This notice is effective: February 2024.
Money Managers, Inc. (“MMI”) is a Registered Investment Advisor Firm (“RIA”), registered with the Securities and Exchange Commission (“SEC”). MMI provides asset management and related services for clients nationally. MMI will file and maintain all applicable licenses as required by the state securities boards and/or the Securities and Exchange Commission (“SEC”), as applicable. MMI renders individualized responses to persons in a particular state only after complying with the state’s regulatory requirements, or pursuant to an applicable state exemption or exclusion.
This web site is intended to provide general information about MMI. It is not intended to offer investment advice. Information regarding investment products and services are provided solely to read about our investment philosophy, our strategies and to be able to contact us for further information.
Market data, articles and other content on this web site are based on generally-available information and are believed to be reliable. MMI does not guarantee the accuracy of the information contained in this web site. The information is of a general nature and should not be construed as investment advice.
MMI will provide all prospective clients with a copy of our current Form ADV, (“Brochure”) prior to commencing an Advisory relationship. Existing clients will receive an offer to receive a copy of the Brochure on an annual basis. However, at anytime, you can view our current Form ADV, in this page of our web site. In addition, you can Contact Us to request a hard copy.
If you have any questions regarding Compliance and Regulatory information, please Contact Us.
Documents Available Here: