Terms of Use


Please read this entire page before using this website and any and all documents and materials presented herein (collectively, the “Website”), as it explains certain restrictions on the distribution of this information. By entering this Website, you are indicating your acceptance of and agreement to abide by these terms of use (“Terms of Use”) and any other terms, conditions, and notices contained herein, including any legal or regulatory restrictions, use and disclosure of your personal data as set out in the Privacy Policy referred to below. Rotella Capital Management, Inc. (“Rotella”) may modify or discontinue all or any portion of the Website or any feature made available thereby at any time without prior notice.

No Offer

The Website provides general information only and describes certain methodologies and approaches that are employed in investment strategies and services provided by Rotella. This information does not constitute an offer to sell or the solicitation of an offer to buy any security, futures, or options contract, or other investment strategy, product, or service. This information is not intended to provide investment, financial, or tax advice and should not be relied upon as such. Investment strategies and services may not be suitable for all persons or available in all jurisdictions. You should make investment decisions based upon specific investment objectives and the advice of any independent adviser you believe necessary. Services provided through portals or applications should be evaluated using all applicable information and materials.

Investments Materials Should be Consulted in Their Entirety

Investing is speculative and involve substantial risks, including the risk of loss of the entire investment. No guarantee or representation is made that any service will achieve its investment objective. Past performance is not indicative of future results. You should review the additional Disclosures about investing that are provided on this Website.

Investments in services are to be made solely on the terms of the relevant investment agreement. Prospective investors should consider all of the risks of a service and should therefore carefully review the description of material risks disclosed in the agreements and investor materials, before deciding to invest. All materials at the Website are meant to be reviewed in their entirety, including any footnotes, legal disclaimers, restrictions, or disclosures, and any copyright or proprietary notices. You should contact Rotella for additional information as advisory services described on this Website may not be suitable for all persons or available in all jurisdictions.

Access Subject to Local Regulation

The Website is not intended for distribution to, or use within, any jurisdiction, or use by any person, where such distribution or use would constitute a violation of law or regulation or would subject Rotella to any additional registration requirement within such jurisdiction. Rotella is not required to make available or to continue to make available the Website to residents of any non-U.S. jurisdiction where Rotella determines that furnishing the Website might be unlawful under local regulation. It is your responsibility to be aware of and to observe all applicable laws and regulations of the jurisdiction where services are authorized to be offered or sold.

Intellectual Property

This Website is protected by copyright, trademark and other forms of proprietary rights. All information and content is owned or controlled by Rotella or the party credited as the provider of the content. Except as specifically permitted herein, nothing contained in these Terms of Use or the Website itself grants or will be construed to grant to you or any third party any title or interest in, or any license or right to use or reproduce, any image, text, software, code, trademark, logo, or service mark contained in the Website, including without limitation the name or logo of Rotella. Rotella reserves, and will enforce to the fullest extent possible, all rights that it may have with respect to copyright and trademark ownership of all material contained in the Website.

You may not modify, distribute, transmit, perform, reproduce, publish, license, create derivative works from, transfer, or sell any text, graphics, logos, and other source-identifying symbols, designs, icons, images, or other information, software, or code obtained from the Website without Rotella’s express written consent.

Password-Protected Areas

Portions of the Website are password-protected and are accessible only to those who have been issued passwords by Rotella. Passwords are issued only to current or to prospective clients or investors who have demonstrated to Rotella’s satisfaction that they are eligible to receive the information on the password-protected portions of the Website. By accessing the Website, you agree not to provide your password to any other person and not to redistribute any of the contents of the Website to any other person. Rotella may revoke a user’s password at any time in its sole discretion.

You should understand that you shall be solely responsible for the use or misuse of all data, information, and services obtained from, and transmitted through, the Website. You agree to notify Rotella if the Website is accessed in violation of these Terms of Use, or if you desire to modify or eliminate your ability to use or access the Website, and Rotella shall assume no liability for your failure to do so. Password-protected portions of the Website may contain performance return information. Website users acknowledge that past performance is not necessarily indicative of future results.

Third Party Websites

The use of this Website is at your own risk. Rotella is not responsible for the content of any third party sites linked to this Website and disclaims liability that may arise from the use of or reliance on any information, materials, products or services offered or controlled by such third party sites. Rotella is not responsible for the privacy practices of such other websites, which may provide less security than the Website. Your use of any third party site pages or other websites is at your own risk. Rotella’s inclusion of links to other websites does not imply any endorsement of the material located on or linked to by such websites.

No Warranty

Rotella makes no representations or warranties, express or implied, regarding the accuracy, reliability, completeness, suitability, or other characteristics of the information and materials contained on or presented through the Website. Any content is subject to change without notice. All information and materials are provided “as is,” without warranty of any kind. Rotella further fully disclaims all warranties and conditions with regard to such information and materials, including all implied warranties and conditions of merchantability, fitness for a particular purpose, title, non-infringement, and availability.

No information on this Website constitutes business, financial, investment, trading, tax, legal, regulatory, accounting or any other advice. If you are unsure about the meaning of any information provided, please consult your financial or other professional adviser.

No Liability

In no event shall Rotella be liable for any claims, liabilities, losses, costs or damages, including (i) direct, indirect, punitive, incidental, special or consequential damages or (ii) loss of profit , business, business opportunity or business interruption or loss of data, arising out of or in any way connected with (a) delay in operation or transmission, error, omission or interruption of the Website; (b) defect or failure of any computer facilities, hardware or software; (c) computer virus or any theft, alteration, destruction or unauthorized access to or use of information; (d) any information and materials obtained through the Website, including any links to third party content; or (e) otherwise arising out of the use of the Website, whether based on theories arising in contract, tort, strict liability, negligence or otherwise. These limitations apply even if Rotella has been advised of the possibility of claims, liabilities, losses, costs or damages or could have foreseen them.


This Website and its services and applications use “cookies,” to collect information about you, such as your IP address, browser type, language, operating system, computer platform, and the state or country from which you accessed this Website and mobile application. Rotella may also use cookies to collect and compile statistical and other information about your use of this Website and the services provided, such as the web pages visited, the date and the time of your visit, the functions you use, the databases you view and the searches you request, the data you save on or download, etc. As is true of many websites, Rotella gathers certain information automatically from the Website and stores it in log files for a period of time in accordance with applicable regulations.

Rotella may also place or recognize unique cookies on your computer in order to use Rotella services or information. A cookie is a small text file placed on your computer or other device. Most browsers are set to accept cookies by default. If you prefer, you can usually set your browser to disable cookies, or to alert you when cookies are being sent; however, you should note that certain services, available through this Website, will not function properly if you disable cookies.

At this time, Rotella uses only “Absolutely Necessary Cookies.” These cookies are essential to enable you to move around a website and use its features. Without these cookies, services you have requested cannot be provided.

By using the Website, you consent to the collection and use of information summarized herein, as well as the use of cookies for the purposes noted above. Additional information may be found in Rotella’s Privacy Policy as described below.

Privacy Policy

Your name, email address and other personal details will be processed in accordance with Rotella’s Privacy Policy. You are required to read and accept the terms of our Privacy Policy before you are able to access our Website.

Additional Information

All investments involve risks. Past performance is not necessarily indicative of future results. The potential for profit is accompanied by the risk of loss.

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