Terms & Conditions

By accessing or using this website you agree to these Terms and Conditions and to our Privacy Policy. If you do not agree, please do not use the site.

This site describes the advisory and consulting services of Daniel Chase Advisory and provides company information, past performance summaries, research, and contact channels. Content is provided for general informational purposes and may change without notice.

All content on this site, including text, graphics, logos, the Daniel Chase Advisory monogram and wordmark, brand assets, page design, methodologies, frameworks, and downloadable documents, is owned by Daniel Chase Advisory or its licensors and is protected by intellectual property law. You may view, download, and print materials for your own internal, non-commercial evaluation and procurement purposes. Any other use, including reproduction, republication, modification, or distribution, requires our prior written permission. Client names and marks referenced in past performance content remain the property of their owners.

The Advisory Hub is a restricted area intended for active Daniel Chase Advisory partners. Access credentials are issued to a specific individual or organization and may not be shared, published, or transferred. Materials in the Hub are confidential and provided for the recipient's internal use only. We may suspend or revoke access at any time.

• Do not attempt to gain unauthorized access to any part of the site or its underlying systems.
• Do not submit unlawful, misleading, infringing, or malicious content through our forms.
• Do not scrape, harvest, or automate submissions, or interfere with site availability.
• Do not use our brand assets or content to imply an endorsement, partnership, or teaming relationship that does not exist.

Information on this site is general in nature and is not legal, accounting, procurement, compliance, or other professional advice, and no advisory relationship is created by using the site or submitting a form. Engagements are governed solely by a signed written agreement or contract vehicle.

The site and its content are provided "as is" and "as available." To the fullest extent permitted by law, we disclaim all warranties, express or implied, including merchantability, fitness for a particular purpose, and non-infringement. We do not warrant that the site will be uninterrupted, error free, or free of harmful components.

To the fullest extent permitted by law, Daniel Chase Advisory and its personnel will not be liable for any indirect, incidental, special, consequential, or punitive damages, or for lost profits, revenue, data, or business opportunity, arising from your use of this site, even if advised of the possibility. Nothing here limits liability that cannot be limited under applicable law.

Links to third-party sites are provided for convenience. We do not control and are not responsible for their content, security, or practices.

These terms are governed by the laws of the State of New York, without regard to conflict of law principles. Any dispute will be brought in the state or federal courts located in New York, and you consent to their jurisdiction. Where a government entity's own contracting law applies to an engagement, that agreement controls.

We may revise these terms at any time. Continued use of the site after an update constitutes acceptance of the revised terms.

Questions about these terms: report@danielchaseadvisory.com or our contact form.