Additional, more detailed disclosures related to the investment advisory services described on this website are provided on the U.S. Securities and Exchange Commission website at www.advisorinfo.sec.gov.
No Offer to Provide Services or Recommendations to Transact in Securities
Stewart & Patten Co., LLC (“Advisor”) is an SEC registered investment advisor located in the State of California. This website is limited to the dissemination of general information pertaining to Advisor’s investment advisory services. Nothing on this website should be construed as a solicitation or offer, or recommendations to buy or sell any security, or as an offer to provide advisory services in any jurisdiction in which such solicitation or offer would be unlawful under the securities laws of such jurisdiction.
There are risks associated with investing in all types of securities. Investing in stocks, bonds, exchange traded funds, mutual funds, and money market funds involve risk of loss. Loss of principal is possible. Some high risk investments may use leverage, which will accentuate gains & losses. Foreign investing involves special risks, including a greater volatility and political, economic and currency risks and differences in accounting methods. A security’s or an advisory firm’s past investment performance is not a guarantee or predictor of future investment performance.
Limit on Advisor’s Liability
While Advisor strives to ensure that the information contained in this website is accurate, the website is provided on an “as-is” basis without warranties of any kind. Advisor expressly disclaims all warranties, including the warranty of merchantability, non-infringement of third parties’ rights, and the warranty of fitness for particular purpose. Advisor makes no warranties about the accuracy, reliability, completeness, or timeliness of the material, services, software, text, graphics, videos, or links contained in the firm’s website. Updates to the website may be made by Advisor at any time.
Anti-Money Laundering Due Diligence
Federal law requires investment advisors to conduct anti-money laundering due diligence to verify that no client, no principal of a client, and no beneficial owner of an investment account nor any individual investor receiving services from Advisor is identified by the U. S. Treasury’s Office of Foreign Asset Control (“OFAC”) as a “terrorist”, “specially designated national” or other “blocked person”. Consequently, all clients, account holders and beneficial owners receiving services from Advisor are subject to identity verification and screening by Advisor and by the custodian of the investment accounts to verify identity and OFAC status.