Last Updated: October 22, 2025

1. Agreement to Terms

This website (the "Site") is owned and operated by Ace Capital ("we," "us," or "our"). These Terms of Service ("Terms") constitute a legally binding agreement governing your access to our Site and your engagement with our investment advisory services. By using the Site or becoming a client, you acknowledge that you have read, understood, and agree to be bound by these Terms.

2. Investment Advisory Services

Ace Capital provides discretionary and non-discretionary investment management services. Our services include portfolio construction, asset allocation, and ongoing monitoring based on our proprietary strategies.

  • Advisory Agreement: The specific details of our advisory relationship, including the scope of services, investment strategy, advisory fees, and client suitability, will be detailed in a separate Advisory Agreement. This document will be provided to you before you become a client.
  • No Guarantee of Performance: All investments involve risk, including the possible loss of principal. Past performance is not indicative of future results. Ace Capital does not guarantee any specific level of performance or the success of any investment strategy.

3. Client Suitability and Responsibilities

To provide effective and compliant advisory services, we rely on the accuracy of the information you provide.

  • Accurate Information: You agree to provide accurate and complete information regarding your financial situation, investment objectives, and risk tolerance during the onboarding process and to promptly update us of any material changes.
  • Risk Acknowledgment: You acknowledge that you have read and understood the risks associated with investing in securities, including market risk, interest rate risk, and credit risk, as will be further detailed in our Form ADV and other disclosure documents.

4. Intellectual Property

All content and materials on this Site and provided as part of our advisory services are the intellectual property of Ace Capital.

  • Proprietary Materials: All market commentary, research reports, trade methodologies, and proprietary software (including our 'Nexus' platform) are the exclusive intellectual property of Ace Capital. These materials are provided for your personal, informational use only and may not be shared, distributed, or reproduced without our explicit written consent.
  • Use of Our Name and Logo: You may not use the "Ace Capital" name, logo, or any of our trademarks for any purpose without our prior written permission.

5. Disclaimers and Limitation of Liability

THE CONTENT ON THIS SITE IS PROVIDED FOR INFORMATIONAL PURPOSES ONLY AND DOES NOT CONSTITUTE A SOLICITATION OR OFFER TO SELL SECURITIES OR INVESTMENT ADVISORY SERVICES. TO THE FULLEST EXTENT PERMITTED BY LAW, ACE CAPITAL SHALL NOT BE LIABLE FOR ANY INDIRECT, INCIDENTAL, OR CONSEQUENTIAL DAMAGES ARISING FROM YOUR USE OF THIS SITE OR OUR SERVICES. OUR TOTAL LIABILITY IN ANY MATTER ARISING OUT OF OR RELATED TO THE ADVISORY AGREEMENT IS LIMITED TO THE TOTAL ADVISORY FEES PAID BY YOU FOR THE PERIOD IN QUESTION.

6. Changes to These Terms

We reserve the right, at our sole discretion, to modify or replace these Terms at any time. We will provide notice by updating the "Last Updated" date at the top of this page. Your continued use of the Site or our services after any such changes constitutes your acceptance of the new Terms.

7. Governing Law

These Terms shall be governed by and construed in accordance with the laws of the State of New York, without regard to its conflict of law provisions.