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Disclosures and Disclaimers

Please use the links below to download various regulatory documents.

Read the following information carefully. By using this site, you signify an acceptance of all terms and conditions contained herein ("Terms of Site Access"). If you do not agree to these terms, do not use this site.

Applicable Law

Neither the information, nor any opinion contained in this site constitutes a solicitation or offer by Crescent Capital Consulting, LLC to buy or sell any securities or provide any investment advice or service. The material presented in this website is authorized for informational purposes only.

Past performance is no guarantee of future results. All investments involve some type of risk. Additional risks are associated with investing in international and emerging markets, and such securities may be considered speculative. These additional risks include political and economic instability, low or non-existent trading volume resulting in a lack of liquidity and in price volatility and changes in foreign exchange rates which may affect the value of such securities. There are also risks associated with investing in small-cap companies. The securities of smaller companies may trade less frequently and in more limited volume than those of larger, more established companies.

This site is controlled and operated from within the State of Louisiana in the United States of America. Those who choose to access the site from other locations do so on their own initiative and are responsible for compliance with local laws. These Terms of Site Access shall be construed and enforced in accordance with the laws of the State of Louisiana, without regard to the conflicts or choice of law provisions of such State.

Third Party Content

As a convenience to our users, some of the documents of this website may contain links to information created and maintained by other organizations. Please note that Crescent Capital Consulting, LLC does not control, cannot guarantee, and is not responsible for the accuracy, timeliness, or even the continued availability or existence of this outside information.

Index performance data has been compiled by the respective trademark holders of each index for comparison purposes only. Crescent Capital Consulting, LLC makes no warranty, express or implied, for any decision taken by any party in reliance upon such indexes. Data will continue to be updated on a quarterly basis or as soon as such information becomes available after quarter end.


All information and content on the Crescent Capital Consulting, LLC website are subject to applicable statutes and regulations, furnished "as is," without warranty of any kind, express or implied, including but not limited to implied warranties of merchantability, fitness for a particular purpose, or non-infringement.

Any overviews herein are intended to be general in nature and for current interest. These overviews are not a substitute for professional tax or professional legal advice. Neither Crescent Capital Consulting, LLC nor its representatives is providing tax, financial or legal advice on this website.

Crescent Capital Consulting, LLC will employ procedures in an attempt to insure that all information provided via this site is accurate and error-free and that all services furnished by Crescent Capital Consulting, LLC via the internet are reliable and uninterrupted. Crescent Capital Consulting, LLC makes no warranty that such information is accurate or error-free or that such services will be error-free, continuously available or free from viruses, worms, programming errors or other harmful components.

Modification and Monitoring of Website

Crescent Capital Consulting, LLC reserves the right, at its discretion, to change, modify, add, or remove portions of this information or the content of our website at any time. We suggest that you check this information periodically for changes. This information can be accessed from the link at the bottom of our website pages. If you use this website after we post changes to the information or the content of the site, you accept such changes. Crescent Capital Consulting, LLC expressly reserves the right to monitor any and all use of this website.

Copyright Policy

Crescent Capital Consulting, LLC maintains a copyright in the text, logos and graphics contained throughout this website, except where specifically noted below. Unauthorized copying, reproducing, uploading, downloading, duplicating or transmitting of any material contained on this website is prohibited.

Adobe, Acrobat, Acrobat Reader, and the Acrobat logo are trademarks of Adobe Systems Incorporated.

Limited License for Individuals

Individuals may, for personal use, bookmark or point to any page within the Crescent Capital Consulting, LLC website.

Limited Linking License for Other Users and Sites

Other users and sites may include a link to the Crescent Capital Consulting, LLC website as follows:

  • In a simple list of investment management consulting companies or financial advisory firms, by pointing to the Crescent Capital Consulting, LLC homepage (www.CrescentCapitalConsulting.com).
  • In a list of companies that offers descriptions along with links.

This Limited License entitles other users and sites to link to the Crescent Capital Consulting, LLC homepage (www.CrescentCapitalCoinsulting.com) only. Linking to other content within the Crescent Capital Consulting, LLC website is prohibited without the express written permission of Crescent Capital Consulting, LLC. This Limited License expressly prohibits the framing of the content contained in this website content in any way or any other activity that may create a misimpression or confusion among users with respect to sponsorship or affiliation. Any site offering a link to this website under this Limited License must deliver our homepage address as stated above.

Limitation of Liability

In no event shall Crescent Capital Consulting, LLC be liable for any direct, incidental or consequential damages, including, but not limited to, (i) loss of anticipated profits, benefits, use, or data or (ii) injury caused by any performance, failure of performance, error, omission, interruption, deletion, defect, delay in operation of transmission, computer virus or worm, communications line failure, theft or destruction or unauthorized access to, alteration of, or use of information, resulting from the use of or access to this site. It is possible that all of a portion of the forgoing disclaimers or limitations of liability may not be enforceable in the jurisdiction in which you reside.

Termination of Access to Site

You understand that, if at any time you no longer agree with these Terms of Site Access, your sole remedy shall be to cease using the site. In addition, upon receipt of written instructions from you, Crescent Capital Consulting, LLC will take action to prevent access to the site by you or other persons previously authorized by you to access the site on your behalf.

If you have any questions about these policies, contact us by phone at 504-207-8555, write us at 1100 Poydras Street, Energy Centre - Suite 1350, New Orleans, LA 70163 or email us.