Heartland Advisors

Terms of Use

You should carefully read the following Heartland Advisors, Inc. and the Heartland Group, Inc. (together, "Heartland") Terms and Conditions, which is referred to as “the Agreement” in the remainder of this page,  as well as Heartland’s Privacy Policy, before using this website. By using this website, you signify your acceptance of the Agreement. If you do not agree to this Agreement, you are not permitted to use this site. Nothing contained in this Agreement is intended to modify or amend any other written agreement, if any, that may currently be in effect between you and Heartland with regards to matters other than your use of this site.


It is our intent to provide the best experience for all of our users. If for some reason you are having difficulty accessing materials on this website, please contact us.

Site for Information Only

The materials available on this website are not an offer or a solicitation of an offer to buy any securities, products or services to those persons in any jurisdiction in which such offer, solicitation, purchase or sale would be unlawful under the securities law of such jurisdiction. Although Heartland may provide data, information, and content relating to investment approaches, strategies, and mutual funds, you should not construe any such information or other content available through this website as investment, legal, accounting, or tax advice. Reference to a Fund or security anywhere on this website is not a recommendation to buy, sell, or hold that or any other security. Heartland makes no representation that the securities or services described on this website are suitable for any specific investor. In exchange for using such data, information, or content, you agree not to hold Heartland or its third-party content providers liable for any possible claim for damages arising from any decision you make based on information made available to you through this site. Materials relating to the Heartland Funds should be read in conjunction with a fund prospectus that describes charges, expenses, and risks. Read it carefully before investing.

Each of the investment products and services referred to on this website is intended to be made available to U.S. residents, but may not be available to all U.S. persons.

Modification of the Agreement and Monitoring of the Website

Heartland may modify, add, or remove portions of this Agreement at any time. It is suggested that you periodically check for changes. If you use the site after changes are made to the Agreement, you accept the changed terms.

Heartland expressly reserves the right (but is not obligated) to monitor any and all use of this website. Heartland may temporarily or permanently terminate or limit your access to the website for any reason, without notice or liability. Heartland reserves the right to limit access to the website to any person, geographic region, or jurisdiction.

Limited License

Individuals may bookmark or link to any page within this website for personal use only. Linking in any other way is prohibited without Heartland’s express written consent.

Other users and sites may include a link to Heartland's homepage (heartlandadvisors.com) only and must deliver Heartland's homepage URL (heartlandadvisors.com) within that link. Linking to other content within Heartland's website is prohibited without Heartland's express written permission. This limited license expressly prohibits the framing of Heartland's content in any way, or by any other activity, that may create a misimpression or confusion among users with respect to sponsorship or affiliation.

Copyrights, Trademarks, and Restrictions on Use

Copyright © 2024 Heartland Advisors, Inc. All rights reserved. All content of this website, including but not limited to, text, graphics, audio clips, logos, buttons, images, digital downloads, data compilations, software, icons, HTML code, and XML code is owned or licensed by Heartland and is protected by applicable copyright, trademark, and/or other intellectual property laws. You may not:

  • Copy, display, reproduce, republish, upload, post, transmit, sell, decompile, disassemble, or otherwise distribute any of the pages, files, text, images, material, or other content of this website without Heartland’s express written consent.
  • Copy, modify, or display any Heartland name, logo, text, or images in any way without Heartland’s express written consent.
  • Modify or use the pages, text, images, material or other content from this website for any other purpose.
  • Remove or obscure any copyright, trademark, or other notices or legends contained in any such information.

Doing any of the foregoing is a violation of Heartland’s copyrights and other proprietary rights, which Heartland intends to defend as necessary and allowable under applicable law.  All rights not expressly granted herein are reserved by Heartland.

