1. Not a Broker-Dealer or Investment Adviser

LadderStone is not registered as a broker-dealer, investment adviser, or futures commission merchant. Any brokerage or execution services referenced or implied are exclusively conducted by our partner, JonesTrading Institutional Services LLC, a registered broker-dealer and member of FINRA/SIPC. LadderStone acts solely in a consulting and advisory capacity, and does not execute securities transactions or provide investment advice.

2. Forward-Looking Statements (Safe Harbour)

This website and LadderStone communications may contain “forward-looking statements” within the meaning of applicable securities laws. These statements involve known and unknown risks, uncertainties, and other factors that could cause actual results to differ materially from those expressed or implied. LadderStone disclaims any duty to update or revise forward-looking statements to reflect changes in assumptions or circumstances, or actual results.

3. Digital Assets and Cryptocurrency Risks

Investments or activities involving digital assets, cryptocurrencies, and blockchain technology are highly speculative and involve substantial risk of loss, including loss of principal invested. LadderStone makes no warranties or guarantees regarding the future performance of digital assets. Past performance is not indicative of future results. Clients and investors should consult financial, legal, and tax advisors to understand fully the risks and suitability of any digital asset involvement.

4. No Fiduciary Relationship

Your use of LadderStone’s website or receipt of information from LadderStone does not create a fiduciary relationship, client relationship, or professional engagement unless explicitly agreed upon in writing through a formal engagement letter or client agreement.

5. Compliance with Local Laws

This website is controlled and operated from the United States. LadderStone makes no representations regarding the legality or appropriateness of accessing or using the site or materials outside of the United States. Users who choose to access the website from other jurisdictions do so at their own risk and are responsible for compliance with local laws.

6. Third-Party Content Disclaimer

Links to third-party websites or resources are provided solely for your convenience. LadderStone is not responsible for the content, accuracy, or opinions expressed in these third-party websites, and inclusion of any link does not imply approval or endorsement by LadderStone.

7. Regulatory Contact Information

For any regulatory compliance inquiries, please contact our compliance team at [email protected] or via mail at:

LadderStone Compliance
207 Calle del Parque
Piso 1
San Juan, PR 00912
Phone: +1-305-239-2237