This website (“Website”) is a publication of Stokes Family Office, LLC (“Stokes”) is an SEC registered investment adviser located in New Orleans, LA. Registration as an investment adviser is not an endorsement by securities regulators and does not imply that Stokes has attained a certain level of skill, training, or ability. This Website is limited to the dissemination of general information pertaining to Stokes’ advisory services, together with access to additional investment-related information, publications, and links. Accordingly, the publication of this Website should not be construed by any client or prospective client as Stokes’ solicitation to effect, or attempt to effect transactions in securities, or the rendering of personalized investment advice over the Internet. Any subsequent, direct communication by Stokes with a prospective client shall be conducted by a representative that is either registered or qualifies for an exemption or exclusion from registration as applicable. For information pertaining to the registration status of Stokes, please visit www.adviserinfo.sec.gov or contact the SEC or the state securities regulators for those states in which Stokes maintains a notice filing. Each user of this Website (“User”) is encouraged to obtain a copy of Stokes’ current written disclosure statement discussing Stokes’ business operations, services, fees, and applicable conflicts of interest, which is available from Stokes upon request or by searching for Stokes at the following link: www.adviserinfo.sec.gov.
All materials contained in this Website are protected by United States copyright law and may not be reproduced, distributed, transmitted, displayed, published, or broadcast without the prior written permission of Stokes. Users may not alter or remove any trademark, copyright or other notice from copies of the content. Except as prohibited by law, and as a condition precedent to accessing this Website, each User agrees to release and hold harmless Stokes, its members, managers, officers, directors, owners, employees, agents, and affiliates from any and all adverse consequences resulting from any actions or omissions that are independent of receiving personalized individual advice from Stokes. The preceding sentence shall not limit or waive any applicable User rights under federal or state law, including securities laws and fiduciary obligations that cannot be limited or waived.
Hyperlinks on this Website are provided as a convenience. Stokes 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 Website or incorporated herein, and takes no responsibility for the same. All such information is provided solely for convenience, educational, and informational purposes only, and all Users are guided accordingly.
To the extent that any User accesses any economic calculator or similar interactive device contained within or linked to the Website, the User 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 Stokes, or from any other investment professional.
Past performance is not indicative 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 or investment strategy (including those undertaken or recommended by Stokes), will be profitable or equal any historical performance level(s). All investment strategies have the potential for profit or loss. Investment strategies such as asset allocation, diversification, and rebalancing do not assure or guarantee better performance and cannot eliminate the risk of investment losses. There are no guarantees that a portfolio employing these or any other strategy will outperform a portfolio that does not engage in such strategies. Any target referenced on this Website is not a prediction or projection of actual investment results and there can be no assurance that any target will be achieved. Changes in investment strategies, contributions or withdrawals may materially alter the performance of an individual’s portfolio. Historical performance results for investment indexes and/or categories generally do not reflect the deduction of transaction and/or custodial charges, or the deduction of an investment-management fee, which would decrease historical performance results. Economic factors, market conditions, and investment strategies will affect the performance of any portfolio and there are no assurances that it will match or outperform any particular benchmark. Projections, forecasts and estimates referenced on the Website are not purely historical in nature and are therefore necessarily speculative and subject to material variation. Any index performance data appearing or referenced on the Website has been compiled by the respective copyright holders, trademark holders, or publication/distribution right owners of each index for comparison purposes only. Stokes makes no warranty, expressed or implied, for any decision taken by any party in reliance upon such indices. Investors cannot invest directly in an index.
Certain portions of the Website (e.g. newsletters, articles, videos, audio files, commentaries, indexes, etc.) may contain a discussion of, and/or provide access to Stokes’ (and those of other investment and non-investment professionals) positions and recommendations as of a specific prior date. Due to various factors, including changing market conditions, these discussions may no longer be reflective of current positions and/or recommendations. While information presented is believed to be factual and up-to-date, Stokes does not guarantee its accuracy and it should not be regarded as a complete analysis of the subjects discussed. All expressions of opinion reflect the judgment of the authors as of the date of publication and are subject to change. No User should assume that any such discussion serves as the receipt of, or a substitute for, personalized advice from Stokes or from any other investment professional. Users should not use any Website content as the sole basis for any investment decisions. Rather, a professional advisor should be consulted and/or independent due diligence should be conducted before implementing any of the options referenced in the Website content. Stokes is neither a law firm nor an accounting firm. The tax and estate planning information provided is general in nature. It is provided for informational purposes only, and should not be construed as legal or tax advice. Users, clients, and prospective clients should consult an attorney or tax professional regarding their specific legal or tax situation.
Photos and images on this Website are not of past or present clients of Stokes. These photos should not be construed as an endorsement of Stokes or its representatives by any client.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, Certified Financial Planner™ and federally registered CFP (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
All figures on the home page, including assets under advisement, years of experience and number of clients is as of July 1, 2019.
For more information, please read our annual Form ADV Part 2 filing.
Case studies on the website are based upon real world issues and are provided for illustrative purposes to provide an example of the firm’s process and methodologies. Past performance is no guarantee of future results, and the results portrayed in these case studies are not representative of all of the firm’s clients or the clients’ experiences. Different types of investments involve varying degrees of risk, and actual results may vary materially than those portrayed herein. Therefore, it should not be assumed that the future results of any specific investment or investment strategy (including the investments and/or investment strategies recommended or undertaken by the firm) will be profitable or equal the results portrayed herein. An individual’s experience may vary based on his or her individual circumstances and there can be no assurance that the firm will be able to achieve similar results in comparable situations. No portion of these case studies is to be interpreted as a testimonial or endorsement of the firm’s investment advisory services and it is not known whether the clients who these case studies were based upon approve of the firm or its services. The information contained herein should not be construed as personalized investment advice.