The following document contains important information about our accounts, including the terms and scope of our client relationship, costs, compensation and related conflicts of interest. The Client Relationship Summary (the firm’s Form CRS) listed below contains important information about Tectonic Advisors’ investment adviser accounts and services.

Client Relationship Summary




This site is intended to provide general information about Tectonic Advisors, its strategies, and its products. It is not intended to recommend any security, financial product or instrument. Any specific mention of securities is for informational purposes only and is not intended as a recommendation or solicitation to purchase by Tectonic Advisors. The site does not take into account a particular investors financial objectives or risk tolerances.  Investors should discuss the strategy with their financial advisor. No statement is intended to be an offer to or a provision of investment advice or opinion regarding the nature, potential, value, suitability, or profitability of any particular security, portfolio of securities, transaction, product, or investment strategy. Investors are encouraged to discuss Tectonic Advisors’ strategies with their investment advisors and should not make any investment decisions based solely on this information. Any investment decisions an investor makes should be based on an evaluation of their financial circumstances, investment objectives, risk tolerance, financial condition, and liquidity needs and any other information the investor can provide to their investment advisor. Investors should request Form ADV Part 2 for a complete description of Tectonic Advisors’ services.

Special Risk Disclosure Related to Exchange Traded Funds (ETFs). To the extent this communication contains information pertaining to ETFs, consider the investment objectives, risks, charges and expenses of ETFs carefully before investing. Each Investor should read carefully the documents the ETF issuer has filed with the SEC for more information. The publicly traded price of an ETF may be different from its net asset value due to a variety of general economic conditions, market conditions and the financial performance of the entities which are held in the ETF. ETFs can trade at a discount or premium to NAV. There is always a fundamental risk of declining stock prices which can cause losses to your investment.

Forward-Looking Statements. This site may include forward-looking statements, including statements of expected savings. All statements other than statements of historical fact are forward-looking statements (including words such as “believe,” “estimate,” “anticipate,” “may,” “will,” “should,” and “expect”). Although we believe that the expectations reflected in such forward-looking statements are reasonable, we can give no assurance that such expectations will prove to be correct. Various factors could cause actual results or performance to differ materially from those discussed in such forward-looking statements.

This site is run through a third party that automatically collects information on Internet Protocol (IP) address, browser type, internet service provider (ISP), referring/exit pages, operating system, date/time stamp, and clickstream data.

Although affiliated with T Bank, the investments offered by Tectonic Advisors or its affiliates are not covered by FDIC insurance.