Each client is required to maintain a separate custodial or safekeeping account at a bank, trust company, or similar institution which holds all cash and securities. Under no circumstances will Leylegian Investment Management, Inc. take delivery of cash or securities, or act as a repository for any client.

Since most clients already maintain either a banking/trust or brokerage house relationship as well as a short-term/money market account, any fees associated with those services are to be paid separately and are not a component of our investment advisory fee. Please be further advised that our firm will not collect nor remit those fees on behalf of any client.

Furthermore, we are unable to provide any investment advice to clients concerning securities and other assets which are held outside of our management.

We are neither a public accountant nor a tax specialist, and are unable to provide any advice or assistance to clients in matters of taxation or financial planning. We encourage our clients to retain such professional services on their own.