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Christian Investment Advisors Form ADV /Privacy Policy Disclosure

Christian Investment Advisors ADV June 3, 2020

Christian Investment Advisors Financial Planning Services Agreement

Christian Financial Advisors Financial Planning Agreement

Christian Investment Advisors Investment Advisory Agreement

Christian Financial Advisors Investment Advisory Agreement

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Christian Financial Advisors is headquartered in Central Texas and serves clients nationwide with an office in New Braunfels, Texas. Our focus is guiding you toward your financial goals by integrating Christian-based advice into financial planning, retirement planning and investment management.

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© Copyright 2024 Christian Investment Advisors Inc. All Rights Reserved. View our Privacy Policy.

Investment advisory services offered through Christian Investment Advisors Inc dba Christian Financial Advisors^® (herein referred to as “Advisor”), a Registered Investment Advisor registered with the SEC. Registration as an investment adviser does not imply a certain level of skill or training.

Advisor and its representatives are in compliance with the current filing requirements imposed upon registered investment advisors by those jurisdictions in which Advisor maintains clients. Advisor may only transact business in those states where it is registered or qualifies for an exemption or exclusion from registration requirements. Advisor’s website is limited to disseminating general information about its advisory services and access to additional investment-related information, publications, and links. Accordingly, the publication of Advisor’s website on the Internet should not be construed by any consumer and/or prospective client as Advisor’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 Advisor 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 about the registration status of Advisor, please contact the SEC, FINRA, or the state securities regulators for those states in which Advisor maintains a filing.

A copy of Advisor’s current written disclosure statement discussing Advisor’s business operations, services, and fees is available from Advisor upon written request. Advisor does not make any representations or warranties regarding the accuracy, timeliness, suitability, completeness, or relevance of any information prepared by any unaffiliated third party, whether linked to Advisor’s website or incorporated herein and takes no responsibility, therefore. 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 the future performance of any specific investment or investment strategy (Including the investments and/or investment strategies recommended or undertaken by Advisor) made reference to directly or indirectly by Advisor on its website or indirectly by a link to an unaffiliated third party website, 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.

Certain portions of Advisor’s website (i.e. newsletters, articles, commentaries, etc.) may contain a discussion of, and/or provide access to, Advisor’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 Advisor or any other investment professional. Advisor is neither an attorney nor an accountant, and no portion of the website 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 Advisor’s website, 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 Advisor, or any other investment professional.

Advisor may provide links from this Site to a non- Advisor Website or permit a link from a non- Advisor Website to this Site. Such links are for your convenience only and do not imply any affiliation with or an endorsement, authorization, sponsorship, or promotion of the non- Advisor website or its owner. Advisor does not control or review any link and accepts no responsibility for the content, products, or services provided at these linked websites. If you decide to access such non- Advisor Websites, you do so solely at your own risk, and you should be aware that non- Advisor websites are governed by their own terms and conditions and privacy policies. Links to this site may be made only with the permission of Advisor. A link to this Site may be permitted at Advisor’s discretion, where, without limitation, such link (a) is to this site’s homepage, (b) clearly informs users that the link is to the Advisor’s Website, (c) does not imply any affiliation, endorsement, sponsorship or other relationship between the link Advisor Website or the Website owner and Advisor, (d) delivers this site’s Content without framing, or similar environment, and (e) maintains the integrity of this site’s layout, content and look and feel. Advisor reserves the right in its sole discretion to refuse permission or to cancel permission to link to this site at any time.

Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization’s initial and ongoing certification requirements to use the certification marks.

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