WHAT WE DO

Our strategy is straightforward. We search the globe for people, companies, products and services that are intrinsically exciting. Our role is not to make an investment decision for you, but rather to present you with the most interesting spectrum of curated opportunities out there. At MIT we don't play favorites with our clients. We are transparent in our approach and do not negotiate terms. Some opportunities are sold by prospectus with fixed terms. Others are investments in companies with negotiable terms. Either way, we’ll introduce you to each company so that you can make your own decision as to how to proceed.

 MIT'S

FEATURED SERVICES

David Ford

CEO & CCO

David supervises all activities at MIT and is responsible for the development and overall direction of HNW-X. With over 35 years-experience in the financial services industry, David has developed a broad range of investment products. David has led and been a senior managing member at companies including Fidelity, Aetna, and Hines Real Estate to name a few. 

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MEET MIT

Lisa Harline

Chief Accountant

Lisa oversees all aspects of the organization’s accounting and financial matters. With a focus on detail, Lisa has served in many capacities throughout her personal & professional life. She spent the first part of her career structuring cash flow models that in part, birthed the age of derivatives and collateralized mortgage obligations, before dedicating her time to raising her two children.

Nicholas Georggin

General Council

Nick is a licensed attorney and has been practicing law for 23 years. His background and experience includes running his own law firm for over 21 years concentrating on complex litigation, class action, public entity defense, and residential/commercial construction cases. Nick has managed over 1,500 litigated matters in both the trial and appellate courts.

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MIT SPECIALTIES

 

CONTACT US

PHONE

(415) 860 3673

dwford@mit-bd.com

ADDRESS

MIT ASSOCIATES, LLC

30212 Tomas Ste 365, Rancho Santa Margarita, CA 92688, USA

Disclosure:

This website is for information purposes only. We believe we are providing accurate information, but MIT Associates, LLC does not warrant the completeness, timeliness, or accuracy of the information provided. Nothing on this website should be construed as a solicitation, offer or recommendation to acquire or dispose of any security or financial instrument or to engage in any other transaction. The information on this website is not intended as tax or legal advice.  Please consult legal or tax professionals for specific information regarding your individual situation.

The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security. The information and materials contained in this website, and the terms and conditions of the access to and use of such information and materials, are subject to change at any time without notice. MIT or its suppliers may discontinue or make changes to the information, products, or services described herein at any time without prior notice to you and without any liability to you.

Any dated information is published as of its date only, and MIT does not undertake any obligation or responsibility to update or amend any such information. MIT reserves the right to terminate any or all website information, offerings, or transmissions without prior notice to the user. Furthermore, by offering this website and information, products, or services via this web site, no distribution or solicitation is made by MIT to any person to use this we site or such information, products, or services in jurisdictions where the provision of this and such information, products, or services is prohibited by law.

We take protecting your data and privacy very seriously.  As of January 1, 2020, the California Consumer Privacy Act (CCPA) suggests the following link as an extra measure to safeguard your data:   Do not sell my personal information.

Securities are offered and sold through registered representatives of MIT Associates, LLC, member FINRA/SIPC.

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