Important Disclosure Information
Court Investment Services, a dba of SilverOak Investments, LLC (“CIS”), is a registered investment adviser with the SEC; however, such registration does not imply a certain level of skill or training. CIS’s web site 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 CIS’s web site on the Internet should not be construed by any consumer and/or prospective client as CIS‘s solicitation 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 CIS 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. For information pertaining to the registration status of CIS, please contact the SEC or the state securities regulators for those states in which CIS maintains a notice filing. A copy of CIS’s current written disclosure statement discussing CIS‘s business operations, services, and fees is available from CIS upon written request. CIS 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 CIS web site or incorporated herein, and takes no responsibility therefore. All such information is provided solely for convenience purposes only and all users thereof should be guided accordingly.
Please remember that 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 CIS), will be profitable or equal any historical performance level(s).
Certain portions of CIS’s web site (i.e. newsletters, articles, commentaries, etc.) may contain a discussion of, and/or provide access to, CIS (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, such discussion may no longer be reflective of current position(s) and/or recommendation(s). Moreover, no client or prospective client should assume that any such discussion serves as the receipt of, or a substitute for, personalized advice from CIS, or from any other investment professional. CIS is neither an attorney nor an accountant, and no portion of the web site content should be interpreted as legal, accounting or tax advice.
To the extent that any client or prospective client utilizes any economic calculator or similar interactive device contained within or linked to CIS’s web site, the client and/or prospective client 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 CIS, or from any other investment professional.
Each client and prospective client agrees, as a condition precedent to his/her/its access to CIS’s web site, to release and hold harmless CIS, 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 CIS.
ANY QUESTIONS: SilverOak Investments LLC DBA Court Investment Service’s Chief Compliance Officer remains available to address any questions that a client or prospective client may have regarding the above.
