Term of Use | CI SBH

Terms of Use

PLEASE READ THESE TERMS OF USE (“TERMS OF USE”) CAREFULLY. BY ACCESSING THIS WEBSITE YOU AGREE TO BE BOUND BY THESE TERMS OF USE, INCLUDING THE WARRANTY DISCLAIMERS, LIMITATIONS OF LIABILITY AND TERMINATION PROVISIONS. THESE TERMS OF USE ARE SUBJECT TO CHANGE. ANY CHANGES WILL BE INCORPORATED INTO THE TERMS OF USE POSTED TO THIS WEBSITE FROM TIME TO TIME, AND ANY ACCESS OF THIS SITE BY YOU AFTER SUCH CHANGES ARE SO POSTED SHALL BE DEEMED YOUR AGREEMENT TO SUCH CHANGES. IF YOU DO NOT AGREE WITH THESE TERMS OF USE, PLEASE DO NOT ACCESS THIS WEBSITE.

The information provided on this site is provided without charge as a convenience to visitors, and to be used for informational purposes only. While Segall Bryant & Hamill Investment Counsel (“Segall Bryant & Hamill”) has tried to provide accurate and timely information, there may be inadvertent technical or factual inaccuracies and typographical errors for which we apologize. We reserve the right to make changes and corrections at any time, without notice. The information provided on Segall Bryant & Hamill’s site is provided “AS IS” “AS AVAILABLE” and is qualified in its entirety by Segall Bryant & Hamill’s Form ADV, which is on file with the U.S. Securities and Exchange Commission. Segall Bryant & Hamill does not warrant the accuracy or completeness of the information, text, graphics, links or other items contained on Segall Bryant & Hamill’s site and Segall Bryant & Hamill expressly disclaims all liability for errors and omissions in these materials and for the use or interpretation by others of information contained on the site. Segall Bryant & Hamill may change information contained herein at any time and makes no commitment to update the information contained on the site. Decisions based on information contained on Segall Bryant & Hamill’s site are the sole responsibility of the visitor, and in exchange for using Segall Bryant & Hamill’s site, the visitor agrees to hold Segall Bryant & Hamill harmless against any claims for damages arising from any decisions that the visitor makes based on such information. Nothing contained in Segall Bryant & Hamill’s site constitutes investment advice.

General

Segall Bryant & Hamill, LLC and Segall Bryant & Hamill Trust, collectively referred to herein as Segall Bryant & Hamill, values your interest in our products and services and appreciates your visit to our website (“Website” or “Site”). This Site provides general information about Segall Bryant & Hamill and its products and services. The Website is designed for information purposes only, and you acknowledge that you are solely responsible for the use of it. While Segall Bryant & Hamill will take reasonable care that the content on the Website is accurate, complete and up-to-date, Segall Bryant & Hamill does not guarantee and makes no representation or warranty that the content and/or applications available or accessible via the Website are accurate, complete or up-to-date or that access to it will be uninterrupted or error-free. Before you rely on information found on the Website, you must verify this information with the appropriate sources.

Segall Bryant & Hamill may, from time to time, introduce new features to the Site, or modify or delete existing features, in its sole discretion. By using any new or modified features as they become available, you agree to be bound by these Terms of Use concerning such features. Segall Bryant & Hamill has the right, in its sole discretion, and without prior notice and from time to time, to modify these Terms of Use with respect to your access to or use of the Website, and the most current version of the Terms of Use will be available to you by clicking on the link at the bottom of the Site. Such modifications and additions shall be effective immediately upon posting the modified Terms of Use to any site and posting shall be deemed notice to you. If you disagree with the changes to these Terms of Use, you should discontinue your use of the Website. Any access to or use of the Website after posting of modifications or additions to these Terms of Use shall constitute and be deemed to be your agreement to such modified Terms of Use.

The obligations and liabilities you incurred prior to the termination date shall survive the termination of these Terms of Use for all purposes. In the event of any such termination, the restrictions on your use of the material on this Website shall survive such termination, and you agree to be bound by those terms. YOU ACKNOWLEDGE AND AGREE THAT SEGALL BRYANT & HAMILL SHALL NOT BE LIABLE TO YOU OR TO ANY THIRD PARTY FOR ANY MODIFICATION, SUSPENSION OR DISCONTINUANCE OF ANY SITE OR ANY PRODUCTS OR INFORMATION PROVIDED ON THIS SITE OR ACCESSED BY YOU THROUGH THIS SITE.

