Capital Securities Group Corporation ("SSG") is a registered broker dealer, registered investment adviser, and licensed insurance agency. SSG, Member FINRA/SIPC, is a wholly owned non-bank subsidiary of Capital Bank. Capital Securities Group is not a tax advisor. We suggest you consult your personal tax advisor and/or legal representative before making tax-related investment decisions. 

The firm only transacts business in states where it is properly registered, or is excluded or exempted from registration requirements. Registration does not constitute an endorsement of the firm by FINRA or the SEC nor does it indicate that the adviser has attained a particular level of skill or ability.

Capital Bank and SSG comply with Section 326 of the USA PATRIOT Act. This law mandates that we request certain information about you while processing your account application. This information is used to verify your identity.

Securities products are:

• NOT FDIC INSURED • NOT BANK GUARANTEED • MAY LOSE VALUE

No information on this web site should be considered a recommendation or solicitation to invest in a particular security or type of security.

Past performance is not indicative of future results. Please obtain from your Financial Advisor, the prospectus(es) or other offering documents as applicable for the fee-based account program and read carefully before investing.

Neither asset allocation nor diversification can eliminate the risk of fluctuating prices and uncertain returns.

All investment strategies have the potential for profit or loss. Changes in investment strategies, contributions or withdrawals, and economic conditions may materially alter the performance of your portfolio. There are no assurances that a portfolio will match or exceed any particular benchmark. 

You should carefully consider a fund's investment objectives, risks, charges and expenses before investing. For more complete information about any of the mutual funds available through the Mutual Fund Advisory, including investment objectives, investment risks, and all charges and expenses, contact a Financial Advisor for a free prospectus. The prospectus contains this and other important information that you should consider. Please read the prospectus, schedule H, the wrap brochure, form ADV and the investment advisory agreement carefully before you invest or send money. Investment return and principal value will vary so you may have a gain or loss when you sell shares.

It is important that you carefully read the agreements and disclosures that we provide to you about the products or services we offer. While we strive to ensure the nature of our services is clear in the materials we publish, if at any time you seek clarification on the nature of your accounts or the services you receive, please speak with your Financial Advisor.