Important Information about this Website
By using this website, you agree to accept such conditions and qualifications:
This website is not a solicitation for services: The materials in this website should not be considered an offer or solicitation to buy or sell securities, nor shall any such security be offered or sold to any person in any jurisdiction in which such an offer, solicitation, purchase or sale would be unlawful under the securities laws of the jurisdiction. Products and services mentioned on this site may not be available in all states and are subject to change without notice. Capital Advisors, Ltd. may only transact business in those states in which it is registered, or qualifies for an exemption or exclusion from registration requirements. The Capital Advisors, Ltd. website is limited to the dissemination of general information pertaining to its advisory services, together with access to additional investment-related information, publications, and links. Accordingly, the publication of material from the Capital Advisors, Ltd. website on the Internet should not be construed by any consumer and/or prospective client as a solicitation by Capital Advisors, Ltd. to effect, or attempt to effect transactions in securities, or the rendering of personalized investment advice for compensation, over the Internet. Any subsequent, direct communication by Capital Advisors, Ltd. with a prospective client shall be conducted by a representative that is either registered or qualifies for an exemption or exclusion from registration in the state where the prospective client resides.
The offering of Securities and Investment Advisory Services is limited to prospects and clients from States where Capital Advisors, Ltd. is registered. For information pertaining to the registration status of Capital Advisors, Ltd., please contact the SEC or the state securities regulators for those states in which Capital Advisors, Ltd. maintains a notice filing. No offers may be made or accepted from any resident outside the current list of states.
All content of this site is for informational purposes only and by no means is meant to constitute a complete description of the investment services or performance of Capital Advisors, Ltd. Materials presented in this website, or any linked website, are believed to be from reliable sources, but we make no representations or guarantees as to the accuracy or completeness. Moreover, no client or prospective client should assume that any such discussion serves as the receipt of, or a substitute for, personalized advice from Capital Advisors, Ltd. or from any other investment professional. Capital Advisors, Ltd. is neither a law firm nor accounting firm, and no portion of the website content should be interpreted as legal, accounting or tax advice.
Any information sent to this firm via e-mail or through the website is not encrypted. Viewing or transmission of information from this website does not create an advisory relationship between you and this firm, nor is it intended to do so. The only personal information we will obtain from you when you visit our site is the information you voluntarily provide. Example may include a request for a quote, or providing an e-mail address when contacting us. We do not sell or disclose any non-public information for marketing purposes outside our firm.
IRS Circular 230: The information contained herein does not constitute investment, financial, tax or legal advice. Further, this information is general in nature and is not intended to be reflective of any specific plan. Please contact your personal investment, financial, tax or legal advisor regarding your specific needs and situation. In compliance with IRS Circular 230, we inform you that any U.S. federal tax advice contained in this document is not intended or written to be used, and cannot be used, for the purpose of (i) avoiding penalties under the Internal Revenue Code, or (ii) promoting, marketing, or recommending to another party any transaction or matter that is contained in this document
Important information about professional credentials
Because of systematic limitation of the internet, this website may communicate information about credentials that are not approved in all states or jurisdictions. We remind clients that although a credential may represent the evidence of an ethics certification and ongoing educational efforts by a representative, no credential can guarantee that a representative is the best advisor for you. Before doing business with any investment professional, all investors should check with their state securities and insurance regulators to determine whether the individual is properly licensed and if there have been any complaints or disciplinary problems involving them or their firm. All potential investors can check the status and disciplinary history of any registered representative with FINRA at: http://www.finra.org/InvestorInformation/InvestorProtection/InvestorAlerts/index.htm.
Investors can also check information regarding any Registered Investment Advisors by either requesting from that Registered Investment Advisor a copy of their Form ADV or by obtaining a copy of Form ADV on the Internet from the SEC. An investor is encouraged to request all applicable reports from an advisor, with the expectation of full disclosure, before services are engaged and any personal information is provided.
Important reminder about investing in any security
The investor is advised to carefully read the prospectus and consider the investment objectives, risks, charges and expenses of the investment company before investing. The prospectus contains this and other important information about the investment company. An investor may obtain a prospectus by contacting their advisor or the specific investment company. For the fund's most recent performance data, please contact the fund firm or your advisor. Information presented represents past performance. PAST PERFORMANCE IS NO GUARANTEE OF FUTURE RESULTS. Investment return and principal value of an investment will fluctuate; so that an investor's shares, when redeemed, may be worth more or less than their original cost; current performance may be lower or higher that the performance data quoted. All funds are subject to market risk. No investment strategy or allocation can guarantee a profit or protect against a loss in a declining market.
Rankings and/or recognition by unaffiliated rating services and/or publications should not be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results if Capital Advisors, Ltd. is engaged, or continues to be engaged, to provide investment advisory services, nor should it be construed as a current or past endorsement of Capital Advisors, Ltd. by any of its clients. Rankings published by magazines, and others, generally base their selections exclusively on information prepared and provided by the recognized advisor.
Each client and prospective client agrees, as a condition precedent to his/her/its access to the Capital Advisors Ltd. website, to release and hold harmless Capital Advisors, Ltd. its officers, directors, owners, employees and agents from any and all adverse consequences resulting from any of his/her/its actions and/or omissions which are independent of his/her/its receipt of personalized individual advice from Capital Advisors, Ltd.
Advisory Services offered through Capital Advisors, Ltd., LLC, Capital Analysts, or Lincoln Investment, Registered Investment Advisors. Securities offered through Lincoln Investment , Broker Dealer, Member FINRA / SIPC . Capital Advisors, Ltd., LLC and the above named firms are independent, non-affiliated entities.
Lincoln Investment and Capital Analysts are registered as investment advisers with the U.S. Securities and Exchange Commission and Lincoln Investment is registered as a broker/dealer in all 50 states. Lincoln Investment, Capital Analysts and its Financial Representatives may only transact business in a particular state if first registered and only after complying with registration requirements.