Have you ever sat across the desk from your financial consultant wondering about his or her objectivity in giving you investment advice? We've all been there; heard the pitch for mutual fund A, or Annuity B, all the time wondering whose interest is really being served. At Mavy Investment Strategies we take a different approach.

Mavy Investments is a Fee-Only firm, offering objective investment advice and skilled asset management. We are located in the Auburn California area and serve clients throughout California.

Mavy Investment Strategies was founded on the idea that investment clients are not being well served by the brokerage industry. Investors have grown tired of excessive sales charges, undisclosed commissions, and never-ending fees. The founder of Mavy Investment Strategies believes that investors are best served by objective and expert advice and competitive rates. A critical part of that equation is missing at most brokerage firms when fees are kept hidden or at best less than transparent.

Mr. Mavy invested in his first mutual fund before entering college. He had scouted the different brokers in the Auburn, California area and what he found was salesman after salesman. He tried to find a good broker because he knew very little about investing, but what he found surprised him. Brokers are not the investment professionals he assumed them to be, rather they were more simply slick salesmen.

Having that bad taste of dissappointment in his mouth, Mr. Mavy invested in a mutual fund he found on his own with no help from a broker. It was a fine investment, in fact a great investment compared to what the brokers were selling.

A somewhat entertaining portion of the experience was the coincidence that each of the brokers attempted to sell funds from the same company. Was it coincidence? A year after visiting these different brokers, the fund company that had been suggested was the subject of steep fines and disciplinary action for the kick-backs it was giving to brokers.

At Mavy Investment Strategies today, we proudly boast of the exceptional value we offer our clients. Our client-first philosophy is more than lip service. No quotas, no sales gimmicks, no commissions. Unbiased and educated advice, professional guidance you can trust, and the attention you deserve. That's what we're about.

Thank you to all of our clients who have entrusted us with their investments, retained us for our advice, and given us the wonderful votes of confidence of their referrals.

Sincerely,

Mavy Investment Strategies
500 Wall St. Suite 3
Auburn, CA 95603
(530)830-2170

IMPORTANT CONSUMER DISCLOSURE:

This website provides general information on our services and a way for you to contact us. We do not render personalized financial planning or investment advice through the website. Advice may only be rendered after the delivery of Form ADV-Part II, the execution of an investment advisory and/or financial planning agreement, and the initial payment of a planning fee or investment advisory fee. We offer to deliver, without charge, a copy of our brochure (ADV Part II) upon request.

This website is for informational purposes only and does not constitute a complete description of Financial Planning or Investment Management services. Information throughout this site, whether stock quotes, charts, articles or any other statement or statements regarding market or other financial information, is obtained from sources which we, and our suppliers believe to be reliable, but we do not warrant or guarantee the timeliness or accuracy of this information. There are no warranties, express or implied, as to the accuracy, completeness, or results obtained from any information posted on this or any "linked" web site.

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