No Securities Offering or Investment Advice

The information on the Website is intended to enable clients to understand the nature of Segall Bryant & Hamill’s advisory services. It is not intended as and does not constitute investment advice or legal or tax advice or an offer to sell any securities to any person or a solicitation of any person of any offer to purchase any securities. The information in the Website should not be construed as Segall Bryant & Hamill’s endorsement, recommendation or sponsorship of any company or security. There are inherent risks in relying on, using or retrieving any information found on the Website, and Segall Bryant & Hamill urges you to make sure that you understand these risks before relying on, using or retrieving any information on the Website.

Access

Segall Bryant & Hamill makes the Website available subject to the terms and conditions set forth herein and all applicable laws. By accessing, browsing or otherwise using (collectively, “use” or “using”) the Website, you acknowledge that you, the individual user of the Website, have read, understood and agreed to be legally bound by these Terms of Use, and to comply with all applicable laws and regulations, without limitation or qualification. By using the Website, you further acknowledge that you have the authority to, and do hereby, legally bind the business entity, if any, which you serve as an agent, independent contractor or employee thereof to the same Terms of Use, without limitation or qualification. These Terms of Use shall take effect immediately upon your first use of the Website. If you do not agree to these Terms of Use, you are not authorized to access, browse or otherwise use any of the Website.

The Website may be accessed and used solely for your personal, noncommercial use only. Access to any password-protected portion of the Website is limited exclusively to the person to whom login information has been issued by Segall Bryant & Hamill. You will keep your login and password confidential and not disclose the same to any third party. You will notify Segall Bryant & Hamill immediately of any actual or suspected loss, theft or unauthorized use of your login or password. You may not modify, copy, distribute, transmit, display, perform, reproduce, publish, license, create derivative works from, transfer, or sell in any way any information, documents, graphics, software or other materials (“Materials”) obtained from the Website, except that you may view the Materials in their present form and you may download on any single computer and print one (1) copy of the Materials for your personal, noncommercial use, provided you keep intact all copyright and other proprietary notices. The Materials are subject to change without notice.

Use of the Website is limited to legitimate purposes. You shall not use or introduce into the Website any device, software, or routine that could damage or interfere with the operation of the Website. You shall not directly or indirectly take any action to interfere with the operation of the Website or engage in any unlawful or infringing activity in connection with your use of the Website, including by way of example and not limitation, using any scraper, robot, spider, or other automated mechanism to access the Website or download material off of the Website.

Segall Bryant & Hamill has the right to modify, suspend or discontinue, temporarily or permanently, the Website, any products or services provided by Segall Bryant & Hamill through the Website, or your right to access or use any portion of the Website, in Segall Bryant & Hamill’s sole discretion, at any time and without prior notice, for any reason, including without limitation: (1) attempts by you (or another party) to gain unauthorized access to the Website or assist others in attempting to do so, (2) your (or another party’s) disabling of any security features on the Website, (3) your violation of these Terms of Use, (4) suspected or actual infringement of intellectual property rights or (5) requests by law enforcement or other government agencies.

Segall Bryant & Hamill also reserves the right to report any activity that it reasonably suspects violates any law or regulation, and to disclose any information to law enforcement officials or regulators or other appropriate third parties.

Use of the Site

As a user of the Website, you have a non-exclusive, non-transferable, limited, revocable license to use the Website solely for your personal use; you may not use the Website for any other purpose whatsoever. Without limiting the previous sentence, you may not reproduce, modify, distribute, transmit, display, perform, transfer, sell or publish any of the contents of the Website without the prior written consent of Segall Bryant & Hamill, which may be withheld, conditioned or delayed in its sole discretion. You are prohibited from including links from other websites to the Website without the prior written consent of Segall Bryant & Hamill, which may be withheld, conditioned or delayed in its sole and absolute discretion.

