Disclosures

Privacy Policy Summary-Our Commitment to You.

Maynard Investment Management, LLC (“MIM”) is committed to safeguarding the use of your personal information that we have as your Investment Advisor.  MIM protects the security and confidentiality of the personal information we have and make efforts to ensure that such information is used for proper business purposes in connection with the management or servicing of your account. Our relationship with you is our most important asset. We understand that you have entrusted us with your private information, and we do everything we can to maintain that trust.

We do not sell your information to anyone. Nor does MIM provide such information to others except for discrete and proper business purposes in connection with the servicing and management of your account as discussed below.

Regulatory.

MIM is a Louisiana Registered Investment Advisor ("RIA"). As such, we are authorized to provide investment management services to Louisiana residents only. To provide investment management services to residents in other states we may, in some circumstances, need to be registered in the state of the prospective client  before commencing the engagement. For investment consulting and financial planning engagements where are not acting in a fiduciary capacity we will not be required to register before commencing the engagement.

For current clients, pursuant to the SEC brochure rule, MIM is required to send annually an updated ADV Form Part 2A-Disclosure Brochure on Maynard Investment Management, LLC. For prospective clients who are interested in seeing a copy of the most recent brochure please call or e-mail us and one we will be promptly send to you.

Risk.

All investments involve varying degrees of risk. Past performance is not a guarantee of future performance. Investing in investment securities involve a risk of loss which a Client should understand and be willing to bear.  Nothing contained in this website should be construed or inferred to constitute a guarantee of return of and on any investment security.

Website Design For Financial Services Professionals | Copyright 2020 AdvisorWebsites.com. All rights reserved