The Gleason Group, Inc. (“TGG”) is an SEC registered investment adviser located in Louisville, KY. TGG and its representatives are in compliance with the current registration and notice filing requirements imposed upon SEC registered investment advisers by those states in which TGG maintains clients. TGG may only transact business in those states in which it is registered / notice filed, or qualifies for an exemption or exclusion from registration / notice filing requirements.
TGG’s website is limited to the dissemination of general information regarding its investment advisory services to United States residents residing in states where providing such information is not prohibited by applicable law. Accordingly, publication of TGG’s website on the Internet should not be construed by any consumer and/or prospective client as TGG’s solicitation to effect, or attempt to effect transactions in securities, or the rendering of personalized investment advice for compensation, over the Internet. Furthermore, the information resulting from the use of tools or other information on this Internet site should not be construed, in any manner whatsoever, as the receipt of, or a substitute for, personalized individual advice from TGG. Any subsequent, direct communication by TGG 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 pertaining to the registration status of TGG, please contact the United States Securities and Exchange Commission on their website at www.adviserinfo.sec.gov. A copy of TGG’s current written Disclosure Brochure discussing TGG’s business operations, services, and fees is available from TGG upon written request.
TGG does not make any representations as to the accuracy, timeliness, suitability, completeness, or relevance of any information prepared by any unaffiliated third party, whether linked to TGG’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.
It is important to remember that investments in securities involve risk, including the potential loss of principal invested.
Twitter, Linked In, Facebook, Pinterest, Google +, or other social media sites, (“Social Media”) may contain links to articles or other information that are contained on a third party website. Any post on Social Media is for informational purposes only and does not reflect an endorsement or recommendation by TGG.
TGG does not endorse or accept responsibility for the content, or the use, of any content on Social Media sites or links to other third party websites. TGG assumes no liability for any inaccuracies, errors or omissions in or from any data or other information provided on the Social Media site or information that may be accessed through website links on Social Media sites.
TGG is not affiliated with any Social Media site and does not expressly or implicitly adopt or endorse any of the expressions, opinions or content posted on Social Media sites. We do not control, serve, adopt or endorse any content that may be published on Social Media sites and no post that TGG or any of our employees may post is intended to be a recommendation or state a testimonial for or about a security, service or product, or to provide investment, tax or any other advice.
We request that you keep your comments within the purposes of the site. In your comments, please avoid specific mention or discussions about investment advice or products, specific securities or investments, or trading strategies. At our discretion, TGG may block followers for a number of reasons.
IMPORTANT: We do not provide customer service or enable financial transactions through this site. Should any client of the firm have questions or concerns that are specific to their account(s), please contact TGG directly. You should never post personal, account or transaction information anywhere on Social Media sites.
Mutual Funds are not guaranteed by any source and can lose money including principal invested. Note: Differing share classes have varying expenses, loads, fees and breakpoints. These differing classes also have holding periods that are appropriate depending on the investor objectives and goals. Target date funds involve risk and each investor should consider their individual risk tolerance and complete financial situation prior to investing. Target date funds are not guaranteed and it’s possible to lose money at and after the target date. An investor should not invest solely based on one’s retirement date.