Disclaimer

No Investment Advice or Personalized Recommendations

Nothing provided by TA Capital Research LLC constitutes, or should be interpreted as, financial, investment, tax, legal, or accounting advice, nor should it be construed as a recommendation to buy, sell, or hold any security or investment product.

We do not provide individualized or tailored investment advice. All content is impersonal and not directed toward the specific investment needs or objectives of any individual, group, or entity. Our models reflect internal research models demonstrating how our analysis may be applied in the market and are provided solely as a research reference tool. References to our ‘portfolios’ reflect the firm’s internal research strategies and do not represent managed accounts or personalized investment recommendations.

All commentary, research, portfolio models, and alerts represent general market observations and analytical opinions, and should not be interpreted as individualized investment advice.

We strongly encourage all clients and readers to consult with a licensed financial advisor or investment professional before making any investment decisions.

No Professional Licensing or Advisory Services

TA Capital Research LLC is not registered as an investment advisor with the U.S. Securities and Exchange Commission or any state securities authority. We do not manage assets, execute trades, or act in a fiduciary capacity. Access to our content does not create any advisor-client relationship.

Any actions taken based on our publications are solely at your own discretion and risk.

Conflicts of Interest

TA Capital Research LLC, its principals, employees, and affiliates may hold positions in securities, sectors, or asset classes referenced in our research, alerts, or model portfolios, and may buy, sell, or otherwise trade such positions at any time, including before, during, or after the publication of related content. This may create an actual or perceived conflict of interest.

We are under no obligation to disclose specific positions and are not obligated to trade in accordance with our own published research or models.

Market Risk and Investment Responsibility

Investing in financial markets involves significant risk, including the risk of loss. Past performance of any strategy or model portfolio is not indicative of future performance.

Our model portfolios are for educational use only and are not designed to reflect the specific investment needs, financial situation, or risk tolerance of any client.

By using our services, you acknowledge that you alone are responsible for evaluating the risks and merits of any investment decision you make, and that TA Capital Research LLC is not liable for any outcomes.

No Guarantees

TA Capital Research LLC makes no express or implied guarantees regarding the accuracy, profitability, or reliability of any content provided. All information is subject to change without notice. We do not guarantee any specific results, returns, or outcomes.

Any performance information referenced represents historical model results and is provided for illustrative purposes only. Actual investment results may differ significantly depending on timing, execution, costs, and individual portfolio construction.

Limitation of Liability

To the fullest extent permitted by law, TA Capital Research LLC, its employees, affiliates, and contributors shall not be liable for any direct, indirect, incidental, special, or consequential damages arising from the use of our content or services.

Indemnification

By accessing our content, you agree to indemnify and hold harmless TA Capital Research LLC, its employees, affiliates, and agents from any claims, losses, damages, liabilities, or legal expenses arising from your use or reliance on our materials.

Intellectual Property and Permitted Use

All content provided by TA Capital Research LLC — including but not limited to research reports, model portfolios, alerts, charts, and commentary — is the proprietary property of TA Capital Research LLC and is protected by applicable copyright and intellectual property laws.

Content is licensed for the individual use of the subscribing client only and may not be reproduced, distributed, published, or shared with any third party without our prior written consent, except as expressly permitted under an Institutional plan.

Institutional clients are permitted to distribute and share content internally among authorized users within their own organization, consistent with the terms of their Institutional license. This internal distribution right does not extend to external sharing, publication, or redistribution outside the licensed organization.

Content Availability

We strive to provide consistent, timely content. However, delays or interruptions may occur due to personal emergencies, illness, technology outages, or external events. We do not guarantee uninterrupted access and are not responsible for disruptions in service.

Privacy

Outside of payment information you provide directly to our third-party payment processor, Stripe, at checkout, we collect your email address to communicate with you — including model activity, alerts, and other service-related updates. We do not sell or share your information with third parties beyond what is necessary to process payment and deliver our services. If you have questions about how your information is used, contact us at Contact@TACapitalResearch.com.

Refund and Cancellation Policy

All subscription payments are non-refundable once processed. Cancellation requests must be submitted at least 24 hours prior to the next billing cycle to avoid charges. Subscriptions remain active through the paid period after cancellation.

Changes to this Disclaimer

We reserve the right to modify this disclaimer at any time. Changes will be posted on this page, and it is your responsibility to review it periodically.

Contact Information

For any questions, please contact us at: Contact@TACapitalResearch.com