The foregoing license is subject to these Terms of Use and does not include the right to use any data mining, robots or similar data gathering or extraction methods. This license is revocable at any time without notice and with or without cause. You may not and you may not permit others to copy, distribute, perform or display publicly, prepare derivative works based on, broadcast, exploit or use any part of the content on the Website except as expressly provided in these Terms of Use without our prior written permission. Nothing in these Terms of Use shall be construed as transferring any right, title or interest in the Website or its content to you or anyone else, except the limited license to use the Website on the terms expressly set forth herein.

Trademarks/Ownership of the Sites

All information and content provided on the Website, whether explicitly marked or not, is the property of Segall Bryant & Hamill and is subject to U.S. and international copyright and unfair competition laws and treaties. The information and content provided include, but are not limited to, the text, graphics, images, source codes, videos, audio recordings, pages, screens, designs, animations and software, their related files and their arrangement on the Website.

All trademarks, service marks, logos, model and brand names, emblems and protectable trade dress elements (collectively, “Marks”), whether explicitly marked or not, used on the Website are owned by Segall Bryant & Hamill, its subsidiaries, affiliated companies or joint partners, or used under license, and are subject to U.S. (federal and state) and international trademark and unfair competition laws.

You may not copy, display, distribute, transfer, link to, reproduce, license, frame, alter, create derivative works of or republish all or any portion of the Website for any commercial or public purpose without Segall Bryant & Hamill’s prior written consent.

You may not copy, reproduce, download, upload, post, broadcast, transmit, distribute, publish, republish or otherwise use any information, content or Marks provided on the Website in any form or by any means, or by any information storage or retrieval system, for any commercial or public use without the express written permission of Segall Bryant & Hamill. You may not use, copy, display, distribute, modify or reproduce any of the Marks found on the Website except as authorized by these Terms of Use. You are not permitted to create a hyperlink to any page or portion of the Website or frame any page or portion of the Website without the prior written permission of Segall Bryant & Hamill. You may, however, copy, print or otherwise use the information, content or Marks provided on the Website, provided that the use is for your personal, educational or internal business use only and further provided that you: (1) maintain all copyright and other intellectual property notices together and intact with any information or content, (2) do not modify or otherwise alter any information or content, and (3) do not expressly or implicitly suggest an association with product, brands or affiliates through the use of any information or content. Other use of any information, content or Marks, except as specifically permitted in these Terms or in a written instrument signed by Segall Bryant & Hamill, is strictly prohibited.

Nothing contained in the Website shall be construed as conferring, by implication, estoppel or otherwise, any license or right to any copyright, patent, trademark or other proprietary interest of Segall Bryant & Hamill or any third party.

All product names appearing in type form different from that of the surrounding text, “Segall Bryant & Hamill Investment Counsel,” “Segall Bryant & Hamill”, and the Segall Bryant & Hamill logo, are trademarks owned by or licensed to Segall Bryant & Hamill, its subsidiaries, or its affiliates, and may not be reproduced without the express written consent of Segall Bryant & Hamill Investment Counsel. For further information, please contact Paul Lythberg, Chief Compliance Officer and Chief Operating Officer, at plythberg@sbhic.com.

Third-Party Content

Some of the information, articles and other materials available through this Site may be provided to Segall Bryant & Hamill by third parties. Wherever practical, in our opinion, the source of these third-party materials is identified. These third-party materials are provided for your interest and convenience only. Segall Bryant & Hamill does not endorse these materials or the vendors who supply them to us, nor does Segall Bryant & Hamill warrant or represent that these materials are current, accurate, complete or reliable.

Russell Investments is the source and owner of the Russell Index data contained on this Site and all trademarks and copyrights related thereto. Standard & Poor’s is the source and owner of the S&P Index data contained on this Site and all trademarks and copyrights related thereto. MSCI Inc. is the source and owner of the MSCI Index data contained on this Site and all trademarks and copyrights related thereto. Bloomberg Barclays U.S. is the source and owner of the Bloomberg Barclays U.S. Index data contained on this Site and all trademarks and copyrights related thereto. Lipper Inc. is the source and owner of the Lipper Index data contained on this Site and all trademarks and copyrights related thereto. Any further dissemination or redistribution of the Russell Index data, S&P Index data, MSCI Index data, Bloomberg Barclays U.S. Index data, or Lipper Index data contained on this Site is strictly prohibited. Russell Investments, Standard & Poor’s, MSCI Inc., Bloomberg Barclays U.S., and Lipper Inc. are not responsible for the formatting or configuration of this material or for any inaccuracy in Segall Bryant & Hamill’s presentation thereof.

