This website is for informational purposes only and does not constitute a complete description of our investment services or performance. This website is in no way a solicitation or offer to sell securities or investment advisory services except, where applicable, in states where we are registered (Lousiana and Texas) or where an exemption or exclusion from such registration exists. Information throughout this site, whether stock quotes, charts, or articles, or any other statement or statements regarding market or other financial information, is obtained from sources which we believe to be reliable, but we do not warrant the accuracy or timeliness of the information. Nothing on this website should be interpreted to state or imply that past results are an indication of future performance. Nor should anything in this website be interpreted to state or imply that the firm provides tax or legal advice to its clients. Neither we nor our information providers shall be liable for any errors or inaccuracies, regardless of cause, or the lack of timeliness of, or for the delay or interruption in the transmission thereof to the user. There are no warranties, express or implied, as to accuracy, completeness, or results obtained from any information posted on this or any linked website.
To determine if our strategies are appropriate for you, your objectives and circumstances must be evaluated. There are risks involved with investing, including possible loss of principal. Diversification may not protect against these risks.
During the course of business with the firm, our clients share personal and financial information with us. We treat the information as strictly confidential and recognize the importance of protecting access to it. No client information is made available to any third party for the purpose of solicitation. Furthermore, the firm does not disclose client information to nonaffiliated third parties – such as tax preparers, legal representatives or bank officers – without a specific client request or without obtaining prior permission from a client. Client information may be viewed by government agencies during routine investment adviser examinations, or when required by law. We maintain physical, electronic and procedural safeguards to protect client information. Within the firm, access to such information is limited to those who need it to perform their jobs and will be held in strict confidence.