Terms of Service
Last Updated: December 20, 2025
PLEASE READ THESE TERMS OF SERVICE (THE “TERMS” OR “AGREEMENT”) CAREFULLY. Intentional Asset Management LLC (together with its affiliates, “Intentional Asset Management,” “IAM,” “we,” “us,” or “our”) operates the website currently available at https://intentionalam.com (the “Website”) and the related services made available through the Website (collectively, the “Services”).
THESE TERMS SET FORTH THE LEGALLY BINDING TERMS AND CONDITIONS THAT GOVERN YOUR ACCESS TO AND USE OF THE WEBSITE AND SERVICES. BY ACCESSING OR USING THE WEBSITE OR SERVICES, YOU REPRESENT THAT (1) YOU HAVE READ, UNDERSTAND, AND AGREE TO BE BOUND BY THESE TERMS; (2) YOU ARE OF LEGAL AGE TO FORM A BINDING CONTRACT WITH IAM; AND (3) YOU HAVE THE AUTHORITY TO ENTER INTO THESE TERMS PERSONALLY OR ON BEHALF OF THE ORGANIZATION OR ENTITY YOU REPRESENT, AND TO BIND THAT ORGANIZATION OR ENTITY TO THESE TERMS. IF YOU DO NOT AGREE TO THESE TERMS, YOU MAY NOT ACCESS OR USE THE WEBSITE OR SERVICES.
SECTION 13 (ARBITRATION AGREEMENT) CONTAINS PROVISIONS THAT GOVERN HOW TO RESOLVE DISPUTES BETWEEN YOU AND IAM. AMONG OTHER THINGS, SECTION 13 INCLUDES AN AGREEMENT TO ARBITRATE THAT, WITH LIMITED EXCEPTIONS, REQUIRES DISPUTES TO BE RESOLVED BY BINDING ARBITRATION. SECTION 13 ALSO CONTAINS A CLASS ACTION AND JURY TRIAL WAIVER. PLEASE READ SECTION 13 CAREFULLY.
1. Overview of the Services
The Website and Services are provided for informational and general educational purposes.
No Offer / No Advice. Nothing on the Website or in the Services constitutes (a) investment, legal, tax, or accounting advice, (b) an offer to sell or the solicitation of an offer to buy any security, or (c) a recommendation, endorsement, or sponsorship of any security, investment strategy, or account type. Any forward-looking statements are inherently uncertain.
Client Relationship. Any investment advisory services by IAM are provided only pursuant to a separate written investment advisory agreement (a “Client Agreement”) between IAM and an eligible client. These Terms do not govern any provision of investment advice that IAM may provide to its clients under a Client Agreement.
Jurisdictional Limitations. IAM may only transact business in states or jurisdictions where it is properly registered, notice-filed, or otherwise exempt from registration, as applicable. The Website is not directed to any person in any jurisdiction where the availability of the Website or Services would be contrary to local law or regulation.
2. Limited License; Acceptable Use
2.1 Limited License
Subject to your compliance with these Terms, IAM grants you a limited, revocable, non-exclusive, non-transferable, non-sublicensable license to access and use the Website and Services for your personal use or internal business purposes.
2.2 Restrictions
As a condition of your use of the Website/Services, you agree you will not, and will not permit any third party to:
(a) license, sell, rent, lease, transfer, assign, distribute, host, or otherwise commercially exploit the Website/Services or any portion thereof except as expressly permitted by IAM in writing;
(b) copy, reproduce, republish, download, display, post, or transmit any portion of the Website/Services except as necessary for ordinary browsing, caching by your browser, or as expressly permitted by law;
(c) modify, translate, adapt, merge, create derivative works of, disassemble, decompile, reverse compile, or reverse engineer any part of the Website/Services, except to the extent such restriction is prohibited by applicable law;
(d) use any manual or automated means (including bots, scrapers, crawlers, spiders, or data mining tools) to access, scrape, or extract data from the Website/Services, except that IAM grants operators of public search engines a revocable permission to use spiders to copy publicly available materials solely for creating publicly available searchable indices (but not caches or archives);
(e) access the Website/Services to build a competing website, application, or service;
(f) interfere with, disrupt, degrade, or attempt to gain unauthorized access to the Website/Services, related systems, or networks;
(g) introduce malware, viruses, worms, logic bombs, or other harmful code; or
(h) remove or alter any copyright, trademark, or other proprietary notices contained on or in the Website/Services.
Any unauthorized use terminates the license granted under these Terms.
3. No Accounts; No User-Generated Content
The informational portions of the Website do not require user registration, do not provide user accounts, and do not permit users to post or upload user-generated content.
