Xceed Capital Management, LLC dba Bayworth Capital

Our Commitment to Your Privacy

Protecting the privacy and security of your personal information is a top priority at Bayworth Capital. To provide you with accurate and efficient service, we collect and maintain certain nonpublic personal information about you ("Customer Information"). This notice explains what we collect, how we use it, and how we protect it.

Information We Collect

We collect Customer Information to provide advisory services, which may include:

How We Protect Your Information

We restrict access to your nonpublic personal information to employees who need it to serve you. We maintain physical, electronic, and procedural safeguards that comply with applicable federal and state standards.

Information We Disclose

We do not disclose nonpublic personal information about you to anyone except as permitted by law, including:

  1. To service providers necessary to carry out transactions or provide authorized services (e.g., broker-dealers, custodians, independent managers).
  2. To persons assessing our compliance with industry standards (e.g., licensing authorities, consultants).
  3. To our attorneys, accountants, and auditors.
  4. As otherwise required or permitted by law (including regulatory authorities or service providers performing administrative or marketing services on our behalf).

These third parties are prohibited from using or sharing your information for any other purpose.

Former Clients

If you close your account or become an inactive client, we will continue to adhere to this Privacy Policy.

Changes to This Policy

If we make a material change to our Privacy Policy, we will notify you in writing and, where applicable, provide an opportunity to limit or opt out of certain disclosures.

Questions

If you have questions about this notice or your personal information, please contact our Chief Compliance Officer at compliance@bayworthcapital.com.

Terms of Use

Acceptance of Terms

By accessing and using the Bayworth Capital website (www.bayworthcapital.com), you agree to be bound by these Terms of Use. If you do not agree with any part of these terms, you should not use this website.

General Information Only

The content on this website is provided for general informational purposes only. Nothing on this website constitutes investment advice, a recommendation, or an offer to buy or sell any securities. The information presented should not be considered a substitute for individualized professional advice. You should consult with a qualified financial advisor, attorney, or tax professional before making any financial, legal, or tax decisions.

No Client Relationship

Use of this website does not establish an advisory or client relationship with Xceed Capital Management, LLC dba Bayworth Capital. An advisory relationship is established only through the execution of a formal investment advisory agreement.

Accuracy of Information

While we strive to ensure that the information on this website is accurate and up to date, Bayworth Capital makes no warranties or representations regarding the completeness, accuracy, or timeliness of any content. All information is subject to change without notice. Past performance is not indicative of future results.

Intellectual Property

All content on this website, including text, graphics, logos, images, and design elements, is the property of Xceed Capital Management, LLC dba Bayworth Capital and is protected by applicable copyright and trademark laws. You may not reproduce, distribute, or use any content from this website without prior written consent.

Third-Party Links

This website may contain links to third-party websites. Bayworth Capital does not control, endorse, or assume responsibility for the content, privacy policies, or practices of any third-party websites. Accessing any linked site is at your own risk.

Limitation of Liability

To the fullest extent permitted by law, Xceed Capital Management, LLC dba Bayworth Capital, its officers, employees, and affiliates shall not be liable for any direct, indirect, incidental, consequential, or punitive damages arising out of your use of, or inability to use, this website or any information provided herein.

Governing Law

These Terms of Use are governed by and construed in accordance with the laws of the State of Illinois, without regard to its conflict of law provisions.

Changes to These Terms

Bayworth Capital reserves the right to modify these Terms of Use at any time. Any changes will be effective immediately upon posting to this website. Your continued use of the website constitutes acceptance of the revised terms.

Disclosures

Regulatory Disclosures

This website is a publication of Xceed Capital Management, LLC, dba Bayworth Capital. The firm is registered as an investment adviser with the States of Illinois, Texas, Indiana, and California, and only conducts business in states where it is properly registered, or is excluded or exempted from registration requirements. Registration is not an endorsement of the firm by securities regulators and does not mean the adviser has achieved a specific level of skill or ability. The firm is not engaged in the practice of law or accounting.

Investment Risks

All investment and insurance strategies have the potential for profit or loss. Different types of investments involve varying degrees of risk, and there is no guarantee that any specific investment or strategy will be suitable or profitable. There are no assurances that an investor's portfolio will match or exceed any particular benchmark.

Information presented is believed to be current but should not be considered personalized investment advice. All expressions of opinion reflect the judgment of the authors on the date of publication and may change in response to market conditions. You should consult with a qualified professional advisor before implementing any strategies discussed. Content should not be construed as an offer to buy or sell any securities or as estate planning, legal, or tax advice. Always consult an attorney or tax professional regarding your specific situation.

Insurance Products & Services

Insurance Products & Services provided by Xceed Planning, LLC.

Insurance and annuity guarantees are subject to the claims-paying ability of the issuing insurance company. Withdrawals or surrenders made within a certain period after investing may be subject to surrender charges. Withdrawals may also be subject to tax penalties and income taxes.

External Links

Hyperlinks on this website are provided as a convenience. Xceed Capital Management, LLC, dba Bayworth Capital, is not responsible for the information, services, or products found on websites linked to ours.

Contact

For questions regarding these disclosures or our advisory services, please contact us at compliance@bayworthcapital.com or call (312) 778-7425.