, legal, accounting, tax, or other professional advice. You should consult your own advisers before making any decision. Information may be general in nature and may not apply to your specific circumstances.

No offer or solicitation

Nothing in our Services constitutes an offer to sell, or a solicitation of an offer to buy, any security, investment product, or interest in any fund or vehicle, in any jurisdiction where such an offer or solicitation would be unlawful. Any such offer, if made, would be made only through definitive offering or transaction documents provided to eligible parties and would be subject to the terms of those documents.

No advisory relationship

Use of our Services does not create any advisory, fiduciary, or professional relationship between you and Chapin Holdings. References to strategies, focus areas, or business activities describe Chapin Holdings and its perspective generally and are not recommendations or advice directed to you.

Forward-looking statements

Our Services may contain forward-looking statements regarding strategy, objectives, expectations, or market views. These statements reflect current perspectives, involve risks and uncertainties, and are subject to change without notice. Actual outcomes may differ materially, and we undertake no obligation to update forward-looking statements.

Risk

All investing and business activity involves risk, including the possible loss of principal. Past performance is not indicative of future results, and there is no guarantee that any objective, strategy, or outcome described in our Services will be achieved.

Applications and products

Software applications and other products we publish are provided on the terms made available with them and, where applicable, through the relevant app store or platform. Descriptions of features and functionality are subject to change, and availability may vary by region, device, or platform.

Third-party information

Our Services may include information obtained from third-party sources believed to be reliable. We do not independently verify all such information and make no representation as to its accuracy or completeness. References or links to third parties do not constitute an endorsement.

Restricted access offerings

Certain areas, materials, or offerings may be available only to authorized or eligible persons. Access credentials, where provided, are issued directly by us, and access does not itself constitute an offer, recommendation, or advice.

Changes

We may update these disclosures from time to time. The current version will be posted on this page with a revised effective date.

Contact

Questions about these disclosures? Contact us.