Past performance may not be indicative of future results. Therefore, no current or prospective client should assume that future performance of any specific investment or investment strategy (including the investments and/or investment strategies recommended or undertaken by MBAM) made reference to directly or indirectly by MBAM in its web site, or indirectly via a link to an unaffiliated third party web site, will be profitable or equal the corresponding indicated performance level(s).

Different types of investments involve varying degrees of risk, and there can be no assurance that any specific investment will either be suitable or profitable for a client or prospective client’s investment portfolio. Historical performance results for investment indices and/or categories generally do not reflect the deduction of transaction and/or custodial charges, the deduction of an investment management fee, nor the impact of taxes, the incurrence of which could have the effect of decreasing historical performance results.

MBAM and its representatives are in compliance with the current filing requirements imposed upon SEC registered investment advisers by those states in which MBAM maintains clients. MBAM may only transact business in those states in which it is registered, or qualifies for an exemption or exclusion from registration requirements.

For information pertaining to the registration status of MBAM, please contact the SEC or the state securities regulators for those states in which MBAM maintains a notice filing. A copy of MBAM’s current written disclosure statement discussing MBAM’s business operations, services, and fees is available from MBAM upon written request.


MBAM’s web site is limited to the dissemination of general information pertaining to its advisory services, together with access to additional investment-related information, publications, and links. Accordingly, the publication of MBAM’s web site on the Internet should not be construed by any consumer and/or prospective client as MBAM’s solicitation to effect, or attempt to effect transactions in securities, or the rendering of personalized investment advice for compensation, over the Internet.

The content of this website is intended for general information purposes only and should not be acted upon without obtaining specific legal, tax and investment advice from a qualified professional concerning your own situation. Nothing on this website should be interpreted to state or imply that past results are an indication of future performance.


The content on each of the web pages at this site, including, but not limited to, design, text, and images are owned or licensed by MBAM, unless otherwise expressly stated. Except for your own personal, noncommercial use, none of the content on these web pages may be copied, transmitted, displayed, distributed, modified, framed or stored for subsequent use in whole or in part in any manner without MBAM’s prior written consent. “Miles Brown Asset Management” and the MBAM logo are trademarks or service marks of MBAM.

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, Certified Financial Planner™ and federally registered CFP (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.


All links to other sites found on the MBAM website are publicly available on the World Wide Web and are provided solely for the convenience of users. These sites are not sponsored or endorsed by, affiliated with, or the responsibility of MBAM.

Links are being provided for information purposes only. Unless expressly stated otherwise, the owners of these linked sites are not affiliated with MBAM and they do not sponsor or endorse the MBAM site or the views expressed in these documents. Likewise, MBAM is not affiliated with and does not endorse, authorize or sponsor any of the listed websites or their respective sponsors. MBAM is not responsible for the content of any website or the collection or use of information regarding any website’s users and/or members.

MBAM 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 MBAM’s web site or incorporated herein, and takes no responsibility therefor. All such information is provided solely for convenience purposes and all users thereof should be guided accordingly.

Neither we nor our information providers shall be liable for any errors or inaccuracies, regardless of cause, or the lack of timeliness of, or for any delay or interruption in the transmission thereof to the user.

There are no warranties, expressed or implied, as to accuracy, completeness, or results obtained from any information posted on this or any ‘linked’ website.


MBAM often communicates with its clients and prospective clients through email and other electronic means. Your privacy and security are very important to us. MBAM makes every effort to ensure that email communications do not contain sensitive information. We remind our clients and others not to send MBAM private information over email. If you have sensitive data to deliver, we can provide secure means for such delivery.

Any subsequent, direct communication by MBAM 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.