Privacy Policy
Invariant Investment Management, LLC is concerned about your privacy. In order to issue and service high quality financial products, we collect personal information about you solely for legitimate business purposes. We understand that our clients expect personal information provided to be kept confidential. We do not sell your information to third parties, and we disclose your personal information only as necessary to provide the products and services you expect from Invariant Investment Management, LLC. We do not collect medical or health information, nor do we request information from consumer reporting agencies, on our brokerage clients. Life Insurance may require us to request medical information, however. Our Privacy Policy applies not only to written correspondence, but also to information provided through telephone conversations, e-mail or transactions. Invariant Investment Management, LLC respects the clients’ right to privacy and places a high priority on protecting the personal information provided to us.
Employee Access and Use of Customer Information: Within Invariant Investment Management, LLC we restrict access to nonpublic personal information about you to those employees who need to know the information to provide our products or services or to otherwise conduct our business. Training on how to properly handle personal information is provided to all employees. Employees are required to maintain physical, electronic and procedural safeguards for all nonpublic personal information. Invariant Investment Management, LLC collects the following information: (1) Client name, address, social security number, telephone number, employment status, dependent information and income & asset information (gathered from applications, telephone conversations and emails) (2) Your transactions with us, or affiliates, from account activity, account balances and products & services purchased.
Invariant Investment Management, LLC protects the confidentiality of client information through the following practices: (1) Physical security provided by building and office (2) Employee training (3) System backup and recovery procedures (4) Shredding of materials and documents containing personal information.
Invariant Investment Management, LLC does not disclose non-public personal information to third parties except: (1) As permitted or required by law, as in providing information to industry regulators or to law enforcement agencies (2) To third parties that assist us in processing transactions, account statements, annual financial reports and legal due diligence (3) Financial service providers, these are: Insurance companies and Charles Schwab & Company (4) To your authorized representatives (such as your attorney, accountant, etc.) with prior written permission from you
Our privacy procedures apply even after you stop having any customer relationship with Invariant Investment Management, LLC. How to Review Your Personal Information. You have the right to review the personal information about you relating to any insurance, annuity, or securities product applied for by us that we can reasonably locate and retrieve. You can request that we correct, amend or delete any inaccurate information.
Disclosure
Invariant Investment Management is a registered investment adviser located in Camp Hill, Pennsylvania. There are no warranties implied. Invariant Investment Management may only transact business in those states in which it is registered or qualifies for an exemption or exclusion from registration requirements. Invariant Investment Management’s website (www.invariantinvestments.com) is limited to the dissemination of general information pertaining to its advisory and investment management services, together with access to additional investment-related information, publications, and links. Accordingly, the publication of Invariant Investment Management’s website on the Internet should not be construed by any consumer and/or prospective client as Invariant Investment Management’s solicitation to effect, or attempt to effect transactions in securities, or the rendering of personalized investment advice for compensation, over the Internet. Any subsequent, direct communication by Invariant Investment Management 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. For information pertaining to the registration status of Invariant Investment Management, please contact the state securities regulators for those states in which Invariant Investment Management maintains a registration filing. A copy of Invariant Investment Management’s current written disclosure statement discussing Invariant Investment Management’s business operations, services, and fees is available at the SEC’s investment adviser public information website – or from Invariant Investment Management upon written request. Invariant Investment Management does not make any representations or warranties as to the accuracy, timeliness, suitability, completeness, or relevance of any information prepared by any unaffiliated third party, whether linked to Invariant Investment Management’s website or incorporated herein and takes no responsibility therefor. All such information is provided solely for convenience purposes only and all users thereof should be guided accordingly. This website and information are provided for guidance and information purposes only. Investments involve risk and unless otherwise stated, are not guaranteed. Be sure to first consult with a qualified financial adviser and/or tax professional before implementing any strategy. This website and information are not intended to provide investment, tax, or legal advice. (i) investments involve risk and do not guarantee that investments will appreciate, and; (ii) past performance is not indicative of future results (iii) identify the advisory firm that offers the services being advertised.
Invariant Investment Management does not claim to comply necessarily with Global Investment Performance Standards (GIPS®) or other voluntary performance recommendations. All investment strategies and investments involve risk of loss and past performance is no guarantee of future results. Investors should make their own investment decisions based on their specific investment objectives and financial circumstances and are encouraged to seek professional advice before making any related decision. Diversification does not ensure a profit or protect against a loss. Index performance does not reflect the deduction of any fees and expenses, and if deducted, performance would be reduced. Indexes are unmanaged and investors are not able to invest directly into any index. No allocation of assets can ensure a profit or protect against a loss. The asset allocations presented in this material may fluctuate as changes occur to portfolio holdings. This material is not to be construed as an offer, or the solicitation of an offer, to buy or sell securities. This material does not take the place of any brokerage statements, any fund company statements, any investment policy statements, or any 1099 tax forms. You are urged to compare this material with your individual portfolio allocation and to contact us with any questions.
The past performance of portfolios does not guarantee future results and principal value will fluctuate so that your investments, when redeemed, may be worth more or less than their original cost. If there have been any changes to your financial situation, please contact us at your earliest convenience so we can discuss any changes that may be warranted to your investment or financial plan.
Accessibility Statement
We want everyone who visits our website to feel welcome.
While designing and updating our website, we use Web Content Accessibility Guidelines (WCAG) 2.2. These guidelines explain how we can make web content more accessible.
If you feel that any of our website is not accessible, please get in touch with us right away so that we can make the appropriate changes.