CMAS's website is limited to the dissemination of general information regarding its investment advisory services to United States residents residing in states where providing such information is not prohibited by applicable law. Accordingly, the publication of CMAS's website on the Internet should not be construed by any consumer and/or prospective client as CMAS’s solicitation to effect or attempt to effect transactions in securities or the rendering of personalized investment advice for compensation over the Internet.
Furthermore, the information resulting from the use of tools or other information on this website should not be construed, in any manner whatsoever, as the receipt of, or a substitute for, personalized individual advice from CMAS. Any subsequent, direct communication by CMAS 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.
A copy of CMAS’s current privacy policy is also disclosed here. CMAS does not make any representations as to the accuracy, timeliness, suitability, completeness, or relevance of any information prepared by any unaffiliated third party, whether linked to CMAS's web site or incorporated herein and takes no responsibility therefore. All such information is provided solely for convenience purposes only and all users thereof should be guided accordingly.
DISCLAIMER:
This website is for informational purposes only and does not constitute a complete description of our investment services or performance. This website is in no way a solicitation or offer to sell securities or investment advisory services except, where applicable, in states where we are registered or where an exemption or exclusion from such registration exists. Information throughout this site, whether stock quotes, charts, articles, or any other statement or statements regarding market or other financial information, is obtained from sources which we, and our suppliers believe reliable, but we do not warrant or guarantee the timeliness or accuracy of this information. Nothing on this website should be interpreted to state or imply that past results are an indication of future performance. Neither we or our information providers shall be liable for any errors or inaccuracies, regardless of cause, or the lack of timeliness of, or for any delay or interruption in the transmission thereof to the user. THERE ARE NO WARRANTIES, EXPRESSED OR IMPLIED, AS TO ACCURACY, COMPLETENESS, OR RESULTS OBTAINED FROM ANY INFORMATION POSTED ON THIS OR ANY LINKED WEBSITE.
PRIVACY POLICY:
CMAS is committed to maintaining the confidentiality, integrity, and security of the personal information that is entrusted to us. You may provide nonpublic information to us when communicating or transacting with us in writing, electronically, or by phone. For example, information may come from applications, forms, and your transactions or account balances with us. We may also collect information about transactions between you and third parties, and, occasionally, information from consumer reporting agencies.
We collect, retain, and use this information to provide client service, administer our operations, and comply with legal and regulatory requirements. We do not sell your personal information to anyone. With your permission, we disclose limited information to attorneys, accountants, mortgage lenders, others with whom you have established a financial relationship. You may opt out from our sharing information with these nonaffiliated third parties by notifying us at any time by telephone, mail, fax, email, or in person. With your permission, we share a limited amount of information about you with your brokerage firm in order to execute securities transactions on your behalf. We do not disclose information to third parties unless necessary to process a transaction, service a client, or as otherwise permitted by law. We maintain physical, electronic, and procedural safeguards to protect your personal information.
We require that all employees hold personal information in strict confidence. We also require strict confidentiality in our agreements with unaffiliated third parties that require access to your personal information, including financial service companies, consultants, and auditors. Federal and state securities regulators may review our firm's records and your personal records as permitted by law. Personally identifiable information about you will be maintained while you are a client, and for the required period thereafter that records are required to be maintained by federal and state securities laws. After that time, information may be destroyed. We will notify you in advance if our privacy policy is expected to change.
We are required by law to deliver this Privacy Policy Statement to you annually, in writing. It is always available on our website, www.cmasolutions.net.
