Terms of Use

By accessing or using this website, you acknowledge and agree to these Terms of Use (these “Terms”) and any additional notices or policies referenced herein. If you do not agree with these Terms, you should discontinue use of the website. Your continued use of the website constitutes acceptance of these Terms, including any updates or modifications which may be made from time to time.

This website is owned and operated by SLC Asset Management LLC ("we," "us," or "our"), a member of the GreenOak family of companies.

GreenOak is the brand name under which Sun Life Capital Management (U.S.) LLC in the United States, and Sun Life Capital Management (Canada) Inc. in Canada operate. The GreenOak brand is also used by SLC Asset Management ULC, SLC Asset Management LLC, BentallGreenOak (U.S.) Limited Partnership, BentallGreenOak (Canada) Limited Partnership, Crescent Capital Group LP, Infrared Capital Partners Limited, Advisors Asset Management, Inc, and each of their respective affiliates.

This website is intended solely to provide general information about the GreenOak platform. It is not aimed at investors in any specific jurisdiction or market segment. References to investment capabilities, asset classes, or affiliated businesses are intended solely to describe the broader GreenOak platform and the areas of experience of its affiliated companies. Any capabilities described on this website may not be available in all jurisdictions or to all categories of investors.

The website is designed to:

  • describe the GreenOak organization and its relationship to its affiliated companies and their businesses;
  • provide information regarding the asset classes, capabilities and areas of experience across the broader GreenOak platform;
  • share thought leadership, insights, news, and corporate information; and
  • help visitors identify and access the appropriate websites of the various GreenOak affiliated companies relevant to the visitor.

This website does not, and is not intended to, provide product-specific information, investment recommendations, or regulated marketing materials.

Nothing contained on this website constitutes:

  • investment, legal, tax, accounting, or other professional advice;
  • an offer to sell, or a solicitation of an offer to buy, any security or investment product;
  • a recommendation regarding any investment strategy, transaction, or course of action;
  • an invitation to engage in investment activity in any jurisdiction; or
  • a promotion of any specific product or service.

While we seek to provide accurate and current information on the GreenOak website, visitors should not rely on information contained on this website as the sole basis for making any investment, business, legal, tax, or other decisions. The website does not consider the suitability, needs, objectives or situation of any person or entity. Any reliance placed on information contained on this website is at the user's own risk.

Certain information on this website may contain forward-looking statements, projections, expectations, estimates, or opinions. Such statements are based on current assumptions and are subject to risks, uncertainties, and changes in circumstances. Actual results may differ materially from those expressed or implied in such statements.

Investment management, advisory, brokerage, distribution, fund management, and other regulated financial services are provided solely by the applicable GreenOak-affiliated legal entities. Reference to any such entities on the GreenOak website is for informational purposes only, and is meant to provide a broad overview of the GreenOak platform, its capabilities and its scope.

Each affiliated entity operates independently under the laws, regulations, registrations, licenses, and disclosures applicable to the jurisdictions in which it conducts business.

Fo convenience, the GreenOak website may provide links to individual websites operated by GreenOak-affiliated legal entities. Those websites are separate and distinct from this website and are governed by their own terms of use, privacy notices, investor eligibility requirements, and regulatory obligations.

Information contained on affiliate websites may relate to specific products, services, funds, or investment opportunities and may be subject to restrictions based on investor type, jurisdiction, or regulatory status. When you navigate from this website to an affiliate website, you will become subject to the terms, disclosures, and requirements applicable to that website.

Unless otherwise specified, the GreenOak website and these Legal Terms shall be governed by and construed in accordance with U.S. law.

The website is not directed to any person in any jurisdiction where access to or use of the website would be contrary to applicable law or regulation. It is your responsibility to determine whether your access to and use of this website is permitted under the laws of your jurisdiction and to comply with all applicable legal and regulatory requirements.

Questions regarding these Terms of Use may be directed to:

SLC Asset Management LLC
96 Worcester St.,
Wellesley Hills, MA 024810

Users are expected to access and use this website responsibly and in compliance with all applicable laws and regulations. You may not use the website to introduce malicious code, interfere with its operation or security, gain unauthorized access to systems or data, use automated means to disrupt functionality, or engage in any activity that could impair the performance, availability, or integrity of the website. By accessing the GreenOak website, you agree that you will not use the website in any manner that could harm the GreenOak family of companies, their respective affiliates, other users, or third parties. We reserve the right to limit or terminate access to the website for any user who violates these Terms or whose actions may adversely affect the website or its users.

Accessing this website does not create any advisory, fiduciary, client, broker-dealer, agency, or other professional relationship between you and the GreenOak platform, the GreenOak family of companies or any of their respective affiliates. Any investment or business decisions made based on information available through this website remain solely your responsibility.

While we seek to provide accurate and current information, we make no representation or warranty regarding the completeness, accuracy, reliability, availability, or timeliness of any content on this website. Information may be updated, amended, supplemented, modified, or removed without notice. We reserve the right to modify, suspend, restrict, or discontinue any portion of this website at any time without notice. We may revise or modify these Terms at any time without notice. Any such revisions or modifications become effective upon posting to the website.

This website and its contents are provided on an "as is" and "as available" basis. To the maximum extent permitted by law, neither the GreenOak platform nor any of the GreenOak family of companies or their respective affiliates, officers, directors, employees, or agents shall be liable for any direct, indirect, incidental, consequential, punitive, or special damages arising from or related to:

  • access to or use of the website;
  • inability to access or use the website;
  • reliance on information contained on the website;
  • interruptions, errors, delays, or system failures; or
  • unauthorized access to systems or data.

This website may contain links to third-party websites for convenience and informational purposes.

We do not control, endorse, or assume responsibility for the content, security, privacy practices, or availability of third-party websites. Access to such websites is at your own risk.

Unless otherwise indicated, all content on this website, including text, graphics, logos, trademarks, images, documents, and design elements, is owned by or licensed to the relevant entity within the GreenOak platform and is protected by applicable intellectual property laws. No content may be reproduced, distributed, modified, or otherwise used without prior written permission except as expressly permitted by law. Company names, logos, product names, service names, and related branding displayed on this website are trademarks or registered trademarks of the relevant entities across the GreenOak platform. Nothing contained on this website grants any right or license to use any trademark without prior written authorization.

Our collection and use of personal information is governed by our Privacy Notice, which is incorporated by reference into these Terms.

While reasonable security measures are employed, no website or electronic transmission can be guaranteed to be completely secure.

Users acknowledge the inherent risks associated with internet communications and use this website at their own risk.