Hyperlinks/Links to Third-party Websites

The Website may contain links to other websites owned by third parties (such as, affiliate partners, strategic partners, or others). We are not responsible for examining or evaluating, and we do not warrant the products or offerings of, any of these businesses or individuals, or the accuracy of the content of their websites. We do not assume any responsibility or liability for the actions, product and content of any such websites. Before you use any third party website, you should review the applicable terms of use policies for such website. The inclusion of a link in our Website does not imply our endorsement of such third party website. If you decide to access any such linked websites, you do so at your own risk.

Some of the sites listed as links herein are not under the control of Segall Bryant & Hamill. Accordingly, Segall Bryant & Hamill makes no representations whatsoever concerning the content of those sites. The fact that Segall Bryant & Hamill has provided a link to a site is NOT an endorsement, authorization, sponsorship, or affiliation by Segall Bryant & Hamill with respect to such site, its owners, or its providers. Segall Bryant & Hamill is providing these links only as a convenience to you. Segall Bryant & Hamill has not tested any information, software, or products found on these sites and therefore cannot make any representations whatsoever with respect thereto. There are risks in using any information, software, or products found on the Internet, and Segall Bryant & Hamill cautions you to make sure you understand these risks before retrieving, using, relying upon, or purchasing anything via the Internet.

International Use

Segall Bryant & Hamill makes no representation that materials, products or services on the Website are appropriate or available for use in locations outside the United States, and accessing them from territories where their contents are illegal is prohibited. Those who choose to access any site from other locations do so on their own initiative and are responsible for compliance with local laws.

Violation of the Terms

You understand and agree that in Segall Bryant & Hamill’s sole discretion, and without prior notice, we may terminate your access to the Website, cancel any transactions or exercise any other remedy available and remove any unauthorized content if we believe that the content you provided has violated or is inconsistent with these Terms of Use or violated the rights of Segall Bryant & Hamill, another user, or the law. You agree that monetary damages may not provide a sufficient remedy to Segall Bryant & Hamill for violations of these Terms of Use and you consent to injunctive or other equitable relief for such violations. Segall Bryant & Hamill may release user information about you if required by law or subpoena, or if release of the information is necessary or appropriate to address an unlawful or harmful activity.

Indemnification

You hereby agree to defend, indemnify, save and hold harmless Segall Bryant & Hamill and our affiliates and our licensees, directors, owners, members, shareholders, officers, employees, service providers and agents harmless from and against any and all liabilities, judgments, fines, claims, damages, settlements, costs and expenses, including reasonable attorneys’ fees and disbursements as incurred, arising out of your use of this Site, including any violation or alleged violation of these Terms of Use. You will cooperate with us in the defense of any claim. We reserve the right, at our own expense, to assume the exclusive defense and control of any matter otherwise subject to indemnification by you.

Disclaimer of Warranties

The Materials published on the Website may include inaccuracies or typographical errors. The Website and all Materials are provided “as is,” without warranty of any kind, and we hereby disclaim all warranties and conditions with regard to the Website and the Materials, including all implied warranties and conditions of merchantability, fitness for a particular purpose, title and non-infringement. We do not warrant or make any representations regarding the use or the results of the use of the Materials or with respect to their correctness, accuracy, reliability, or otherwise. We do not warrant that the Website or any Materials will be provided on an uninterrupted or error-free basis, that defects will be corrected, that the Website or the server that makes it available are free of viruses or other harmful components or relating to any breach of security associated with the transmission of sensitive information through the Website or any linked site. In addition, we make no representation about the suitability of the Materials for any purpose. You (and not Segall Bryant & Hamill) assume the entire cost and risk of using the Website and the Materials. Applicable law may not allow the exclusion of implied warranties, so the above exclusion may not apply to you.

Limitation of Liability

In no event will we or any of our affiliates, licensors, service providers or any third party be liable for any direct, indirect, punitive, incidental, special or consequential damages arising out of or in any way connected with the use of the Website or with the delay or inability to use the Website, or for the Materials obtained through the Website, or otherwise arising out of the use of the Website, whether based on contract, tort, strict liability or otherwise, even if we and/or any such person has been advised of the possibility of such damages. Because some states/jurisdictions do not allow the exclusion or limitation of liability for consequential or incidental damages, the above limitation may not apply to you.