Prohibited Uses

Except as otherwise stated herein or as expressly authorized by Heartland in writing, you may not: (1) use this website to send or upload any material containing software, viruses or other codes, programs or files designed to interrupt, destroy, damage, or limit the functionality of any computer software, hardware, server, or telecommunications equipment or in any other manner that would interfere with or disrupt the website, (2) use this website in any manner that would interfere with another party’s use of the website; (3) include the term “Heartland Advisors”, “Heartland Funds”, “Heartland Group”, or any Heartland trademark or employee’s name, or any variation of the foregoing, as a meta-tag or hidden textual element; (4) use any robot, spider, intelligent agent, other automatic device, or manual process to search, monitor, or copy this website or the reports, data, information, content, software, products, services or other materials on, generated by or obtained from this website, whether through links or otherwise (collectively, “Materials”), provided that generally available third-party web browsers may be used without Heartland’s written permission; (5) use this website or the Materials in any manner that could create an impression of affiliation, sponsorship, or endorsement by Heartland; or (6) use the website in any manner that would constitute a violation of any applicable laws or regulations.

Information from Outside Sources and Third-Party Content

Heartland will not be responsible for the accuracy or completeness of any information provided by third-party sources, whether provided on this website, by a hyperlink on this website, or by a link from another website to this website.

No judgment or warranty is made with respect to the accuracy, timeliness, or suitability of the content of any site to which this site may link, including information on the site regarding this site; and Heartland takes no responsibility therefore. Heartland disclaims responsibility for the privacy policies and customer information practices of any third-party websites hyperlinked to or from this site. By providing access or information to other websites, Heartland is not recommending the purchase or sale of any stock issued by any company, nor is Heartland endorsing the services provided by any website’s sponsoring organization. Following links from and to this website is at your own risk.

User Accounts, Passwords & Security Notification

Certain areas of this website are password-protected and are only accessible to those who have a valid Heartland-issued password. You may not attempt to access any password-protected areas of the website without authorization. In the event you have been issued such a password, you acknowledge and agree that Heartland has granted you limited access to specific files and you agree not to attempt to access other computer files. Persons who have access to the password-protected area are responsible for maintaining the confidentiality and security of any account information, user names, and passwords. You should notify Heartland immediately if you become aware of any disclosure, loss, theft, or unauthorized use of your password.

By creating an account, the personal information provided shall be retained in a secure and confidential manner by Heartland Advisors. To revoke your consent to this information retention practice, contact Heartland by email


There are no implied or expressed warranties on the materials in this website. The materials are provided "as is." Heartland disclaims, to the fullest extent of the law, any warranty of any kind, whether express or implied, as to any matter whatsoever relating to this website including, without limitation, the implied warranties of merchantability, fitness for a particular purpose, or noninfringement. Use of this website or any service relating to a user's account(s) with Heartland offered through this website is at your own risk.

Heartland intends that the information contained in this website be accurate and reliable. However, errors sometimes occur. Heartland does not warrant the functions contained in the materials will be correct, accurate, reliable, uninterrupted or free of errors, that defects will be corrected, or that this site and the servers that make it available are free from viruses or other harmful components.

By using the Heartland website, you accept at your own risk that the Internet and online communications medium may not perform as intended despite the efforts of Heartland, your internet service provider, and you. You, and not Heartland, assume the entire costs of all necessary servicing, repair, or correction of your property or operations as a result of using this website.

If you live in a state that does not allow disclaimers of implied warranties, Heartland's disclaimer may not apply to you. However, Heartland disclaims all implied warranties to the fullest extent allowed by applicable law.

Limitation of Liability

In no event will Heartland or its representatives be liable for any direct, indirect, incidental, special, consequential, or exemplary damages, including but not limited to, damages for loss of profits, revenue, income, goodwill, use, data, or other intangible losses, resulting from any use of, or the inability to use, the materials on this site, even if Heartland or an authorized representative of Heartland has been advised of the possibility of such damages. Heartland and its affiliates are not liable for damages or injury, including, but not limited to, damages or injury caused by any performance, failure of performance, error, omission, interruption, deletion, defect, delay in operation or transmission, computer virus, communications line failure, theft or destruction, or unauthorized access to, alteration of, or use of information, whether resulting, in whole or in part, from breach of contract, tortious behavior, negligence, or otherwise. If you live in a state that does not allow the limitation or exclusion of liability or incidental or consequential damages, the above limitation or exclusion may not apply to you. However, in such circumstances, the liability of Heartland or any representative is limited to the greatest extent allowable under applicable law in such jurisdictions. In no event shall Heartland's total liability to you for damages, losses, and causes of action exceed the amount paid by you, if any, for accessing the Heartland website.

