Effective Date: 19/11/2025
Welcome to the website of Charlotte Nanette Williams, Investment Advisory Services (“the Firm,” “we,” “us”). These Terms of Use govern your access to and use of our website, including any content, functionality, and services offered on or through the website. By accessing, browsing, or using this website, you agree to be bound by these Terms of Use and all applicable laws and regulations.
1. Use of Website Content
A. Informational Purpose Only
The content provided on this website is for informational purposes only. It is not intended to be, and should not be construed as, investment, financial, legal, or tax advice. No client relationship is created simply by using this website.
B. No Offer or Solicitation
Nothing on this website should be construed as an offer to sell or a solicitation of an offer to buy any security or investment product. We only provide investment advisory services pursuant to a written investment advisory agreement, executed in compliance with applicable laws and regulations.
C. Limitations on Services
Charlotte Nanette Williams is licensed to serve clients in 46 US states. The services described on this website are not available in all jurisdictions. Nothing in this document or on this website constitutes a representation that the products or services described are suitable or appropriate for you.
2. Copyright and Intellectual Property
A. Ownership
All content on this website, including but not limited to text, graphics, logos, images, blog posts, and the compilation thereof, is the property of Charlotte Nanette Williams or its content suppliers and is protected by copyright and other intellectual property laws.
B. Limited License
You are granted a limited, non-exclusive, non-transferable license to view, copy, and print the materials on this website solely for your personal, non-commercial use, provided that you do not modify the materials and that you retain all copyright and other proprietary notices contained in the materials.
3. Disclaimers and Limitation of Liability
A. No Warranty
The information, content, and materials on this website are provided “as is.” We make no representations or warranties of any kind, express or implied, as to the operation of the website or the information, content, or materials included on this site.
B. Investment Risk
All investing involves risk, including the potential loss of principal. Past performance is no guarantee of future results. The value of investments can fluctuate, and you may lose money.
C. Limitation of Liability
Charlotte Nanette Williams will not be liable for any damages of any kind arising from the use of this website, including, but not limited to direct, indirect, incidental, punitive, and consequential damages, even if we have been advised of the possibility of such damages.
4. Third-Party Links
This website may contain links to third-party websites or services that are not owned or controlled by Charlotte Nanette Williams. These links are provided solely as a convenience. We have no control over, and assume no responsibility for, the content, privacy policies, or practices of any third-party websites or services. We encourage you to read the terms and conditions and privacy policies of any third-party website you visit.
5. Modifications to Terms
We reserve the right, at our sole discretion, to modify or replace these Terms of Use at any time. We will indicate the date of the most recent revision at the top of this page. Your continued use of the website following the posting of any changes constitutes acceptance of those changes.
6. Governing Law
These Terms of Use and your use of this website shall be governed by the laws of the State of Oklahoma without regard to its conflict of law provisions.