Waiver

Our failure at any time to require performance of any provision of these Terms of Use or to exercise any right provided for herein shall not be deemed a waiver of such provision or such right. All waivers must be in writing. Unless the written waiver contains an express statement to the contrary, no waiver by any of us of any breach of any provision of these Terms of Use or of any right provided for herein shall be construed as a waiver of any continuing or succeeding breach of such provision, a waiver of the provision itself, or a waiver of any right under these Terms of Use.

Severability

If any provision of these Terms of Use is held by a court of competent jurisdiction to be contrary to law, such provision shall be changed and interpreted so as to best accomplish the objectives of the original provision to the fullest extent allowed by law and the remaining provisions of these Terms of Use shall remain in full force and effect.

Governing Law, Jurisdiction and Venue

By accessing the Website you agree that the statutes and laws of the State of Illinois, notwithstanding any principles of conflicts of law, will apply to all matters relating to use of the Website and that if you use the Website from any other location you are responsible for compliance with applicable local laws. Any and all claims, actions or proceedings arising out of or relating to these Terms of Use shall be venued exclusively in state or federal court in Cook County, Illinois. You hereby irrevocably consent and submit to the personal jurisdiction of said courts for all such purposes. Regardless of any statute or law to the contrary, any claim or cause of action arising out of or related to use of the Website or these Terms of Use must be filed within one (1) year after such claim or cause of action arose or be forever barred.

Entire agreement

These Terms of Use, as supplemented or amended by any applicable Privacy Notices or click-through agreement, contain the entire understanding and agreement between you and us with respect to this Site and supersede all previous communications, negotiations and agreements, whether oral, written, or electronic between you and us with respect thereto.

Material from www.sbhic.com and any other World Wide website owned, operated, licensed, or controlled by Segall Bryant & Hamill may not be copied or distributed, or republished, uploaded, posted, or transmitted in any way, without the prior written consent of Segall Bryant & Hamill EXCEPT: you may download one copy of the material on one computer for your personal, non-commercial home use only, provided you do not delete or change any copyright, trademark, or other proprietary notices. Modification or use of the materials for any other purpose violates Segall Bryant & Hamill’s intellectual property rights. The material on this site is provided for lawful purposes only. If you download software from our site, the software, including all files, images, contained in or generated by the software, and accompanying data (together, the “Software”) are deemed to be licensed to you by Segall Bryant & Hamill. Neither title nor intellectual property rights are transferred to you, but remain with Segall Bryant & Hamill, who owns full and complete title. You may not resell, decompile, reverse engineer, disassemble, or otherwise convert the Software to a human perceivable form. Material from www.sbhic.com and any other World Wide website owned, operated, licensed, or controlled by Segall Bryant & Hamill may not be copied or distributed, or republished, uploaded, posted, or transmitted in any way, without the prior written consent of Segall Bryant & Hamill EXCEPT: you may download one copy of the material on one computer for your personal, non-commercial home use only, provided you do not delete or change any copyright, trademark, or other proprietary notices. Modification or use of the materials for any other purpose violates Segall Bryant & Hamill’s intellectual property rights. The material on this site is provided for lawful purposes only. If you download software from our site, the software, including all files, images, contained in or generated by the software, and accompanying data (together, the “Software”) are deemed to be licensed to you by Segall Bryant & Hamill. Neither title nor intellectual property rights are transferred to you, but remain with Segall Bryant & Hamill, who owns full and complete title. You may not resell, decompile, reverse engineer, disassemble, or otherwise convert the Software to a human perceivable form.

Copyright

Copyright While Segall Bryant & Hamill provides the information on this server to anyone, we retain copyright on all text and graphic images. This means that unless you are a broker or financial adviser authorized by Segall Bryant & Hamill, you may not: distribute the text or graphics to others without the express written permission of Segall Bryant & Hamill, “mirror” or include this information on your own server or documents without our permission, modify or re-use the text or graphics on this system. You MAY: print copies of the information for your own personal use; store the files on your own computer for your personal use only; reference hypertext documents on this server from your own documents. Segall Bryant & Hamill reserves all other rights.

