IMPORTANT DISCLOSURE INFORMATION
This website (“Website”) is a publication of Column Capital Advisors, LLC (“CCA”), which is a registered investment adviser with a principal office in Indianapolis, IN. Registration as an investment adviser is not an endorsement by securities regulators and does not imply that CCA has attained a certain level of skill, training, or ability. This Website is limited to the dissemination of general information pertaining to CCA’s advisory services, together with access to additional investment-related information, publications, and links. Accordingly, the publication of this Website should not be construed as CCA’s solicitation to effect, or attempt to effect transactions in securities, or the rendering of personalized investment advice over the Internet. Any subsequent, direct communication by CCA with a prospective client shall be conducted by a representative that is registered or qualifies for an exemption or exclusion from registration as applicable. Each user of this Website (“User”) is encouraged to obtain a copy of CCA’s current written disclosure statement discussing CCA’s business operations, services, fees, and applicable conflicts of interest, which is available from CCA upon request or by searching for CCA at the following link: www.adviserinfo.sec.gov.
All materials contained in this Website are protected by United States copyright law and may not be reproduced, distributed, transmitted, displayed, published, or broadcast without the prior written permission of CCA. Users may not alter or remove any trademark, copyright or other notice from copies of the content.
Except as prohibited by law, and as a condition precedent to accessing this Website, each User agrees to release and hold harmless CCA, its members, managers, officers, directors, owners, employees, agents, and affiliates from any and all adverse consequences resulting from any actions or omissions that are independent of receiving personalized individual advice from CCA. The preceding sentence shall not limit or waive any applicable User rights under federal or state law, including securities laws and fiduciary obligations that cannot be limited or waived.
Any hyperlinks on this Website are provided as a convenience. CCA does not make any representations or warranties as to the accuracy, timeliness, suitability, completeness, or relevance of any information prepared by any unaffiliated third party, whether linked to the Website or incorporated herein, and takes no responsibility for the same. All such information is provided solely for convenience, educational, and informational purposes only, and all Users are guided accordingly.
To the extent that any User accesses any economic calculator or similar interactive device contained within or linked to the Website, the User acknowledges and understands that the information resulting from the use of any such calculator/device, is not, and should not be construed, in any manner whatsoever, as the receipt of, or a substitute for, personalized individual advice from CCA, or from any other investment professional.
Past performance is not indicative of future results. Different types of investments involve varying degrees of risk, and there can be no assurance that the future performance of any specific investment or investment strategy (including those undertaken or recommended by CCA), will be profitable or equal any historical performance level. All investment strategies have the potential for profit or loss. Investment strategies such as asset allocation, diversification, and rebalancing do not assure or guarantee better performance and cannot eliminate the risk of investment losses. There are no guarantees that a portfolio employing these or any other strategy will outperform a portfolio that does not engage in such strategies. Any target referenced on this Website is not a prediction or projection of actual investment results and there can be no assurance that any target will be achieved. Changes in investment strategies, contributions or withdrawals may materially alter the performance of an individual’s portfolio. Historical performance results for investment indexes and/or categories generally do not reflect the deduction of transaction and/or custodial charges, or the deduction of an investment-management fee, which would decrease historical performance results. Economic factors, market conditions, and investment strategies will affect the performance of any portfolio and there are no assurances that it will match or outperform any particular benchmark. Projections, forecasts and estimates referenced on the Website are not purely historical in nature and are therefore necessarily speculative and subject to material variation.
Any index performance data appearing or referenced on the Website has been compiled by the respective copyright holders, trademark holders, or publication/distribution right owners of each index for comparison purposes only. CCA makes no warranty, express or implied, for any decision taken by any party in reliance upon such indices. Investors cannot invest directly in an index.
Certain portions of the Website (e.g., newsletters, articles, videos, audio files, commentaries, indexes, etc.) may contain a description of, and/or provide access to CCA’s (and those of other investment and non-investment professionals) positions and/or recommendations as of a specific prior date. Due to various factors, including changing market conditions, this description may no longer be reflective of current positions and recommendations. While information presented is believed to be factual and up-to-date, CCA does not guarantee its accuracy and it should not be regarded as a complete analysis of the subjects discussed. All expressions of opinion reflect the judgment of the authors as of the date of publication and are subject to change. No User should assume that any such discussion serves as the receipt of, or a substitute for, personalized advice from CCA or from any other investment professional. Users should not use any Website content as the sole basis for any investment decisions. Rather, a professional adviser should be consulted and/or independent due diligence should be conducted before implementing any of the options referenced in the Website content. CCA is neither a law firm nor an accounting firm. The tax and estate planning information provided is general in nature. It is provided for informational purposes only, and should not be construed as legal or tax advice. Users, clients, and prospective clients should consult an attorney or tax professional regarding their specific legal or tax situation.
Photos and images on this Website are not of past or present clients of CCA. These photos should not be construed as an endorsement of CCA or its representatives by any client.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, Certified Financial Planner™ and federally registered CFP (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
Any awards, rankings, ratings, and/or recognition by unaffiliated rating services and/or publications are not indicative and should not be construed as a guarantee of CCA’s future performance or its clients’ investment success. Rankings published by unaffiliated rating services and/or publications are generally based on information prepared and/or submitted by the recognized adviser. Please refer to the specific disclosures below for more information about awards, rankings, ratings, and/or recognition.
With respect to references on this Website or in other CCA publications to the 2021-2022 “Advisory HQ Top Rated Financial Advisory Firm”, which is provided to the best of CCA’s knowledge:
Advisory HQ is not affiliated with CCA. AdvisoryHQ uses a multi-step selection methodology for identifying, researching, and generating its list of top ranked firms. AdvisoryHQ’s review and ranking articles are always 100% independently researched and objectively written. Firms do not pay for their ranking. In fact, most firms do not even realize that they are being reviewed and ranked by AdvisoryHQ until after their reviews have been completed and published to the public.
Below is a step-by-step overview of AdvisoryHQ’s methodology process.
Step 1: Using publicly available sources, AdvisoryHQ identifies a wide range of firms that are providing services in a designated area (city, state, or local geographic location).
Step 2: AdvisoryHQ’s review team then applies initial methodology filters to narrow down the list of identified firms/products. These filters include company strengths, trustworthiness, transparency, professional reputation, managed asset, ROI/ROA effectiveness, fee structure, what customers/clients are saying about the organization, and many more.
Step 3: After trimming down the initial list, AdvisoryHQ then conducts a deep-dive assessment of the remaining firms. The award criteria takes into account a range of factors, including experience level, level of customization, site quality, resources, features, range of provided services, innovation, value-added, and many more factors, to build up a broad picture of what each firm or product has to offer, before the final selection process occurs.
Step 4: Based on the results of the performed assessment, AdvisoryHQ’s research and selection team then finalizes the list of entities that make it into its top rated publications, which are then published to the general public.