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Important Disclosures

LYNCH & Associates is an SEC-registered investment adviser located in Evansville, Indiana. LYNCH & Associates and its representatives are in compliance with the current filing requirements imposed upon Indiana-registered investment advisers by those states in which LYNCH & Associates maintains clients. LYNCH & Associates may only transact business in those states in which it is registered or qualifies for an exemption or exclusion from registration requirements. The publication of this website should not be construed by any consumer and/or prospective client as LYNCH & Associates’ solicitation to effect, or attempt to effect, transactions in securities or the rendering of personalized investment or tax advice for compensation, over the Internet. Any subsequent, direct communication by LYNCH & Associates 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 LYNCH & Associates, please contact the Securities and Exchange Commission or the state securities law administrators for those states in which LYNCH & Associates maintains a notice filing. LYNCH & Associates’ current written disclosure statement discussing our business operations, services, and fees is available upon written request. Links to other web sites are provided as general information sources for use of visitors to our site. LYNCH & Associates has not formally evaluated the information provided via these sites, and inclusion of these links does not constitute an endorsement of any organization. The links provided are maintained by their respective organizations and they are solely responsible for their content. Trademarks are the property of their respective owners. LYNCH & Associates does not make or imply 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 this web site or incorporated herein, and takes no responsibility therefor. All such information is provided solely for convenience purposes only and all users thereof should be guided accordingly. Past performance may not be indicative of future results. 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 or prospective client’s investment portfolio.

Certain portions of this web site (i.e. quarterly letters, articles, commentaries, etc.) may contain a discussion of, and/or provide access to, LYNCH & Associates’ (and those of other investment and non-investment professionals) positions and/or recommendations as of a specific prior date. Due to various factors, including changing market conditions, such discussion may no longer be reflective of current position(s) and/or recommendation(s). Moreover, no client or prospective client should assume that any such discussion serves as the receipt of, or a substitute for, personalized advice from LYNCH & Associates, or from any other investment, tax, or financial professional. No portion of the web site content should be interpreted as legal or accounting advice. LYNCH & Associates recommends clients and prospective clients consult their tax professionals before enacting strategy or recommendation perceived to have been made in this website. Each client and prospective client agrees, as a condition precedent to his/her/its access to LYNCH & Associates’ web site, to release and hold harmless LYNCH & Associates, its officers, directors, owners, employees and agents from any and all adverse consequences resulting from any of his/her/its actions and/or omissions which are independent of his/her/its receipt of personalized individual advice from LYNCH & Associates.


Attain a copy of LYNCH & Associates’ Client Relationship SummaryDownload
Attain a copy of LYNCH & Associates’ Part 2A of Form ADVDownload