Terms & Conditions

This page outlines important legal and regulatory information related to the LocalTrust Texas website and investment pools. Please review these details to understand how LocalTrust operates and what applies to participants.

 

Informational Use
The content provided on this website is for informational purposes only. It does not constitute investment advice, an offer, or a solicitation to buy or sell any security. Participation in LocalTrust Texas is limited to eligible entities as defined by the Texas Public Funds Investment Act.

 

Eligibility
LocalTrust Texas investment pools are available exclusively to Texas governmental entities, including counties, cities, towns, school districts, special districts, and other political subdivisions authorized under state law.

 

Investment Risk
Investment products offered through LocalTrust Texas are subject to market risk, including possible loss of principal. Past performance does not guarantee future results.
Investment products are: NOT FDIC INSURED | NO BANK GUARANTEE | MAY LOSE VALUE

 

Accuracy of Information
While we strive to provide accurate and timely information, LocalTrust Texas does not guarantee that all content is error-free or up-to-date. We reserve the right to update or modify content at any time without prior notice.

 

Third-Party Links
This website may include links to third-party sites for convenience. LocalTrust Texas does not control or endorse these sites and is not responsible for their content, security, or privacy practices.

 

Intellectual Property
All content, logos, and trademarks on this site are the property of LocalTrust Texas or its affiliates and may not be used without prior written consent.

 

Regulatory Disclosures
LocalTrust Texas investment pools are administered by BOK Financial Securities, Inc., member FINRA/SIPC and an SEC-registered investment adviser. Investment advisory services are provided by Cavanal Hill Investment Management, Inc., an SEC-registered investment adviser and wholly-owned subsidiary of BOKF, NA, which is a wholly-owned subsidiary of BOK Financial Corporation.
BOK Financial® is a trademark of BOKF, NA. Member FDIC.

 

Governing Law
These Terms & Conditions are governed by the laws of the State of Texas.