Mill Hill Management, LLC ("Mill Hill") is a Registered Investment Advisor (RIA) providing discretionary investment advisory services and non-discretionary investment advisory services to clients. Registration as an investment advisor does not imply a certain level of skill or training but reflects compliance with applicable regulations. Additional information can be found at the SEC website, www.adviserinfo.sec.gov.
No Guarantee of Investment Results and Online Content
Investing involves risk, including potential loss of principal. While we provide strategic advice tailored to individual financial objectives, we do not guarantee investment returns, nor do we guarantee that any specific strategy will achieve intended outcomes. Past performance is not indicative of future results.
Any content, which may contain security-related opinions and/or information, is provided for informational purposes only and should not be relied upon in any manner as professional advice, or an endorsement of any practices, products or services. You should consult your own advisers as to legal, business, tax, and other related matters concerning any investment.
Scope of Services
Our advisory services may include financial planning, portfolio recommendations, asset allocation guidance, and specific investment consulting. However, we do not provide legal, tax or accounting advice. Clients are encouraged to consult their respective tax, legal and accounting professionals for such matters. Advisory services are only offered to clients or prospective clients where Mill Hill Management and its representatives are properly licensed or exempt from licensure. No advice may be rendered by Mill Hill unless a client services agreement is in place.
Fiduciary Duty
As a fiduciary, Mill Hill is committed to acting in the best interests of our clients. We strive to provide objective, well-researched and tailored advice aligned with each client’s financial condition, financial goals, and risk tolerance.
Third-Party Investments & Conflicts of Interest
Mill Hill may recommend third-party investment products, custodians, managers or professionals. While we conduct due diligence, we are not responsible for the performance of third-party entities. Mill Hill seeks to mitigate conflicts of interest, and any material conflicts will be disclosed to clients as required by law.
Fees & Compensation
Mill Hill operates on both a assets-under-management model and a fee-based model. These models may include hourly fees, flat fees, fixed-term advisory fees or asset-under-management fees. We do not earn commissions from investment products unless explicitly disclosed. Clients should review all advisory agreements for a full breakdown of applicable fees and charges.
Market Risk & Liquidity Considerations
Financial markets are unpredictable and subject to economic, political, and global influences. Investment liquidity, interest rates, inflation, and regulatory changes can impact portfolio performance. Clients should maintain a long-term perspective and assess their personal risk tolerance before making investment decisions.
Client Acknowledgment
By engaging the Firm’s services, clients acknowledge their understanding of this disclosure and the inherent risks associated with investing. Clients retain full responsibility for all investment decisions made based on our consultative advice.
For further details, please refer to our Form ADV Part 2A, which contains comprehensive information about our advisory services, fees, and business practices.
