Sample Statements

DISCLAIMER STATEMENT

            MDIC Investment Company, Inc. is in the business of advising clients and potential clients on the purchase, exchange and sale of mutual funds and separate accounts of insurance products.  Please note that there can be no assurance that these investments in mutual funds or separate accounts will meet your objectives.  Performance figures quoted on these statements represent the past and are not necessarily indicative of future performance.  The investment return and principal value of fund shares will fluctuate, so that an investor's shares may be worth more or less than the original cost.  The actual cost of your investments appears at the bottom of the statement.  Anyone contemplating an investment with MDIC, Inc. should read carefully the prospectus of the specific mutual fund before the actual investment is made in order to receive complete information about their investment, including sales charges, management fees and expenses.

ADV FORM

MDIC Investment Advisory Service, LLC has filed with the NYS Office of the Attorney General. Form ADV, Investment Advisor Statement.  As an active client of our firm you are entitled to a copy of this filing at any time.  A copy may be obtained by writing, telephoning or faxing our office and/or stopping by our office.

PRIVACY POLICY NOTICE

A copy of MDIC Investment Advisory Service, LLC’s Private Policy Notice is available upon request.