Disclosure Information

Schulmerich & Associates, LLC is an SEC registered investment advisor located in Portland, Oregon.  Schulmerich & Associates, LLC and its representatives are in compliance with the current registration and notice filing requirements imposed upon SEC registered investment advisors by those states within which the firm maintains clients.  

Schulmerich & Associates, LLC, may only transact business in those states in which it is notice filed or in which it qualifies for an exemption or exclusion from notice filing requirements.  Website content is limited to the dissemination of general information regarding investment advisory services to United States residents residing in states where providing such information is not prohibited by applicable law.  Accordingly, the publication of website content should not be construed by any consumer and/or prospective client as a solicitation to effect or attempt to effect transactions in securities or the rendering of personalized investment advice for compensation over the Internet.  Users should consult with appropriate advisors before making investment decisions.  

Any subsequent direct communication by Schulmerich & Associates, LLC with a prospective client shall be conducted by a representative that is either registered or qualifies for an exemption or exclusion from registration in the state in which the prospective client resides.  For information pertaining to the registration status of Schulmerich & Associates, LLC, please contact the United States Securities and Exchange Commission on their website at http://www.adviserinfo.sec.gov/.  A copy of Schulmerich & Associates, LLC current Form ADV Part II is available here http://www.schulmerichandassoc.com/ADV.html .


Terms of Use

PLEASE READ THIS NOTICE CAREFULLY BEFORE USING THIS WEBSITE. 

Welcome to our website ("Site"). We maintain this Site to provide general information to our clients and other visitors. All use of this Site is subject to the following terms and conditions. We reserve the right to modify these terms and conditions at any time upon posting a revised version hereof. By accessing and browsing this Site, you agree to be bound by these terms and conditions, as revised from time to time. 

Copyright Notice. This Site, including all text, images, software and other content contained herein, and the compilation and arrangement thereof, is owned exclusively by us and/or our suppliers and is protected by copyright, trademark and other laws. All rights reserved. All trademarks appearing on this Site are the property of their respective owners. You may not use any such trademarks for any purpose whatsoever without the express prior written permission of the owner. 

Use of Site; Restrictions. You may view and print material displayed on this Site subject to the following conditions: (a) the materials may be used solely for your own, personal information and not for commercial use; and (b) you must retain all copyright, trademark and other proprietary notices affixed to or contained in the original materials on any copies thereof. You may not reproduce, frame, distribute, transmit, modify, alter, reverse engineer or prepare derivative works from this Site or any portion hereof. Use of spiders, robots and similar data gathering and extraction tools is expressly prohibited. Nothing contained herein shall be construed as conferring by implication, estoppel or otherwise any license or right under any copyright, patent, trademark or other proprietary interest of ours, our suppliers or any third party. Any rights not expressly granted herein are reserved. 

No Rendering of Advice. The information contained in or made available through this Site is provided for informational purposes only and should not be construed as rendering financial, tax, accounting, auditing, legal, consulting, investment or other professional advice of any kind. Your use of this Site does not give rise to a client, advisory, fiduciary or professional services relationship. You should consult with a professional advisor familiar with your particular situation before making any decision. 

Accuracy of Information. While we use reasonable efforts to furnish accurate and up-to-date information, we do not warrant that any information contained in or made available through this Site is accurate, complete, reliable, current or error-free. We assume no liability or responsibility for any errors or omissions in the content of this Site or such other materials or communications. 

Disclaimer of Warranties and Limitations of Liability. THIS SITE IS PROVIDED ON AN "AS IS" AND "AS AVAILABLE" BASIS. USE OF THIS SITE IS AT YOUR SOLE RISK. TO THE FULL EXTENT PERMISSIBLE BY APPLICABLE LAW, WE AND OUR SUPPLIERS DISCLAIM ALL WARRANTIES, WHETHER EXPRESS OR IMPLIED, INCLUDING, BUT NOT LIMITED TO, IMPLIED WARRANTIES OF MERCHANTABILITY, FITNESS FOR A PARTICULAR PURPOSE, TITLE AND NONINFRINGEMENT. WITHOUT LIMITING THE FOREGOING, WE MAKE NO REPRESENTATIONS OR WARRANTIES OF ANY KIND AS TO THE OPERATION OR AVAILABILITY OF THIS SITE OR THE INFORMATION, CONTENT, MATERIALS, PRODUCTS OR SERVICES INCLUDED ON OR MADE AVAILABLE THROUGH THIS SITE. WE DO NOT WARRANT THAT THIS SITE WILL BE UNINTERRUPTED OR SECURE, OR THAT THE SITE IS FREE OF VIRUSES OR OTHER HARMFUL COMPONENTS. 

