By using this site for file transfer (the “Site”), you (“User”) acknowledge and agree to the following:
The Site is maintained and operated by a third-party vendor, Citrix Systems, Inc. (the “Vendor”), a company that is not affiliated with Ingalls & Snyder, LLC (“Ingalls”). While Ingalls has selected the Vendor based on its belief that the Vendor has commercially reasonable safeguards designed to (i) ensure the security and confidentiality of any non-public information (“Information”) transmitted using the Site, (ii) protect against any anticipated threats or hazards to the security or integrity of Information transmitted using the Site and (iii) protect against unauthorized access to, or use of, Information transmitted using the Site, Ingalls does not exercise any control over the Vendor’s systems and cannot guarantee the privacy and security of any information you choose to transmit using the Site.
Access to the Site is granted by Ingalls so that you may utilize the Service for your convenience at your sole discretion. Ingalls has no liability for any loss, claim, or other damage that results from unauthorized access to any Information transmitted using the Site. User is solely responsible for the security of Information stored locally on the User’s computer or device as well as any email account User may use to receive and send links to the Site to transmit or receive documents.
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Investment Advisory and Broker-Dealer Services
The majority of our private clients retain us under investment advisory agreements to manage their portfolios on a discretionary basis, for which we receive a fee based on account assets. Many of these clients have their accounts held in custody at Ingalls & Snyder, and use our firm as their designated broker. We also have electronic connections enabling us to manage client accounts held at a wide range of other custodians, including Charles Schwab.
While most of our clients invest through separate accounts, Ingalls & Snyder also serves as investment advisor to several private investment funds.