Terms of Use — Stanley-Laman Group

Last updated: October 1, 2026

1. Acceptance of these Terms

These Terms of Use govern your use of this website (the "Site"), which is published by The Stanley-Laman Group, Ltd. ("SLG," "we," "us" or "our"). By accessing or using the Site, you agree to these Terms. If you do not agree, please do not use the Site. Your use of the Site is also subject to our Privacy Policy (/privacy-policy/).

2. Information only

The content of the Site is provided for general information only. It is not an offer to sell, or a solicitation of an offer to buy, any security, and it is not investment, legal, tax or accounting advice. It does not take into account the objectives, financial situation or needs of any particular person. Please consult qualified legal, tax and financial professionals about your own circumstances before making any decision.

Interests in any private fund advised by SLG or its affiliates are not offered through the Site. Any such offer is made only to accredited investors, and solely on the basis of the fund's confidential private placement memorandum.

3. Jurisdictions

The Site is not intended for distribution to, or use by, any person in any jurisdiction where that distribution or use would be contrary to law or regulation, or would subject SLG or its affiliates to any registration or similar requirement there. SLG, its affiliated broker-dealer and their representatives may transact business in a jurisdiction only if they are first registered or notice-filed there, or are excluded or exempt from those requirements. Follow-up, individualized responses to persons in a jurisdiction that involve effecting or attempting to effect transactions in securities, or rendering personalized investment advice for compensation, will not be made without first complying with the applicable registration or notice-filing requirements, or with an applicable exemption or exclusion.

4. No client relationship

SLG does not treat visitors as clients by virtue of their use of the Site. A client relationship with SLG is established only by a written investment advisory agreement with SLG.

5. Regulatory status and disclosure documents

SLG is an investment adviser registered with the U.S. Securities and Exchange Commission. Registration does not imply any level of skill or training. Our Form CRS (Client Relationship Summary) (/documents/combined-adv-part-3.pdf) and our Form ADV Part 2B brochure supplement (/documents/adv-part-2b-brochure-supplement.pdf) are available on this Site. Our Form ADV, including our Part 2A brochure, and other information about SLG are available on the SEC's Investment Adviser Public Disclosure website (https://adviserinfo.sec.gov/firm/summary/112112). Information about our affiliated broker-dealer, Stanley Laman Group Securities, LLC, is available on FINRA's BrokerCheck (https://brokercheck.finra.org/firm/summary/126160). Further important disclosures appear on our Disclosures page (/disclosures/).

6. Forward-looking statements and past performance

Some content on the Site may contain forward-looking statements, including views, estimates and expectations about markets and economic conditions. Such statements are subject to risks and uncertainties, actual results may differ materially, and they speak only as of the date on which they were made.

Past performance is not indicative of future results. All investing involves risk, including the possible loss of principal.

7. Third-party websites and services

The Site contains links to websites and services operated by others, including the client account portals listed on the Site, social media platforms and the publishing platform linked from the Site. These links are provided for convenience only. We do not control, endorse or take responsibility for the content, products, services or privacy practices of those websites, and you use them at your own risk. Your use of them is governed by their own terms and policies.

8. Social media

Content on SLG's pages on social media platforms is provided for information only, on the same basis as section 2, and each platform's own terms also apply. We do not control content that other people post on or link from those pages; it does not reflect the views of SLG, and SLG does not adopt or endorse it.

9. Intellectual property and trademarks

The Site and its content, including text, images, logos and design, are owned by or licensed to SLG and are protected by copyright, trademark and other intellectual property laws. You may view and print pages for your own personal, non-commercial use, provided you keep all copyright and other notices intact. You may not otherwise copy, reproduce, distribute, modify or create derivative works from any content without our prior written consent.

Other names and marks that appear on the Site belong to their respective owners.

10. Acceptable use

You agree not to: (a) use the Site for any unlawful purpose or in breach of these Terms; (b) attempt to gain unauthorized access to the Site, its systems, or any account or portal linked from it; (c) interfere with the Site's operation, impose an unreasonable load on it, or introduce viruses or other harmful code; (d) use any robot, scraper or other automated means to access or copy the Site's content, except as permitted in the next paragraph; (e) use the Site's content to train, fine-tune or otherwise develop any artificial-intelligence or machine-learning model, or to compile a dataset for that purpose, without our prior written consent; or (f) frame or mirror the Site.

Search engines and AI search or answer services may crawl and index the Site, retrieve its pages, and display brief excerpts with a link back to the Site, in accordance with the Site's robots.txt file. This permission does not extend to the uses described in (e).

11. Electronic communications

E-mail and other electronic communications sent over the internet may not be secure and may be intercepted. We cannot guarantee their confidentiality and are not responsible for any loss arising from their interception. You agree not to use e-mail, text message, social media or any other electronic message to give us instructions to buy or sell securities, to transfer funds, or any other instruction affecting an account.

12. Disclaimer of warranties

The Site and its content are provided "as is" and "as available," without warranties of any kind, express or implied, including warranties of accuracy, completeness, timeliness, merchantability, fitness for a particular purpose or non-infringement. The information on the Site is believed to be accurate but is not guaranteed, and it may change without notice. We do not warrant that the Site will be uninterrupted, secure, or free of errors or viruses.

13. Limitation of liability

To the fullest extent permitted by law, SLG, its affiliates, and their officers, directors, employees and agents will not be liable for any indirect, incidental, special or consequential damages arising from the operation of the Site, including its availability or any interruption of it, errors or delays in transmission, viruses or other harmful components, and the content of third-party websites linked from the Site. Some jurisdictions do not allow the exclusion or limitation of certain damages, so some of these limitations may not apply to you.

Nothing in these Terms limits any obligation that SLG or its affiliates owe under an advisory or brokerage agreement, or any right you have under the federal or state securities laws, the rules of FINRA or any other law that cannot be waived.

14. Indemnity

You agree to indemnify and hold harmless SLG, its affiliates, and their officers, directors, employees and agents from claims brought by third parties, and the resulting losses and reasonable legal fees, arising from your unlawful use of the Site or your breach of section 9 (Intellectual property and trademarks) or section 10 (Acceptable use). This section does not apply to any claim concerning the services of SLG or its affiliates.

15. Suspension of access

We may suspend, restrict or end access to all or part of the Site at any time, with or without notice, including if we believe you have breached these Terms. Doing so does not affect any right or obligation under an agreement you have with SLG or its affiliates.

16. Governing law

These Terms are governed by the laws of the Commonwealth of Pennsylvania, without regard to its conflict-of-laws rules. You agree to the jurisdiction of the Court of Common Pleas of Chester County, Pennsylvania, and the United States District Court for the Eastern District of Pennsylvania for any dispute arising out of these Terms or your use of the Site.

17. Changes to these Terms

We may change these Terms, and the Site, at any time without prior notice. Changes take effect when they are posted on this page with a revised "Last updated" date. Your continued use of the Site after a change means that you accept the revised Terms.

18. General

These Terms, together with the policies they refer to, are the entire agreement between you and SLG about your use of the Site. They do not replace or amend any advisory, brokerage or other agreement you have with SLG or its affiliates, and that agreement governs if it conflicts with these Terms. If any provision of these Terms is held invalid or unenforceable, the remaining provisions stay in effect. Our failure to enforce any provision is not a waiver of it.

19. Contact

If you have questions about these Terms or the Site, please contact us:

The Stanley-Laman Group, Ltd.

1235 Westlakes Drive, Suite 295

Berwyn, PA 19312

Email: info@stanleylaman.com

Phone: 610-993-9100