Legal Disclaimer

12/01/2018

This web site is for informational purposes only and does not constitute a complete description of our investment services or performance. This web site is in no way a solicitation or offer to sell securities or investment advisory services except, where applicable, in states where we are registered or where an exemption or exclusion from such registration exists. The products and/or services described by this web site are intended to be made available only to persons residing in the United States. This web site should not be considered a solicitation or an offering of any of Oak City Consulting’s products and/or services to investors residing outside the U.S. Information throughout this site, whether stock quotes, charts, articles, or any other statement or statements regarding market or other financial information, is obtained from sources which we, and our suppliers, believe to be reliable, but we do not warrant or guarantee the timeliness or accuracy of this information. Nothing on this web site should be interpreted as stating or implying that past results are an indication of future performance. 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 any delay or interruption in the transmission thereof to the user. THERE ARE NO WARRANTIES, EXPRESSED OR IMPLIED, AS TO THE ACCURACY OF, COMPLETENESS OF, OR RESULTS OBTAINED FROM ANY INFORMATION POSTED ON THIS OR ANY LINKED WEB SITE.

Oak City Consulting, LLC is registered with the U.S. Securities and Exchange Commission as an investment adviser under the U.S. Investment Advisers Act of 1940, as amended. Oak City Consulting provides investment advisory services to advisory clients, which include institutional investors. This website is intended solely to provide information regarding Oak City Consulting’s capabilities for prospective investors and is not an offer to sell to any person, or a solicitation from any person of an offer to buy, any securities.

Oak City Consulting believes in broader responsible investing – whereby increasing numbers of people wish to see their values reflected in their investment portfolio – that encompasses strong corporate governance, environmental stewardship and societal good. These are areas we consider unharmful to investors. Important resources in this regard are the investment literature associated with each fund, Prospectus and (if applicable), etc.  

Past performance is not a reliable guide to future returns. This website is not personal advice based on your circumstances. Investment decisions in fund and other collective investments should only be made after reading the key information and investment documents including a Prospectus. If you are unsure of the suitability of your investment please seek professional advice.