Disclosure/Privacy

Matt Adams is an Investment Advisor Representative for ACM Money Methods, Ltd.  ACM Money Methods, Ltd. is located in Amarillo Texas, and is a registered investment advisor with the State of Texas.  ACM only transacts business in states where it is properly registered, or excluded or exempted from registration requirements.  Past performance may not be indicative of future results.  Therefore, no current or prospective client should assume that the future performance of any specific investment, investment strategy, or product made reference to directly or indirectly on this website, or indirectly via link to any unaffiliated third-party website, will be profitable or equal to corresponding indicated performance levels.  Disseminated information on this site is designed to be general in nature pertaining to the advisory services of ACM, and not as a solicitation to effect, or attempt to effect transactions in securities, or the rendering of personalized investment advice. 

ACM Money Methods, Ltd. does not make any representations or warranties as to the accuracy, timliness, suitability, completeness, or relevance of any information prepared by ACM on this site, or any third party website link found on this site, and takes no responsibility therefore.  All such information is provided solely for convenience purposes only and all users thereof should be guided accordingly. 

For a copy of the ACM Money Methods, Ltd. Form ADV II, please send an email request to matt@moneymethods.com

PRIVACY POLICY

ACM Money Methods, Ltd., a Registered Investment Advisor, is committed to protecting the confidential information of its clients.  All personal information provided to our firm is held in the strictest confidence.  You have trusted us with your private financial information and we will do everything possible to maintain that trust.  We have never disclosed information to nonaffiliated third parties, except as permitted by law, and do not anticipate doing so in the future.  If we were to anticipate such a change in firm policy, we would be prohibited under the law from doing so without advising you first.

1.  We do not sell your personal information to anyone.

2.  We maintain a secure office and computer environment to ensure that your information is not placed at unreasonable risk.

3.  We limit employee access to information only to those who have a business or professional reason for knowing, and only to nonaffiliated third parties as permitted by law.  (For example, the law permits us to share a limited amount of information about you with a brokerage firm in order to execute securities transactions on your behalf, or so that our firm can discuss your financial information with your accountant or lawyer.). 

4.  The categories of nonpublic personal information that we collect from a client depend upon the scope of the client engagement.  It will include information about your personal finances, information about your health to the extent that it is needed for the planning process, information about transactions between you and third parties, and information from consumer reporting agencies.

5.  For unaffiliated third parties that require access to your personal information including financial service companies, consultants, and auditors, we also require strict confidentiality in our agreements with them and expect them to keep this information private.  Regulatory obligations also allow for federal and state regulators to review firm records as permitted under law.

6.  Personal information about you will be maintained during the time you are a client, and for the required time thereafter that such records are required to be maintained by federal and state securities laws, and consistent with the CFP Board Code of Ethics and Professional Responsibility.  After this required period of time for record retention, all such information will be destroyed.

7.  We will continue to evaluate our efforts to protect personal information and make every effort to keep your personal information accurate and up to date.

If you have any questions regarding this policy, please contact us at:  806-353-8782