Mackenzie Hughes & Hartnett Investment Advisors LLC personnel include:
chair – Elizabeth A. Hartnett
Mary Anne Cody
Clayton H. Hale Jr.
We at Mackenzie Hughes & Hartnett Investment Advisors LLC believe in
a multidisciplinary team as an essential tool in dealing with families and
businesses in every stage of life. Our affiliate, Mackenzie Hughes
LLP, has practice areas that include:
Estates, Trusts & Personal Planning,
Securities, Tax & Pension, and Wealth Management. As a team with backgrounds
in accounting, investment management and business expertise, we
bring clients creative, timely, cost-effective and progressive advice
that not only applies to your present situation, but provides the
best possible strategy that will suit your needs long term.
Investment advisory services of Mackenzie Hughes & Hartnett Investment
Advisors LLC are independent of the legal services offered by the attorneys
of Mackenzie Hughes LLP and are provided for separate compensation. Clients
of our investment advisory firm need not be clients of the law firm. In
fact, we pride ourselves on our close relationship with other professional
financial advisors. We are happy to be part of the team of professionals
that best serves our client's total needs.
We focus on the needs of the private client and we adhere to specific policies
to ensure the confidentiality of our client's personal financial information. These
policies are set forth in our Notice of Privacy Practices.
Information regarding our investment services may be obtained only after
we have provided you with our disclosure document, Part II of our SEC
registration form ADV. This website is intended only to provide
general information and is not intended to offer any investment advice.
Please contact us at
a copy of our SEC registration form ADV Part II.
Notice Of Privacy Practices
We at Mackenzie Hughes & Hartnett
Investment Advisors LLC are committed to maintaining the confidentiality,
integrity and security of our clients' personal information.
We collect nonpublic personal information from the following sources:
Information we receive from
a client through correspondences such as name, address, telephone
number, investment goals and objectives, and detailed financial
information regarding investment assets.
Information about client
investments from custodian banks and money manager/investment
We do not disclose any nonpublic personal information
about our clients or former clients to anyone unless authorized by the client.
We may disclose nonpublic personal information
where disclosure is required by law. For example, we may disclose information in response to
requests from law enforcement authorities and regulatory agencies.
We restrict access to nonpublic personal information
about our clients to those employees with a legitimate business need
for the information., Our policy is to require that all employees keep client information confidential.
We maintain physical, electronic, and procedural safeguards to guard nonpublic personal information.
We have instituted a Business Continuity Plan to respond
to any significant business disruption by safeguarding employees' lives
and firm property, making a financial and operational assessment,
quickly recovering and resuming operations, protecting all books and records
and allowing us to transact business on our clients behalf.