Submissions

Electronic Mail (e-mail) submitted to this website should be considered neither secure nor confidential, since messages submitted to this site travel through the Internet, which is not a secure medium. Segall Bryant & Hamill makes no representation whatsoever concerning the security or confidentiality of your e-mail messages and specifically makes no representation that any e-mail message submitted through this website will be received by Segall Bryant & Hamill.

Jurisdiction

Except as described otherwise, all materials in the Segall Bryant & Hamill site are made available only to provide information about Segall Bryant & Hamill Investment Counsel. Segall Bryant & Hamill controls and operates this site from Chicago, Illinois, United States of America and makes no representation that these materials are appropriate or available for use in other locations. If you use this site from other locations you are responsible for compliance with applicable local laws. Some software from this site may be subject to export controls imposed by the United States and may not be downloaded or otherwise exported or re-exported: (a) into (or to a national or resident of) any country to which the U.S. has placed an embargo, including without limitation Cuba, Iran, Iraq, Libya, North Korea, Syria, or Yugoslavia, (b) to everyone on the U.S. Treasury Department’s Specially Designated Nationals list, or (c ) the U.S. Commerce Department’s Table of Denial Orders. If you download or use the Software or other content from this site you represent and warrant that you are not located in, or under the control of, or a national of any such country or any such list. These Terms and Conditions will be governed and be interpreted pursuant to the laws of the States of Illinois and Delaware, United States of America, notwithstanding any principles of conflict of law. If any part of these Terms and Conditions is unlawful, void, or unenforceable, that part will be deemed severable and will not affect the validity and enforceability of any remaining provisions. This is the entire agreement between the parties relating to the use of this site. Segall Bryant & Hamill can revise these Terms and Conditions at any time by updating this posting. The Segall Bryant & Hamill site may describe products and services that are not available worldwide. Segall Bryant & Hamill makes no offers of products or services outside the United States of America.

Other

Other Segall Bryant & Hamill reserves the right to withdraw access to the site and revise the software, materials, information, and the services and products described in this website, at any time without notifying the user.

Questions about these Terms of Use

If you have any questions or comments about our legal statement, please contact us at 800-836-4265.

An investment in the Funds involves risk, including possible loss of principal. The principal risks of investing in Funds include equity, market, management and non-diversification risks. The market value of a security or instrument may decline due to general market conditions that are not specifically related to a particular company, such as real or perceived adverse economic conditions, changes in the general outlook for corporate earnings, changes in interest or currency rates or adverse investor sentiment generally.

Other risks include:

Small- and Medium-Sized Company Risk: Investing in the securities of small- and medium-sized companies generally will be more volatile, and loss of principal could be greater than investing in the securities of larger, more established companies.

Dividend Investment Risk: Dividends are not guaranteed. A company’s future abilities to pay dividends may be limited and a company may cease paying dividends at any time.

Indirect Foreign Exposure Risk: Investments in foreign companies are subject to special risks, including currency fluctuations, social, economic, and political uncertainties, which could increase volatility.

Sector Concentration Risk: The Fund may concentrate its investments in companies that are in a single sector or related sector. Concentrating investments in a single sector may make the Fund more susceptible to adverse economic, business, regulatory or other developments affecting that sector. If an economic downturn occurs in a sector in which the Fund’s investments are concentrated, the Fund may perform poorly during that period.

ESG Investing Risk: Investing primarily in investments that meet ESG criteria carries the risk that the fund may forgo otherwise attractive investment opportunities or increase or decrease its exposure to certain types of issuers and, therefore, may underperform funds that do not consider ESG factors.
Fixed Income Risks:Fixed income funds are subject to additional risk in that they may invest in high-yield/high-risk bonds and may be subject to greater levels of liquidity risk. Additionally, investing in bonds entails interest rate risk and credit risk.

Municipal Securities Risk: Municipal bond fund income may be subject to state and local income taxes and the alternative minimum tax. Capital gains, if any, will be subject to capital gains tax. Investments in municipal bonds are subject to interest rate risk, or the risk that the bonds will decline in value because of changes in market interest rates. Municipal bonds are also subject to call risk, credit risk, liquidity risk, below investment grade securities risk, and interest rate futures risk.

