Terms of use

This website describes our firm and publishes educational content about family office services, investing, tax, and estate topics. Everything on it is general information, prepared without knowledge of any reader's circumstances.

Nothing on this site is investment, legal, tax, or accounting advice, and nothing on it is an offer to sell or a solicitation to buy any security or investment product. Advice happens inside an advisory relationship, under a written agreement, after we know your situation.

Reading this site, submitting the contact form, or corresponding with us does not make you a client of Yale Capital and does not create an advisory or fiduciary relationship. An advisory relationship begins only when both parties sign a written advisory agreement. Until then, please do not send us confidential financial information through this website.

Yale Capital Corp is an investment adviser registered with the U.S. Securities and Exchange Commission. Registration does not imply a certain level of skill or training, and it is not an endorsement by the SEC. Our Form ADV, which describes our services, fees, and business practices, is available on the SEC's Investment Adviser Public Disclosure site and from us on request.

The information on this site is intended for residents of the United States. We provide advisory services only in jurisdictions where we are registered or exempt from registration. Nothing on this site is directed at any person in any jurisdiction where publishing or making it available would be contrary to law.

We prepare the content on this site from sources we believe reliable, we cite those sources, and we date our articles. Even so, information changes: tax law in particular. We provide the site and its content "as is," without warranties of any kind, and we do not undertake to update any article in real time. Confirm anything that matters to a decision with your own advisors, or with us inside an engagement.

Any discussion of investment strategies or market history on this site describes the past. Past performance does not guarantee future results, and no content on this site predicts or promises the performance of any investment.

Yale Capital owns this site and its content, including text, graphics, and the Yale Capital name and logo, except where content is credited to another source. You may view, download, and print pages for personal, non-commercial use. Republishing, redistributing, or using the content commercially requires our written permission; quoting brief passages with a link and attribution is welcome.

This site links to websites we do not control, including our custodian's client portal, regulatory databases, and the sources our articles cite. We provide those links for convenience, we do not endorse those sites, and we are not responsible for their content, availability, or practices. Custody arrangements are described on our Disclosures page.

To the fullest extent the law allows, Yale Capital and its officers and employees are not liable for damages arising from your use of this site or your reliance on its content, including indirect or consequential damages. Some jurisdictions do not allow certain limitations, so parts of this section may not apply to you.

Our Privacy Policy describes what information this site collects and how we use it, and forms part of these terms.

These terms are governed by the laws of the State of Florida, without regard to conflict-of-law rules, and any dispute relating to this website belongs in the state or federal courts located in Pinellas County, Florida.

We may revise these terms, and the revised version takes effect when posted here with a new effective date. Your use of the site after a change means you accept the revised terms.

Yale Capital Corp. 6475 1st Ave South, St. Petersburg, FL 33707 · (727) 823-0006 · info@yalecapitalcorp.com