The information on this site is provided “AS IS” and without warranties of any kind either express or implied. To the fullest extent permissible pursuant to applicable laws, Modern Assets, LLC (referred to as “MA”) disclaims all warranties, express or implied, including, but not limited to, implied warranties of merchantability, non-infringement, and suitability for a particular purpose.

MA does not warrant that the information will be free from error. None of the information provided on this website is intended as investment, tax, accounting or legal advice, as an offer or solicitation of an offer to buy or sell, or as an endorsement of any company, security, fund, or other securities or non-securities offering. The information should not be relied upon for purposes of transacting securities or other investments. Your use of the information is at your sole risk. Under no circumstances shall MA be liable for any direct, indirect, special or consequential damages that result from the use of, or the inability to use, the materials in this site, even if MA or a MA  authorized representative has been advised of the possibility of such damages.

In no event shall Modern Assets, LLC have any liability to you for damages, losses, and causes of action for accessing this site. Information on this website should not be considered a solicitation to buy, an offer to sell, or a recommendation of any security in any jurisdiction where such offer, solicitation, or recommendation would be unlawful or unauthorized.

Modern Assets maintains a presence on third-party social media sites including Twitter, Facebook, LinkedIn, Google+, and Instagram.

Notes about MA and social media:

Please note that Modern Assets (“MA”) is not affiliated with Twitter, Facebook, LinkedIn, Google+, or Instagram, and have no control over how these and other third-party sites use the information you share. If you participate in these or other social networking sites, you should be familiar with their respective privacy/security policies, be knowledgeable about how account settings work, and be aware of how user information can be displayed and used throughout the site. Please remember, for your own security, you should never communicate any personal or account information using these channels.

MA social media programs may follow another user, share or provide hyperlinks to third-party content, and/or “like/favorite” third-party content. Doing so is intended to provide additional perspective and should not be construed as an endorsement of any services, products, guidance, individuals, or points of view outside of MA. All content distributed through MA’s social media channels are intended for U.S. residents only.

Whenever a third party posts content to our social media properties, this information remains the responsibility of the party submitting the content and does not represent MA viewpoints or serve as an indication or guarantee of future results. Content posted on MA’s social media channels should not be considered a recommendation or personalized advice. Where specific advice is necessary or appropriate, individuals should consult with a qualified tax advisor, legal advisor, CPA, Financial Planner, or Investment Manager pertaining to the individual situations. Posts by others that describe opinions, views, or experiences may not be representative or indicative of another’s personal experience. Members and connections that have a business relationship with MA or have other beneficial interest in commenting should be aware that they may have obligations to disclose that relationship or interest in their posts. Finally, MA reserves the right to remove comments received from third parties based on its established criteria.

Please keep in mind that our industry regulates how we can conduct conversations in these types of forums. So if you don’t hear from us, don’t take it personally.

Modern Assets, LLC Privacy Policy

Modern Assets, LLC is committed to client confidentiality and the protection of your privacy. The following information is provided, as required by law, to help you understand our privacy policy and how we will handle and maintain confidential personal information as we fulfill our obligations to protect your privacy. “Personal information” refers to the nonpublic financial information obtained by Modern Assets, LLC in connection with carrying out our services.

Information We Collect

Modern Assets, LLC collects personal information as part of our relationship to you, to provide client services and fulfill legal and regulatory requirements. The type of information Modern Assets, LLC collects may include:

  • Information Modern Assets, LLC receives from you on forms (such as name, address, Social Security number, profile documents, assets and income);
  • Information you provide Modern Assets, LLC directly about your personal finances or personal circumstances or which Modern Assets, LLC may receive from brokerage statements or other information you authorize Modern Assets, LLC to receive.

Information Disclosed In Administering Products and Services

Modern Assets, LLC will not disclose personal information about current or former clients to non-affiliated third parties except as permitted or required by law. Modern Assets, LLC does not sell any personal information about you to any third party. Modern Assets, LLC will not disclose personal information without your authorization, except as required or permitted by law.

Procedures to Protect Confidentiality and Security of Your Personal Information

Modern Assets, LLC has procedures in place that limit access to personal information to those employees who need to know such information in order to perform business services. In addition, Modern Assets, LLC maintains physical, electronic and procedural safeguards to guard your nonpublic personal information.

Modern Assets, LLC will update its policy and procedures when necessary to ensure that your privacy is maintained and that Modern Assets, LLC conducts business in a way that fulfills our commitment to you. If Modern Assets, LLC makes any material changes in its privacy policy, we will make that information available to clients through our Web site and/or other communications.

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