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Disclosures

The information provided on this website is for informational purposes only and should not be construed as investment advice or a recommendation to buy, sell, or change any securities or investment strategy. Investment decisions should be made only after careful consideration and consultation with a qualified financial professional.

 

Investment Risk
Investing in Texas LocalTrust involves risk, including the possible loss of principal. There is no assurance that any investment objective will be achieved. Past performance is not indicative of future results. Market conditions, interest rates, and other economic, political, or financial factors may affect performance.

 

Not a Bank / No Insurance
Texas LocalTrust is not a bank. Investments in Texas LocalTrust are not insured or guaranteed by the Federal Deposit Insurance Corporation (FDIC), the State of Texas, or any other government agency.

 

Stable Net Asset Value
Although certain funds seek to maintain a stable net asset value (NAV), there is no guarantee that they will do so. When you redeem shares, they may be worth more or less than the original purchase price.

 

Risks
Please refer to the Information Statement for additional details regarding investment risks. All investments involve risk, including, but not limited to, the following:

  • Interest Rate Risk: Prices of fixed-income securities may fluctuate with changes in interest rates.
  • Credit Risk: Issuers may fail to meet payment obligations.
  • Liquidity Risk: Certain securities may be difficult to sell quickly at or near fair value.
  • Market Risk: Securities values may rise or fall unpredictably.
  • Issuer Risk: Value may decline due to factors specific to the issuer.

 

Accuracy of Information
All information is believed to be accurate but is not guaranteed. Data may be unaudited and subject to change without notice. Information provided should not be used for making investment decisions.

BOK Financial Capital Markets is registered with the Office of the Comptroller of the Currency (OCC) and the Municipal Securities Rulemaking Board (MSRB). An investor brochure is available on the MSRB website at www.msrb.org, which describes the protections that may be provided by the MSRB rules and how to file a complaint with an appropriate regulatory authority.