If you become a client under a Client Agreement, the terms governing your client relationship (including the handling of client information) are set forth in that Client Agreement and applicable disclosures, not in these Terms.
4. Privacy
IAM’s Privacy Policy describes how we collect, use, and disclose personal information in connection with the Website/Services and is incorporated by reference into these Terms.
Privacy Policy: available on the Website (or successor URL).
5. Third-Party Services and Links
The Website/Services may reference or link to third-party websites, content, products, or services (“Third-Party Services”). Third-Party Services are not under IAM’s control. IAM does not review, approve, or endorse Third-Party Services and is not responsible for them. Your use of Third-Party Services is at your own risk and subject to their terms and policies.
6. Intellectual Property; Ownership
Except as expressly stated in these Terms, IAM and its licensors own all right, title, and interest in and to the Website/Services, including all intellectual property rights. No rights are granted to you except the limited license in Section 2.1.
7. Indemnification
You agree to indemnify and hold harmless IAM, its parents, subsidiaries, affiliates, officers, employees, agents, partners, and licensors (collectively, the “IAM Parties”) from and against any losses, liabilities, claims, demands, damages, costs, and expenses (including reasonable attorneys’ fees) arising out of or relating to: (a) your access to or use of the Website/Services; (b) your violation of these Terms; or (c) your violation of any applicable law or the rights of any third party.
8. Disclaimer of Warranties
TO THE FULLEST EXTENT PERMITTED BY APPLICABLE LAW, THE WEBSITE AND SERVICES ARE PROVIDED ON AN “AS IS” AND “AS AVAILABLE” BASIS, WITH ALL FAULTS. THE IAM PARTIES DISCLAIM ALL WARRANTIES AND CONDITIONS OF ANY KIND, WHETHER EXPRESS OR IMPLIED, INCLUDING ANY IMPLIED WARRANTIES OF MERCHANTABILITY, FITNESS FOR A PARTICULAR PURPOSE, TITLE, AND NON-INFRINGEMENT.
IAM DOES NOT WARRANT THAT THE WEBSITE/SERVICES WILL BE UNINTERRUPTED, SECURE, ERROR-FREE, OR FREE OF HARMFUL COMPONENTS, OR THAT CONTENT WILL BE ACCURATE, COMPLETE, CURRENT, OR RELIABLE.
9. Limitation of Liability
TO THE FULLEST EXTENT PERMITTED BY APPLICABLE LAW, IN NO EVENT WILL THE IAM PARTIES BE LIABLE FOR ANY INDIRECT, INCIDENTAL, SPECIAL, CONSEQUENTIAL, EXEMPLARY, OR PUNITIVE DAMAGES, OR ANY LOSS OF PROFITS, REVENUE, DATA, USE, OR GOODWILL, ARISING OUT OF OR RELATING TO YOUR USE OF (OR INABILITY TO USE) THE WEBSITE/SERVICES, WHETHER BASED ON WARRANTY, CONTRACT, TORT (INCLUDING NEGLIGENCE), OR ANY OTHER LEGAL THEORY, EVEN IF IAM HAS BEEN ADVISED OF THE POSSIBILITY OF SUCH DAMAGES.
TO THE FULLEST EXTENT PERMITTED BY APPLICABLE LAW, THE TOTAL LIABILITY OF THE IAM PARTIES FOR ALL CLAIMS ARISING OUT OF OR RELATING TO THE WEBSITE/SERVICES WILL NOT EXCEED ONE HUNDRED DOLLARS (US $100).
NOTHING IN THESE TERMS LIMITS LIABILITY THAT CANNOT BE LIMITED UNDER APPLICABLE LAW, INCLUDING LIABILITY FOR FRAUD OR WILLFUL MISCONDUCT WHERE SUCH LIMITATION IS PROHIBITED.
10. Monitoring and Enforcement
IAM may monitor access to the Website/Services and may investigate suspected violations of these Terms. IAM may suspend, restrict, or terminate access to the Website/Services at any time, with or without notice, for any reason, including suspected violation of these Terms or applicable law.
11. Term and Termination
These Terms remain in effect while you use the Website/Services. IAM may terminate or suspend your access to the Website/Services at any time in its sole discretion, subject to applicable law. Sections that by their nature should survive termination will survive, including Sections 7–9 and Sections 13–15.
12. Changes to the Terms
IAM may update these Terms from time to time. When changes are made, IAM will post the updated Terms and revise the “Last Updated” date above. Your continued use of the Website/Services after the updated Terms are posted constitutes acceptance of the updated Terms.
