Please read
the regulatory and consumer information below:
M C Taylor Associates (MCTA) is a U.S. Securities and Exchange Commission Registered Investment Advisory firm. MCTA does not render or offer to render personalized investment advice of financial planning advice through this medium. This medium is limited to the dissemination of general information on the services offerings of MCTA and provides an efficient method in which a prospective client may contact the advisor. Advice can only be rendered after the following conditions are met:
| 1. | Registration of the advisor with the U.S. Securities and Exchange Commission as a Registered Investment Advisor if the advisor has more than $25,000,000 under management. |
| 2. | Delivery of a disclosure statement by advisor to client. |
| 3. | Execution of an Investment Advisory and/or Financial Planning Agreement between the client and the advisor. |
| 4. | Initial payment of the planning fee or investment advisory fee by the client to the advisor. |
| 5. | Advisor may only transact business in States in which it is registered or exempted from registration. The Investment Advisor must also be registered or exempted or excluded from registration in any state in which it responds to persons in that State to effect or attempt to effect transactions in securities, or the rendering of personalized investment advice for compensation. |
Other Disclosures
The information on this website is based on data gathered from what the Advisor believes are reliable sources. It is not guaranteed as to accuracy , and does not purport to be complete and is not intended as the primary basis for investment decisions. It should also not be construed as advice meeting the particular investment needs of any investor.
All references to investment portfolio performance are based on historical data and one should not assume that this performance will continue in the future. All references to investment portfolio performance are composite in nature and include all portfolios then under management for at least one full quarter. As all portfolios are individually managed, no one client's portfolio will exactly match the composite returns. Individual returns will be affected by actual investments held in the client's portfolio, timing of trades, and cost of trades. The returns are gross of fees. Clients' actual returns will be lower by the amount of management fees: Fees range from 0.5% to 1.0% and are detailed in our Form ADV available at any time from the advisor.
09/28/2000