Single-State Investment Risk: A fund that invests primarily in instruments issued by or on behalf of one state will generally be more volatile and loss of principal could be greater due to state specific risk. Please refer to the prospectus for each fund’s specific risks.

Foreign investment and Emerging Markets risk: Foreign investments can be riskier than U.S. investments. Potential risks include adverse political and legal developments affecting issuers located and/or doing business in foreign countries, currency risk that may result from unfavorable exchange rates, liquidity risk if decreased demand for a security makes it difficult to sell at the desired price, and risks that stem from substantially lower trading volume on foreign markets. These risks are generally greater for investments in emerging markets, which are also subject to greater price volatility, and custodial and regulatory risks.

Growth Stock Risk: The prices of growth stocks may be more sensitive to changes in current or expected earnings than the prices of other stocks.
Options and Futures Risk: Options and futures may be more volatile than investments in securities, involve additional costs and may involve a small initial investment relative to the risk assumed. In addition, the value of an option or future may not correlate perfectly to the underlying securities index or overall securities markets.

Value Investing Risk: Value investing involves the risk that an investment made in undervalued securities may not appreciate in value as anticipated or remain undervalued for long periods of time.

Non-Diversification Risk: A non-diversified fund may be invested in a limited number of issuers and will be susceptible to any negative economic, political and regulatory events than a more diversified fund.

Please consider the Investment objectives, risks, charges and expenses of the Fund(s) carefully before investing. To obtain a prospectus for the SBH Fund(s), which contains this and other important information about the Fund(s), click here. Please read the prospectus carefully before investing.

All indexes are unmanaged and index performance figures do not reflect any fees, expenses, or taxes. Investors cannot invest directly in an index. View index descriptions here.

Russell Inc. is the source and owner of the Russell Index data. MSCI Inc. is the source and owner of the MSCI Index data. Bloomberg U.S. is the source and owner of the Bloomberg Index data. See Terms of Use for additional information.

The mutual funds of the Segall Bryant & Hamill Trust are distributed by Ultimus Fund Distributors, LLC, member FINRA /SIPC. The Segall Bryant & Hamill Select Equity ETF is distributed by Northern Lights Distributors, LLC, member FINRA /SIPC. Segall Bryant & Hamill, LLC is not affiliated with Ultimus Fund Distributors, LLC or Northern Lights Distributors, LLC.

Investing involves risk. Investment return and principal value of an investment will fluctuate, and an investor’s shares, when redeemed, may be worth more or less than their original cost. Shares of any ETF are bought and sold at market price (not NAV), may trade at a discount or premium to NAV, and are not individually redeemed from the fund. Brokerage commissions will reduce returns. ETFs are subject to investment advisory and other expenses, which will be indirectly paid by the Fund. ETFs are subject to issuer risks and other risks specific to the Fund. The Fund may face more risks than if it were diversified broadly over numerous industries or sectors. There is no guarantee the Fund will meet its investment objective.

Collective Investment Trusts (CITs)
SEI Trust Company (the “Trustee”) serves as the Trustee of the Fund and maintains ultimate fiduciary authority over the management of, and the investments made, in the Fund. The Fund is part of a Collective Investment Trust (the “Trust”) operated by the Trustee. The Trustee is a trust company organized under the laws of the Commonwealth of Pennsylvania and wholly owned subsidiary of SEI Investments Company (SEI).

The Segall Bryant & Hamill International Small Cap Trust and the Segall Bryant & Hamill Emerging Markets Trust (the “SBH Trusts”) are trusts for the collective investment of assets or participating tax qualified pension and profit sharing plans and related trusts, and governmental plans as more fully described in the Declaration of Trust. As bank collective trusts, the SBH Trusts are exempt from registration as an investment company. The SBH Trusts are managed by SEI Trust Company, the trustee, based on the investment advice of Segall Bryant & Hamill, the investment adviser to the trusts.

Segall Bryant & Hamill Funds | 225 Pictoria Drive Suite 450 Cincinnati, Ohio 45246

Copyright 2024. All Rights Reserved. Segall Bryant & Hamill is a wholly owned subsidiary of Corient Management LLC, which is a wholly owned subsidiary of Corient Holdings Inc. Corient Holdings Inc. is a wholly owned subsidiary of CI Financial Corp. (TSX:CIX).