NEITHER WE NOR OUR SUPPLIERS SHALL BE LIABLE FOR ANY DAMAGES OF ANY KIND ARISING FROM OR IN CONNECTION WITH THE USE OF THIS SITE, INCLUDING, BUT NOT LIMITED TO, DIRECT, INDIRECT, INCIDENTAL, SPECIAL, PUNITIVE AND CONSEQUENTIAL DAMAGES (INCLUDING, WITHOUT LIMITATION, LOSS OF PROFITS, GOODWILL, DATA OR USE), EVEN IF SUCH PARTIES HAVE BEEN ADVISED OF THE POSSIBILITY OF SUCH DAMAGES. THE FOREGOING LIMITATION SHALL APPLY REGARDLESS OF THE FORM OF ACTION AND WHETHER IN CONTRACT, BREACH OF WARRANTY, TORT, NEGLIGENCE, STRICT LIABILITY OR OTHERWISE. CERTAIN STATE LAWS DO NOT ALLOW LIMITATIONS ON IMPLIED WARRANTIES OR THE EXCLUSION OR LIMITATION OF CERTAIN DAMAGES. IF THESE LAWS APPLY TO YOU, YOU MIGHT HAVE ADDITIONAL RIGHTS. 

Links to Third Party Websites. For your convenience, this Site may provide hyperlinks to websites and servers maintained by third parties. We do not control, evaluate, endorse or guarantee content found in such sites. We do not assume any responsibility or liability for the actions, products, services and content of these sites or the parties that operate them. Your use of such sites is entirely at your own risk. 

Termination or Suspension of Access. We reserve the right to terminate, suspend or otherwise restrict your access to this Site, or any portion hereof, at any time for any reason whatsoever including, but not limited to, your violation of these terms and conditions or any inappropriate or unlawful behavior on your part. We shall not be liable to you or any third party for any such termination, suspension or restriction. 

Applicable Laws. This Site is maintained from within the State of Oregon, USA. We make no representation that this Site or any content on or accessed through this Site is appropriate or available for use in other jurisdictions. You are responsible for compliance with all local laws and regulations, as applicable. Use of this Site and any dispute arising therefrom shall be governed by the laws of the State of Oregon, USA, without regard to principles of conflict of laws. 

Modifications. We reserve the right to modify, suspend or discontinue this Site or any portion hereof at any time with or without notice. We shall not be liable to you or to any third party for any such modification, suspension or discontinuance. 

Miscellaneous. If there is a determination that any provision of these terms and conditions is invalid or unenforceable under applicable law, that determination will not affect the rest of these terms and conditions, and these terms and conditions shall be deemed amended to the minimum extent necessary to make them valid and enforceable. Our failure to exercise or enforce any right or provision of these terms and conditions shall not constitute a waiver of such right or provision. The section titles in these terms and conditions are for convenience only and have no legal or contractual effect. Our suppliers shall be deemed third party beneficiaries under these terms and conditions for purposes of enforcing their rights in their respective intellectual property. 

Privacy Statement

What information do we collect?  
We collect information from you when you fill out a form. When requesting information from our site, you may be asked to enter your name, email address, mailing address, or phone number. You may, however, visit our site anonymously. 
What do we use your information for?  
Your information, whether public or private, will not be sold, exchanged, transferred, or given to any other company for any reason whatsoever, without your consent, except for the express purpose of delivering the information requested. The email that you provide may be used to send you information, including company news, market updates, or product information. Note: If at any time you would like to unsubscribe from receiving future emails, we include detailed unsubscribe information at the bottom of each email. 
Do we use cookies?  
We do not use cookies. 
Do we disclose any information to outside parties?  
We do not sell, trade, or otherwise transfer to outside parties your personally identifiable information. This does not include trusted third parties that assist us in operating our website, conducting our business, or servicing you, so long as those parties agree to keep this information confidential. We may also release your information when we believe release is appropriate to comply with the law, enforce our site policies, or protect ours or others rights, property, or safety.  However, non-personally identifiable visitor information may be provided to others for marketing, advertising, or other uses. 
Third party links  
Occasionally, at our discretion, we may include or offer third party products or services on our website. These third party sites have separate and independent privacy policies. We therefore have no responsibility or liability for the content and activities of these linked sites. Nonetheless, we seek to protect the integrity of our site and welcome any feedback about these sites. 
California Online Privacy Protection Act Compliance 
Because we value your privacy we have taken the necessary precautions to be in compliance with the California Online Privacy Protection Act. We therefore will not distribute your personal information to outside parties without your consent. 
Childrens Online Privacy Protection Act Compliance 
We are in compliance with the requirements of COPPA (Childrens Online Privacy Protection Act), we do not collect any information from anyone under 13 years of age. Our website, products and services are all directed to people who are at least 13 years old or older. 
Online Privacy Policy Only 
This online privacy policy applies only to information collected through our website and not to information collected offline.
Terms and Conditions 
Please also visit our Terms and Conditions section establishing the use, disclaimers, and limitations of liability governing the use of our website at www.schulmerichandassoc.com. 
Your Consent 
By using our site, you consent to our privacy policy. 
Changes to our Privacy Policy 
If we decide to change our privacy policy, we will post those changes on this page. This policy was last modified on February 4, 2011 
Contacting Us 
If there are any questions regarding this privacy policy you may contact us using the information below. 

Schulmerich & Associates Asset Management, LLC
10260 SW Greenburg Rd. Suite 400
Portland, Oregon  97223
USA 
schulmerich@comcast.net 
503-672-7750
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