13. Arbitration Agreement
Please read this section carefully. It affects your legal rights and requires arbitration of certain disputes and includes a class action waiver.
13.1 Applicability
Subject to the terms of this Arbitration Agreement, you and IAM agree that any dispute, claim, or controversy arising out of or relating to these Terms or your access to or use of the Website/Services (a “Dispute”) will be resolved by binding arbitration rather than in court, except that: (i) either party may bring qualifying claims in small claims court; and (ii) either party may seek equitable relief in court for infringement or misuse of intellectual property rights.
13.2 Informal Dispute Resolution
Before commencing arbitration, the parties agree to attempt in good faith to resolve a Dispute informally through a telephonic or videoconference meeting. The initiating party must provide written notice describing the Dispute and requested relief. The conference will occur within forty-five (45) days after receipt of the notice unless extended by mutual agreement. Statutes of limitation and deadlines are tolled during this informal process.
Notice to IAM must be sent to info@intentionalfunds.com or by mail to the address in Section 15.5.
13.3 Waiver of Jury Trial
YOU AND IAM WAIVE ANY RIGHT TO A TRIAL BY JURY OR TO HAVE DISPUTES RESOLVED IN COURT, EXCEPT AS PROVIDED IN SECTION 13.1.
13.4 Waiver of Class Actions
YOU AND IAM AGREE THAT DISPUTES WILL BE BROUGHT ONLY ON AN INDIVIDUAL BASIS AND NOT AS A CLASS, COLLECTIVE, REPRESENTATIVE, OR MASS ACTION. THE ARBITRATOR MAY AWARD RELIEF ONLY IN FAVOR OF THE INDIVIDUAL PARTY SEEKING RELIEF AND ONLY TO THE EXTENT NECESSARY TO RESOLVE THAT PARTY’S INDIVIDUAL CLAIM.
13.5 Rules and Forum
This Agreement involves interstate commerce and the Federal Arbitration Act governs this Arbitration Agreement. The arbitration will be administered by the American Arbitration Association (“AAA”) under its Consumer Arbitration Rules, as modified by these Terms. Unless the parties agree otherwise, arbitration will be conducted in the county where you reside. If the AAA is not available, the parties will select an alternative forum.
13.6 Arbitrator
The arbitrator will be a retired judge or an attorney licensed to practice law in the State of New York, selected in accordance with the AAA Rules.
13.7 Authority; Award
The arbitrator has authority to resolve the Dispute and to award remedies permitted by law and consistent with these Terms. The arbitrator will issue a written award. Judgment on the award may be entered in any court with jurisdiction.
13.8 Attorneys’ Fees and Costs
Each party bears its own attorneys’ fees and costs unless applicable law or the arbitrator provides otherwise.
13.9 Batch Arbitration
To increase efficiency, if one hundred (100) or more substantially similar arbitration demands are filed against IAM by or with the assistance of the same law firm, group of law firms, or organizations within a thirty (30) day period, the AAA shall administer the demands in batches of 100 per batch (and a final batch for any remainder), with one arbitrator per batch and one set of filing and administrative fees due per side per batch, as permitted by the AAA Rules and applicable law. This provision does not authorize class, collective, or mass arbitration.
13.10 30-Day Right to Opt Out
You may opt out of this Arbitration Agreement within thirty (30) days of first becoming subject to it by sending written notice to IAM at the address in Section 15.5. Your notice must include your name, address, any email used to communicate with IAM, and an unequivocal statement that you wish to opt out. Opting out affects only arbitration; the remaining Terms still apply.
13.11 Severability
Except as to Section 13.4 (class action waiver), if any portion of this Arbitration Agreement is held invalid or unenforceable, the remainder will remain in effect.
14. International Users
The Website/Services are controlled and operated from the United States. If you access the Website/Services from outside the United States, you do so at your own initiative and are responsible for compliance with local law.
15. General Provisions
15.1 Electronic Communications
By using the Website/Services, you consent to receive communications electronically. You agree that electronic communications satisfy legal requirements that communications be in writing.
15.2 Assignment
You may not assign these Terms without IAM’s prior written consent. IAM may assign these Terms without restriction.
15.3 Force Majeure
IAM is not liable for delays or failures due to causes beyond its reasonable control.
15.4 Severability
If any provision is held invalid or unenforceable, the remaining provisions will remain in full force and effect.
15.5 Contact Information
Intentional Asset Management
12 East 49th Street, 11th Floor
New York, NY 10017
Email: info@intentionalfunds.com
15.6 Entire Agreement
These Terms constitute the entire agreement between you and IAM regarding the Website/Services and supersede all prior or contemporaneous understandings on that subject matter.