Terms of Service
These Terms of Service govern the relationship between you and Greenhollowway LLC when you use our website or engage our advisory, research, or diligence services. By contacting us, requesting a proposal, or accepting an engagement, you accept these terms in full unless a separate written agreement supersedes them. These terms explain scope, deliverables, fees, confidentiality expectations, intellectual property rights, and limitations. They are designed to create clear expectations for professional conduct and mutual obligations when providing investment analysis, portfolio construction advice, or related support. If you have specific compliance or contractual needs, raise these at the scoping stage so they can be reflected in a tailored engagement letter. If any provision is found unenforceable under applicable law, other provisions remain in effect to the fullest extent permitted. The effective date is January 1, 2026 as referenced in the Privacy Policy.
Services and engagement scope
Greenhollowway provides advisory and research services that include but are not limited to equity research, fixed income advisory, real asset diligence, and portfolio construction. Each engagement begins with a statement of work or engagement letter that specifies scope, timelines, deliverables, and fees. Deliverables may include written reports, financial models, executive summaries, and oral briefings. Clients are responsible for providing accurate, timely information necessary for our analysis. We will rely on information provided by the client and third parties in good faith. Where appropriate, we perform verification steps, but we do not warrant the accuracy of third-party data beyond the steps described in the engagement. Scope changes requested after commencement may result in revised timelines and additional fees. For recurring monitoring retainers, the scope, frequency of updates, and communication cadence will be agreed in writing. We reserve the right to decline or terminate work that presents legal or ethical risks or where required disclosures are not provided.
Fees, billing, and cancellation
Fees are set out in the engagement letter and may be fixed, subscription-based, or time-and-materials depending on the work. For fixed-fee projects we issue a statement of work and require the payment schedule specified therein. For retainers we invoice periodically in advance. Time-and-materials arrangements will include hourly rates and an estimate of expected hours. All fees are exclusive of taxes and third-party data costs unless otherwise stated. Payment terms are net 30 days from invoice date unless otherwise agreed. If payment is overdue, we may suspend services and charge interest at the lesser of 1.5 percent per month or the maximum allowed by law. Cancellation requests should be provided in writing. If a client cancels before completion, the client is responsible for work completed through the cancellation date and for reasonable wind-down costs. For long-term engagements, termination provisions and transition assistance will be defined in the engagement agreement to enable orderly handover of files and deliverables.
Limitation of liability and disclaimers
Greenhollowway provides analysis, opinions, and recommendations based on available data and professional judgment. Investment decisions carry risks and past performance is not indicative of future results. We do not guarantee any particular returns or outcomes. To the fullest extent permitted by law, Greenhollowway and its affiliates, officers, directors, and employees will not be liable for indirect, incidental, special, punitive, or consequential damages arising from engagement services. Our aggregate liability for direct damages arising from an engagement is limited to the amount of fees paid by the client for the specific services giving rise to the claim. Clients should seek independent tax, legal, or accounting advice as needed; our work is not a substitute for such advice. Where fiduciary responsibilities are relevant, parties should document and agree on the allocation of duties and liabilities in a separate written agreement. Opinions and models in deliverables are valid as of their date and may change with market conditions; ongoing monitoring requires an explicit retainer or follow-up engagement.
Intellectual property and permitted use
All deliverables, models, written reports, and templates produced by Greenhollowway are the intellectual property of Greenhollowway unless the engagement letter specifies otherwise. We grant clients a limited, non-exclusive license to use deliverables for internal purposes and for the purposes specified in the engagement. Redistribution, republication, or external marketing use of deliverables requires our prior written consent and may be subject to additional licensing fees. Clients may reproduce extracts for internal board or committee use, provided attribution is maintained and documents are not altered in a way that misrepresents our conclusions. For engagements where third-party data or proprietary vendor content is embedded in deliverables, usage rights are governed by the data provider terms and may limit external sharing. If collaboration with external parties is anticipated, please notify us during the scoping phase so appropriate rights and redactions can be arranged.
Governing law, disputes, and amendments
These Terms are governed by the laws of the State of New York, United States, without regard to choice-of-law rules. Any dispute arising from these Terms or an engagement will be resolved through good-faith negotiations between the parties. If negotiations do not resolve the dispute, parties may pursue mediation prior to commencing litigation. Litigation, if necessary, shall be brought exclusively in the state or federal courts located in New York County, New York. Clients may have additional statutory rights depending on jurisdiction that cannot be waived. Greenhollowway may update these Terms from time to time; material changes will be posted on our website with an updated effective date. For active engagements, changes that materially affect deliverables or fees will be communicated and require mutual agreement in writing. If you have questions about any term or require modifications for regulatory or procurement reasons, contact us during the proposal stage so we can address them in the engagement letter.