Who Doesn't Love Legalease?
This message is solely for the use of the intended recipient(s) and may contain information and attachments that are confidential, privileged or otherwise sensitive in nature. The information and its contents are the property of Birch Investment Management, L.L.C. ("Birch"). Any unauthorized dissemination, copying or use of this message or its contents is strictly prohibited and may be in violation of law. If you receive this message in error, please notify the sender immediately by return email and destroy the original message. Any views set forth in this email are solely those of the sender and do not necessarily represent those of Birch. Birch reserves the right to monitor and archive ingoing and outgoing email communications in accordance with applicable law, and may disclose such communications to legal and regulatory authorities and as otherwise required by law.
Investment Advisory Disclaimer
Birch Investment Management, L.L.C. ("Birch") is an Investment Advisor registered with the State of South Dakota. All views, expressions, and opinions included in this communication are subject to change. This communication is not intended as an offer or solicitation to buy, hold or sell any financial instrument or investment advisory services. Any information provided has been obtained from sources considered reliable, but we do not guarantee the accuracy, or the completeness of, any description of securities, markets or developments mentioned. Please contact us at 605-250-3644 if there is any change in your financial situation, needs, goals or objectives, or if you wish to initiate any restrictions on the management of the account or modify existing restrictions. Additionally, we recommend you compare any account reports from Birch with the account statements from your Custodian. Please notify us if you do not receive statements from your Custodian on at least a quarterly basis. Our current disclosure brochure, Form ADV Part 2, is available for your review upon request. This disclosure brochure, or a summary of material changes made, is also provided to our clients on an annual basis.
Birch Investment Management, L.L.C. (“Birch”) is a registered investment advisor offering advisory services in the State of South Dakota and in other jurisdictions where exempted. Registration does not imply a certain level of skill or training. The presence of this website on the Internet shall not be directly or indirectly interpreted as a solicitation of investment advisory services to persons of another jurisdiction unless otherwise permitted by statute. Follow-up or individualized responses to consumers in a particular state by Birch in the rendering of personalized investment advice for compensation shall not be made without our first complying with jurisdiction requirements or pursuant an applicable state exemption.
All written content on this site is for information purposes only. Opinions expressed herein are solely those of Birch, unless otherwise specifically cited. Material presented is believed to be from reliable sources and no representations are made by our firm as to other parties’ informational accuracy or completeness. All information or ideas provided should be discussed in detail with an advisor, accountant or legal counsel prior to implementation.
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, Birch disclaims all warranties, express or implied, including, but not limited to, implied warranties of merchantability, non-infringement, and suitability for a particular purpose.
Birch 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 Birch 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 Birch or a Birch authorized representative has been advised of the possibility of such damages.
In no event shall Birch 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.
Birch Investment Management, L.L.C. recognizes that our relationships with current and prospective clients are based on integrity and trust. We work hard to maintain your privacy and to preserve the private nature of our relationship with you. We place the highest value on the information you share with us. Birch Investment Management, L.L.C. will not disclose your personal information to anyone unless it is required by law or at your direction. We will not sell your personal information. Birch Investment Management, L.L.C. will provide the privacy statement to all clients annually.
We want our clients to understand what information we collect, how we use it, and how we protect your personal information.
Why We Collect Your Information
We gather information about you so that we can:
- Help design and implement the investment and planning related services we provide you; and
- Comply with the Federal and State laws and regulations that govern us. What Information We Collect and Maintain
We may collect the following types of “nonpublic personal information” about you:
- Information from our initial meeting or subsequent consultations about your identity, such as your name, address, social security number, date of birth, and financial information.
- Information that we generate to service your financial needs.
- Information that we may receive from third parties with respect to your financial profile.
What Information We Disclose
We are permitted by law to disclose nonpublic information about you to unaffiliated third parties in certain circumstances. For example, in order for us to provide planning or investment management services to you, we may disclose your personal information in limited circumstances to various service providers, such as our clearing firm or independent contractors hired by Birch Investment Management, L.L.C.
Otherwise, Birch Investment Management, L.L.C. will not disclose any personal information about you or your account(s) unless one of the following conditions is met:
- We receive your prior written consent; or
- We have documentation that the recipient is your authorized representative; or
- We are required by law to disclose information to the recipient
How We Protect Your Personal Information
Privacy has always been important to Birch Investment Management, L.L.C. We restrict and limit access to client information only to those who need to carry out their business functions. We maintain physical, electronic, and procedural safeguards to protect your confidential personal information.