Disclosure

The Fiduciary Group, LLC (“TFG” or the “Firm”) is an SEC registered investment adviser.

TERMS OF USE

Welcome! Thank you for visiting our web site (the “Site”).

Please carefully review the following Terms of Use (“Terms of Use”) before continuing on the Site. These Terms of Use constitute a legal document that governs your use of the Site and any material contained on the Site. By using the Site, you agree to and accept these Terms of Use. If you do not agree with any of these Terms of Use and/or do not wish to be bound by them, please exit the Site and do not use the Site in the future.

TFG may, at any time, modify, change or add to these Terms of Use, and any such modifications, changes or additions will be effective immediately upon posting on the Site. TFG suggests that you periodically check these Terms of Use for modifications, changes or additions. Your continued use of the Site following the posting of any modification, change or addition signifies your acceptance of same. The Site is intended for use only by visitors who are located in the United States.

OWNERSHIP OF THE SITE

The Site and all of its contents (including, but not limited to, text, graphics, audio clips, logos, buttons, images, downloads, data compilations, software, icons, html codes and xml codes), as well as all copyright, trademark and other rights therein, are owned by TFG or its third-party information providers and are protected by United States and international intellectual property laws.

YOUR RIGHT TO USE THE SITE

TFG grants you a limited, non-transferable right to view, store, bookmark, download and print pages of the Site solely for your personal, non-commercial purposes, provided that if you copy any materials from the Site, you must not remove any copyright or other proprietary notices from such copies.

You may not make any use of the Site other than as permitted by the preceding sentence. Without limitation, you may not copy, distribute or otherwise use any of the contents of the Site for nonpersonal or commercial purposes. You may not place a link to the Site on any other web site or frame the Site within another web site without our prior, written permission. Also, you may not interfere or attempt to interfere with the proper operation of the Site, including through the use of any device, software or routine, or access or attempt to gain access to any data, files or passwords related to the Site through hacking, password mining or any other means.

TFG reserves the right, in our sole and unreviewable discretion, to suspend, discontinue, modify or restrict the use and availability of the Site or any portion thereof, at any time without notification to you or any third party.

NO ADVISORY SERVICES

Information posted on this site is for informational purposes only and does not constitute investment advice. Investing carries the risk of loss, including the loss of principal.

Although TFG may provide data, information, and content relating to financial planning, tax planning, estate planning, and other wealth management topics, you should not construe any such information as tax, legal, or investment advice. All illustrations are for informational purposes only, and any performance returns referenced are based on past performance and in no way represent a guarantee of future results. You are responsible for evaluating the information provided to you and any risk and reward associated with the material before making any decision based on data, information, and content on the Site. You acknowledge and agree that TFG is not acting in any fiduciary capacity, nor is any fiduciary relationship created, as a result of your use of, or access to, the Site.

LINKS TO THIRD-PARTY WEB SITES

The Site may contain links to third-party web sites. Any such links are provided for your convenience only. TFG does not, directly or indirectly, control the companies that provide or operate those web sites, and TFG is not responsible for their practices (including, but not limited to, their privacy practices). TFG does not make any representations with respect to the contents of any third-party sites or any products, services or information offered on those sites.

DISCLAIMER OF WARRANTY

TFG is providing access to the Site and its contents as a convenience to you. The Site and its contents are provided “AS IS.”

All Site content is presented only as of the date published or indicated, and may be superseded by subsequent market events or for other reasons. In addition, you are responsible for ensuring that the cache settings on your browser are set to allow you to receive the most recent Site content.

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If you’re seeking a partner who measures success in decades, not quarters, we’d welcome the opportunity to connect.

The Fiduciary Group, LLC (“TFG”) is registered with the United States Securities and Exchange Commission as an investment adviser. Brokerage and investment advisory services and fees differ and it is important for you to understand the differences between them. Free and simple tools are available to research firms and financial professionals at Investor.gov/CRS, which also provides educational materials about broker-dealers, investment advisers, and investing.

TFG primarily provides wealth management services to high-net-worth individuals and families, and investment management services for trusts, estates, pension, 401(k) and profit-sharing plans, nonprofit organizations, and other legal entities. Where requested, the principals of TFG accept appointments in their individual capacity as trustee, executor, and/or power of attorney

We offer a wide range of wealth management services to our clients who own separately managed accounts. We work with each client to establish an appropriate investment policy statement (IPS) based on the client’s objectives, unique circumstances, time horizon, and risk tolerance. We generally invest client assets in domestic and international stocks, bonds, mutual funds, and exchange traded funds (“ETFs”).

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