WARRANTIES & DISCLAIMERS
Marin Capital Management LLC, also and herein known as MCM Wealth, is a registered investment adviser with the State of California and is located in Novato, CA. MCM Wealth may only transact business in the state in which it is registered or qualifies for an exemption or exclusion from registration requirements. MCM Wealth’s website is limited to the dissemination of general information pertaining to its advisory services, together with access to additional investment-related information, publications, and links. Accordingly, the publication of MCM Wealth’s web site on the Internet should not be construed by any consumer and/or prospective client as MCM Wealth’s solicitation to effect, or attempt to effect transactions in securities, or the rendering of personalized investment advice for compensation, over the Internet.
Any subsequent, direct communication by MCM Wealth 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 MCM Wealth please contact the state securities regulator for the state in which MCM Wealth maintains a registration filing. A copy of MCM Wealth’s current written disclosure statement discussing MCM Wealth’s business operations, services, and fees is available at FINRA’s investment adviser public information website – www.iard.com or on its website or from MCM Wealth upon written request.
There are no warranties implied. MCM Wealth does not make 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 MCM Wealth’s 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.
This website and information are provided for guidance and information purposes only. Investments involve risk and unless otherwise stated, are not guaranteed. Be sure to first consult with a qualified financial adviser and/or tax professional before implementing any strategy. This website and information are not intended to provide investment, tax, or legal advice.
TYPES OF NONPUBLIC PERSONAL INFORMATION (NPI) WE COLLECT
We collect nonpublic personal information about you that is either provided to us by you or obtained by us with your authorization. This can include but is not limited to your Social Security Number, Date of Birth, Banking Information, Financial Account Numbers and/or Balances, Sources of Income, Tax Returns, Mortgage Information, Estate Planning Documents, and Credit Card Numbers or Information. When you are no longer our client, we may continue to share your information only as described in this notice.
PARTIES TO WHOM WE DISCLOSE NPI
All Investment Advisers may need to share personal information to run their everyday business. In the section below, we list the reasons that we may share your personal information:
• For our and our affiliates and service providers’ everyday business purposes, such as to process your transactions, maintain your account(s), provide performance reporting, or archive and organize your data;
• In connection with the joint provision of financial advice involving complementary service providers such as estate planning, tax, or lending professionals;
• Or to respond to court orders, financial regulatory organizations such as FINRA & the SEC, or legal investigations.
If you are a new client, we may begin sharing your information on the day you sign our agreement. When you are no longer our client, we may continue to share your information as described in this notice. However, you can contact us at any time to limit our sharing.
PROTECTING THE CONFIDENTIALITY OF CURRENT & FORMER CLIENT INFORMATION
To protect your personal information from unauthorized access and use, we use security measures that comply with federal law, including computer safeguards and secured files and building.
FEDERAL LAW GIVES YOU THE RIGHT TO LIMIT SHARING – OPTING OUT
Federal law allows you the right to limit the sharing of your NPI by “opting-out” of the following: sharing for non-affiliates’ everyday business purposes, information about your creditworthiness, or sharing with affiliates or non-affiliates who use your information to market to you. State laws and individual companies may give you additional rights to limit sharing. Please notify us immediately if you choose to opt out of these types of sharing.
If you’re looking for a safer, more reliable, more productive way to invest along with state-of-the-art tools for impact investing, insurance planning, estate planning and charitable giving, let’s have a talk.
The Leading Economic Index (LEI) for the U.S. increased by four-tenths of 1% in March,
To keep your tax bill down, if you are over 70½, consider a qualified charitable
*Past performance is not indicative of future results. Investors should be aware that “Alternative Investments” or hedge funds often engage in leverage, short-selling, arbitrage, hedging, derivatives, and other speculative investment practices that may increase investment loss. This message is not an offer to sell any interests of such funds. The disclosure document of such funds contains a complete description of the principal risk factors and fund expenses. Prior to investment, investors should carefully read the fund’s disclosure document to determine whether such investment is appropriate for them in light of their financial condition. These investments are proprietary and are available for prospective investors only through MCM Wealth LLC. Please see our Disclosure document.
At MCM Wealth, we specialize in planning and creating portfolios designed to perform regardless of the direction of the economy. We do this primarily via well researched alternative investments that are specifically chosen to be both defensive and productive in bull, bear and recessionary markets. We provide clients in the San Francisco Bay area with whole life financial planning services, private wealth management solutions, alternative portfolio management assistance, asset management, estate planning services, charitable giving solutions, impact investing options, and insurance planning services to business owners, ceo’s, dentists, doctors, entrepreneurs, executives, families, individuals, and impact investors in the San Francisco Bay area. We also serve clients in the Corte Madera, Fairfax, Greenbrae, Larkspur, Point Reyes, San Anselmo, Sausalito, and Stinson areas.
We were founded in 1997 and have offices in Novato California, a suburb San Francisco. We are dedicated to understanding our clients and then providing the highest level of research-based financial management, objectivity, performance, planning, service and communication. We select and offer best-of-breed financial managers in those wealth investment niches that we believe will best serve our clients. We are a fee-only practice, which means we act as a fiduciary for our clients. Our financial advice, financial services and financial solutions are designed to withstand the test of time. We look forward to learning more about you and how we may be of help. Below is a full list of services we offer: