Segment Wealth Management, LLC (“Company”) is an SEC registered investment adviser located in Houston, Texas.  A copy of the Company’s current written disclosure Brochure discussing our advisory services and fees continues to remain available upon request.

The Segment may only transact business in those states in which it is registered, or qualifies for an exemption or exclusion from registration requirements. The Segment’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 the Segment’s web site on the Internet should not be construed by any consumer and/or prospective client as Segment’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 the Segment 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.  A copy of the Segment’s current written disclosure Brochure and Form CRS discussing the Segment’s business operations, services, and fees is available on this web site and/or from Segment upon written request. The Segment 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 the Segment’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.

Please remember that different types of investments involve varying degrees of risk, and there can be no assurance that the future performance of any specific investment or investment strategy (including those undertaken or recommended by the Segment), will be profitable or equal any historical performance level(s). Neither the Segment’s investment adviser registration status, nor any amount of prior experience or success, should be construed that a certain level of results or satisfaction will be achieved if the Segment is engaged, or continues to be engaged, to provide investment advisory services. The Segment registration status does not imply a specific level of skill or training.

Certain portions of the Segment’s web site (i.e., newsletters, articles, commentaries, etc.) may contain a discussion of, and/or provide access to, the Segment (and those of other investment and non-investment professionals) positions and/or recommendations as 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 recommendation(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 Segment, or from any other investment professional. The Segment is neither an attorney nor an accountant, and no portion of the web site content should be interpreted as legal, accounting or tax advice.

Please Note: Limitations. Neither rankings nor recognitions by unaffiliated rating services, publications, media, or other organizations,  nor the achievement of any professional designation, certification, degree, or license, membership in any professional organization, or any amount of prior experience or success, should be construed by a client or prospective client as a guarantee that the client will experience a certain level of results if the investment professional or the  investment professional’s firm is engaged, or continues to be engaged, to provide investment advisory services.

To the extent that any client or prospective client utilizes any economic calculator or similar interactive device contained within or linked to Segment’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 the Segment, or from any other investment professional.

Each client and prospective client agrees as a condition precedent to his/her/its access to Segment’s web site, to release and hold harmless the Segment, its officers, directors, owners, employees and agents from any and all adverse consequences resulting from any of his/her/its actions and/or omissions which are independent of his/her/its receipt of personalized individual advice from the Segment.

ANY QUESTIONS: The Company’s Chief Compliance Officer remains available to address any questions regarding rankings and/or recognitions, including the criteria used for any reflected ranking.

Commentary and Performance Disclosure:

Please remember that past performance is no guarantee of future results.  Different types of investments involve varying degrees of risk, and there can be no assurance that the future performance of any specific investment, investment strategy, or product (including the investments and/or investment strategies recommended or undertaken by Segment Wealth Management, LLC [“Segment Wealth]), or any non-investment related content, made reference to directly or indirectly in this commentary will be profitable, equal any corresponding indicated historical performance level(s), be suitable for your portfolio or individual situation, or prove successful.  Due to various factors, including changing market conditions and/or applicable laws, the content may no longer be reflective of current opinions or positions. Moreover, you should not assume that any discussion or information contained in this commentary serves as the receipt of, or as a substitute for, personalized investment advice from Segment Wealth. No amount of prior experience or success should not be construed that a certain level of results or satisfaction if Segment Wealth is engaged, or continues to be engaged, to provide investment advisory services. Segment Wealth is neither a law firm, nor a certified public accounting firm, and no portion of the commentary content should be construed as legal or accounting advice. A copy of the Segment Wealth’s current written disclosure Brochure discussing our advisory services and fees continues to remain available upon request or at www.segmentwm.com.  

Historical performance results for investment indices, benchmarks, and/or categories have been provided for general informational/comparison purposes only, and generally do not reflect the deduction of transaction and/or custodial charges, the deduction of an investment management fee, nor the impact of taxes, the incurrence of which would have the effect of decreasing historical performance results.  It should not be assumed that your Segment Wealth account holdings correspond directly to any comparative indices or categories. Please Also Note: (1) performance results do not reflect the impact of taxes; (2) comparative benchmarks/indices may be more or less volatile than your Segment Wealth accounts; and, (3) a description of each comparative benchmark/index is available upon request.

VIDEO AND PODCAST DISCLOSURE