Disclosures


Registration as an investment advisor does not constitute an endorsement of the firm by securities regulators and does not mean that the advisor has attained a particular level of skill or ability. The firm only transacts business in states and countries where it is properly registered, or is excluded or exempted from registration requirements. Account opening is subject to custodian requirements.

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MTC quantitative models are used for disciplined portfolio management and do not use high frequency or automated program trading. Content on this website is for information purposes only and not a financial, tax or legal advice and not a security, or account type recommendation. Investment products are not FDIC insured, not bank guaranteed and may lose value. No investment strategy can guarantee to outperform an index, equal past performance levels, profit, or protect from a loss. A diversified portfolio, by design, will not closely track any index.

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Industry specific disclosures regarding Privacy Notice and Form ADV can be found below.