| Quantifying goals, crafting a long-term plan, funding the plan with a long-term portfolio | 20% |
| Coaching clients to continue working their plan through many fads and fears of investing | 80% |
| Analyzing/interpreting the economy and current events | 0% |
| Timing the market, calling tops and bottoms | 0% |
| Identifying consistently top-performing investments | 0% |
| Total | 100% |
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Abel Hall is a registered investment advisor located in Louisiana. Abel Hall and its representatives are in compliance with the current filing requirements imposed upon registered investment advisors by those jurisdictions in which Abel Hall maintains clients. Abel Hall may only transact business in those states in which it is registered, or qualifies for an exemption or exclusion from registration requirements. Abel Hall’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 Abel Hall’s web site on the Internet should not be construed by any consumer and/or prospective client as Abel Hall’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 Abel Hall 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 Abel Hall, please contact the SEC, FINRA or the state securities regulators for those states in which Abel Hall maintains a filing. A copy of Abel Hall’s current written disclosure statement discussing Abel Hall’s business operations, service, and fees is available from Abel Hall upon written request. Abel Hall 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 Abel Hall’s web site or incorporated herein, and takes no responsibility therefor. All such information is provided solely for convenience purposes only and all users thereof should be guided accordingly. Past performance may not be indicative of future results. Therefore, no current or prospective client should assume that future performance of any specific investment or investment strategy (including the investments and/or investment strategies recommended or undertaken by Abel Hall) made reference to directly or indirectly by Abel Hall in its web site, or indirectly by a link to an unaffiliated third party web site, will be profitable or equal the corresponding indicated performance level(s). Different types of investments involve varying degrees of risk, and there can be no assurance that any specific investment will either be suitable or profitable for a client or prospective client’s investment portfolio. Historical performance results for investment indices and/or categories generally do not reflect the deduction of transaction and/or custodial charges, the deductions of an investment management fee, nor the impact of taxes, the incurrence of which would have the effect of decreasing historical performance results. Certain portions of Abel Hall’s web site (i.e. newsletters, articles, commentaries, etc.) may contain a discussion of, and/or provide access to, Abel Hall’s (and those of other investment and non-investment professionals) positions and/or recommendations 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 recommendations(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 Abel Hall, or form any other investment professional. Abel Hall 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 device contained within or linked to Abel Hall’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 Abel Hall, or from any other investment professional.
Securities offered through Level Four Financial, LLC, a registered broker dealer and member of FINRA/SIPC and an SEC-registered investment adviser. Advisory Services are offered through Abel Hall, LLC. Level Four Financial, LLC and Abel Hall, LLC are separate entities.
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