As independent, fee-only registered investment advisors and investment counsel, Court Place strives for the highest professional standards from client privacy to maximum transparency. However, in exploring our website content, clients and prospective clients should be aware that nothing on it should be construed as investment advice, as well as the following disclosures and disclaimers:

  • Court Place Advisors transacts business in states only where it is properly registered, or excluded or exempted from registration requirements.
  • 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’s investment portfolio.
  • Court Place Advisors concentrates its expertise on providing long-term investment strategies using individual stock and bond investments. Each investment strategy and every investment decision is developed on an individual basis according to specific client need; nonetheless, many of these investments are investments that we may also own.
  • Court Place Advisors does not and cannot guarantee future performance of any investment. Moreover, past performance is no guarantee of future results.
  • Court Place Advisors strives for accuracy, thoroughness, and thoughtfulness in its comments and criticisms; however, we cannot and do not assure our readers that all statements made herein are without opposing viewpoint.
  • Court Place Advisors does not necessarily endorse the contents or financial products or anything else promoted on any of the websites that link to our site. Our links should not be construed as affiliations with any other sites or their owners and managers. Other sites are free to link to us without asking permission.
  • Court Place Advisors, LLC has no affiliations other than its sole affiliation through common ownership with independent tax firm, CPT, Inc.

This is Court Place Advisors, LLC registration with the Securities and Exchange Commission (SEC). Part 1 provides basic information about the firm’s organization and clients and is available at the Securities and Exchange Commission Website. The Part 2 Brochure is most relevant to clients and includes information about our services, fees, and investment strategies.  Download our 2A Disclosure.