Heartland is not responsible for the means you use to access this website, including your hardware, software, the Internet, your Internet Service Provider, and other third-parties involved in connecting you to this website. In addition, you are responsible for your Internet settings to ensure you are receiving the most recent data available. Heartland disclaims any responsibility for any damages caused by third-parties to you through the use of this website, whether intentional or unintentional. For example, you understand that hackers could breach Heartland’s security procedures, and Heartland will not be responsible for any related damages.


As consideration for access to this website, you agree to indemnify, defend, and hold harmless Heartland, its affiliates, and the officers, directors, employees, and agents of Heartland and its affiliates, from and against any and all claims, liabilities, damages, losses, or expenses, including attorney’s fees and costs, arising out of or in any way connected with your access to or use of this website or any decisions that you make based on the contents of this website.

Use of Cookies

Heartland uses cookies in our email marketing and on our website. These tools collect standard internet log information and visitor behavior information. Doing so does not compromise your privacy or security, but can help improve your Heartland website experience. 

You may be able to have your computer warn you each time a cookie is being sent, or you may be able to turn off all cookies. You should be able to do this through your browser (e.g., Google Chrome, Safari, Firefox, Internet Explorer, etc.) settings. Each browser is different, so review your browser’s help menu to learn the correct way to modify your settings. Some features on the internet sites you visit may not be available if you choose to disable cookies.

To withdraw your consent to Heartland’s cookie policy, or to revoke consent for Heartland to retain information through email marketing and its website, contact us by email.

Privacy Policy

Please visit our Privacy Policy for more detailed information.


Either party may terminate this Agreement at any time. Heartland will terminate this Agreement immediately without notice if, in Heartland's sole judgment, you fail to comply with any terms or provision of this Agreement. Upon termination, you must destroy all materials, documents, and copies obtained from this website and all copies of those materials, whether or not they were made under the terms of this Agreement. You agree that Heartland shall not be liable to you or any third-party for any termination of your access to this website.

Jurisdictional Issues and Applicable Law

Unless otherwise specified, Heartland operates this site from its offices within the State of Wisconsin, United States of America. Heartland makes no claims that materials in this site are appropriate or available for use in locations other than Wisconsin. If you choose to access this site from other locations, you do so on your own initiative, and you are solely responsible for compliance with any local laws. Information from this website must not be used in any jurisdiction where prohibited by law and must not be used in a way that would be contrary to local law or legislation. In addition, you agree to comply with all applicable laws, rules, codes, and regulations regarding the transmission of technical data exported from the United States.

This Agreement, your rights and obligations, and all actions contemplated by this Agreement, shall be governed by the laws of the State of Wisconsin, without regard to conflict of law principles, as if this Agreement were a contract wholly entered into and wholly performed in Wisconsin. The courts of the State of Wisconsin shall have exclusive jurisdiction to settle any dispute that may arise out of, under, or in connection with this Agreement, and you consent and submit to the personal jurisdiction of those courts for the purposes of litigating any such action.

Severability and Integration

This Agreement is personal to you, and you may not assign your rights or obligations to anyone. This Agreement represents the entire Agreement between Heartland and you regarding the subject matter herein. If any provision in this Agreement is held to be invalid or unenforceable under applicable law, the remaining provisions will continue in full force and effect.


The use of headings in this Agreement are for convenience of reference only and do not constitute a part of Agreement.

Last Modified: December 2022

©2024 Heartland Advisors | 790 N. Water Street, Suite 1200, Milwaukee, WI 53202 | Business Office: 414-347-7777 | Financial Professionals: 888-505-5180 | Individual Investors: 800-432-7856