Policies & Disclosures
Custody of Assets
At MVM Advisors, we believe in full transparency and client control—especially when it comes to the custody of your assets.
We do not take custody of client funds or securities. And that’s by design.
Why? In a word: Madoff.
Disclosures
Disclosures This site is intended for informational purposes only. All information provided and opinions expressed are subject to change without notice. Any discussion of securities, including any hedge funds or other alternative investments, should not be construed as a recommendation or an offer or solicitation to buy or sell any
What does Fee Only Mean?
That means we are compensated only by the fees our clients pay us directly—not by commissions, kickbacks, or sales incentives.
Why is this important?
Because it eliminates the conflict of interest that can come with commission-based financial advice.
What is an Investment Policy Statement?
An Investment Policy Statement (IPS) is a written roadmap for managing your investment portfolio. It’s a mutually agreed-upon document between you and your advisor that defines your goals, outlines investment strategies, and establishes rules of engagement. The IPS is especially important when a fiduciary relationship exists and is widely regarded
MVM’s Four Steps to Financial Planning Success
At MVM Advisors, we believe that successful wealth management starts with a disciplined and collaborative process. From understanding your goals to implementing and adjusting your financial plan, our advisors work closely with you—and your team of professionals—to ensure your financial strategy evolves with your life.
Security of our Planning Software
Your information is secure
WE DO NOT SAVE YOUR CREDENTIALS
Envestnet | Yodlee provides account aggregation. All of your banking credentials are managed by Envestnet | Yodlee, and we do not store your credentials. We communicate with Yodlee via an encrypted data link.
Envestnet | Yodlee is a leading
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