Disclosures & resources
Clarity in
every relationship.
Review business capacities, service scope, and governing documents as part of your professional due diligence and client implementation process.
Three business lines.
M. H. LeBlang, Inc. operates the following distinct brands and lines of business. A shared brand family does not make brokerage, investment advisory, and insurance services interchangeable.
MHL Investments — broker-dealer
Securities are offered through MHL Investments, member FINRA / SIPC, CRD #2535. Brokerage services are nondiscretionary and differ from ongoing discretionary investment management. Review the Form CRS for brokerage services, compensation, conflicts, and disciplinary information.
MHL TAMP — investment adviser
MHL TAMP provides investment advisory services under the applicable advisory agreements and disclosures. Strategy management is limited to the authorized scope. Registration does not imply a certain level of skill or training.
M. H. LeBlang Insurance Services — insurance agency
M. H. LeBlang, Inc. dba M. H. LeBlang Insurance Services offers insurance products through appropriately licensed insurance professionals. California license name: M. H. LeBlang, Inc. Insurance Services; CA Insurance License 0M32052. Registered annuities and variable insurance securities also involve brokerage services through MHL Investments.
Documents & public records.
Review the published disclosures and firm records for the service you are considering. MHL TAMP’s Form ADV includes information about fees, minimums, investment approach, risks, and conflicts.
MHL Investments · Form CRSMHL Investments · FINRA BrokerCheckMHL TAMP · Published Form ADV — fees, minimums & strategy insightsInvestment Adviser Public Disclosure · CRD #2535Request MHL TAMP model schedules & advisory agreementsInvestor.gov · Research financial professionalsRisks deserve attention.
All investments involve risk, including possible loss of principal. Private and alternative investments may involve significant illiquidity, leverage, concentration, valuation uncertainty, issuer or manager risk, complex tax reporting, and loss of the entire amount invested.
Repurchase programs, redemption windows, estimated values, and expected distributions are not promises of liquidity or a guaranteed return. Diversification does not guarantee a profit or protect against loss. Any investment requires review of its own governing documents, eligibility standards, and risk factors.
Insurance guarantees depend on the issuing insurer’s claims-paying ability. Annuities are not FDIC-insured deposits. RILAs and variable annuities can lose value, and all annuity contracts may contain withdrawal restrictions, surrender charges, and other limitations.
SIPC does not protect against market losses or guarantee the value of an investment. Whether a particular asset is eligible for SIPC protection depends on applicable law and the account arrangement. Read what SIPC protects.
Costs, roles & conflicts.
Compensation may include brokerage commissions, advisory fees, insurance compensation, and product or service-related payments. Primary advisor, platform, custodial, transaction, manager, and product costs may apply separately. The total cost and compensation structure depend on the actual relationship and investment.
MHL is under common ownership with Aegis Wealth Group, LLC (Everspire), E6 Portfolios, and TomiPlan. Affiliate relationships and differing compensation can create conflicts of interest. Review the relevant disclosures and ask who is being paid, how much, and for which service.
Privacy & secure communication.
Request the current financial privacy notice and applicable sharing choices from our team.
Do not send sensitive personal or financial information through ordinary email. Contact us to arrange an appropriate secure communication channel. Contact links open your email application. The insurance case inquiry form prepares an email in your browser; its entries are not submitted to or stored by this website. You send the completed request from your email application. Do not include sensitive client information.
Business continuity.
MHL Investments maintains a business continuity plan for significant disruptions. To request the current summary or assistance reaching the firm, call (801) 545-8706 or email hello@mhlinvestments.com.
Website terms.
The content on this website is for general information. It is not an offer to sell, or a solicitation to buy, a particular security, investment strategy, or insurance contract. Services are offered only where the firm and its professionals are appropriately registered, licensed, or exempt.
This website does not replace a prospectus, private placement memorandum, advisory agreement, insurance contract, or required disclosure. It does not provide individualized investment, tax, or legal advice. Client-specific tax and legal matters should be addressed with the client’s qualified professionals.
Links to third-party resources are provided for convenience. MHL does not control the content or privacy practices of those websites.
Architectural photography: Kamilla Isalieva / Unsplash. The image is illustrative and does not depict an MHL office, property, or investment.
