Web Disclosure

The views provided on this website are intended to provide the investor with an introduction to Peachtree Investment Partners, LLC (PIP), and its investment services. Nothing on this website should be construed as a solicitation or offer, or recommendation, to buy or sell any security or provide advisory services by PIP in any jurisdiction in which such solicitation or offer would be unlawful under the securities laws of such jurisdiction. The information on this website is based on data gathered from what PIP believes are reliable sources. It is not guaranteed as to the accuracy and does not purport to be complete and is not intended as the primary basis for investment decisions. It should not be construed as advice meeting the particular investment needs of any investor. All references that might be made to an investment, index, or portfolio’s performance are based on historical data, and one should not assume this performance will continue in the future.

Privacy

PIP is committed to safeguarding the confidential information of its current and prospective clients. We hold all personal information provided to our firm in the strictest confidence. These records include all personal information we collect from current, previous, and prospective clients connected with the services we provide. We do not disclose information to non-affiliated third parties, except as permitted by law. If we were to anticipate such a change in firm policy, we would be prohibited under the law from doing so without advising clients first. We use the financial information that clients provide to help them meet their personal financial goals while guarding against any real or perceived infringements of their privacy rights. Our policy concerning personal information is listed below.

We limit employee and agent access to information only to those who have a business or professional reason for knowing, and only to non-affiliated parties as permitted by law. For example, federal regulations allow us to share a limited amount of information about clients with brokerage firms to execute securities transactions on their behalf. We maintain a secure office and computer environment to ensure that clients’ data is not placed at unreasonable risk. 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 personal finances, social security numbers, and account numbers to the extent it is needed for the investing process, and information about transactions between clients and third parties.

For unaffiliated third parties that require access to our clients’ personal information, including financial service companies, consultants, and auditors, we also require strict confidentiality and expect them to keep this information private. Federal and state regulators also may review firm records as permitted under law.

We do not provide current or prospective clients’ personally identifiable information to mailing list vendors or solicitors for any purpose. Personally identifiable information about clients will be maintained during the time they are clients. For the required time after that, such records are required to be kept by federal and state securities laws. After this necessary period of record retention, all such information will be destroyed.

Links to Other Sites

At certain places in the PIP internet site, live ‘links’ to other Internet addresses can be accessed. Such external Internet addresses contain information created, published, maintained, or otherwise posted by institutions or organizations independent of PIP. PIP does not endorse, approve, certify, or control these external Internet addresses, and does not guarantee or assume responsibility for the accuracy, completeness, efficacy, timeliness, or correct sequencing of information located at such addresses. Use of any information obtained from such addresses is voluntary, and reliance on it should only be undertaken after an independent review of its accuracy, completeness, efficacy, and timeliness. Reference therein to any specific commercial product, process, or service by trade name, trademark, service mark, manufacturer, or otherwise does not constitute or imply endorsement, recommendation, or favoring by PIP.