CMA recognizes that protecting the privacy and security of the nonpublic personal information we obtain about our customers is an important responsibility. We want you to understand what information we obtain, how we use it and how we protect your privacy. These policies apply to managed account clients and may be changed at any time, provided a notice of such change is given to you.

We collect certain nonpublic personal information about you (such as your name, address, social security number, etc.) from information that you provide on applications or other related forms, from communications with you or your authorized representatives and from your transactions with us or others. This information may be of a personal or family nature or of a financial nature.

We restrict access to your nonpublic personal information to those employees who need to know that information to provide products or services to you. In certain instances, we may contract with nonaffiliated third parties to perform services for us and, where necessary, will disclose your information to them. Such disclosures may include, without limitation, disclosures made to external auditors and to businesses which provide certain technological services to us. In all such cases, we provide the third party with only the information necessary to carry out its assigned responsibilities and only for that purpose. Further, we require these third parties to treat your nonpublic information confidentially. Finally, we will release your nonpublic personal information if you direct us to do so of it we are required by law to do so.

We have taken steps to ensure the electronic privacy of clients in our processing of transactions on their behalf which we believe are effective, and we continually review our controls in this regard. In addition, we maintain physical and procedural safeguards that comply with applicable regulations to protect the privacy of your nonpublic personal information. Our privacy policy and practices continue even if you no longer receive services from us.

C. Michael Amin, LLC (CMA) is a Boston area global investment advisory firm serving individuals and institutional investors. We have been managing assets since 2009 with a focus on delivering strong investment results.  Our strategy is to partner with our clients by learning about their existing financial situation then structure a long-term investment plan utilizing a combination of active and passive investment strategies to meet specific goals.

CMA is different - we combine low fee index ETF products with our own deep value active management investment strategies.  The result is a unique, diversified portfolio that makes sense for your long-term financial goals.  CMA welcomes you to learn more about our practice by contacting us.