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Strategic Development Solutions, LLC (SDI) is a State registered investment adviser located in Los Angeles, CA.

As a California registered investment adviser, Strategic Development Investments, LLC (SDI) may only transact business in a particular state after licensure or satisfying qualifications requirements of that state, or only if they are excluded or exempted from the state's investment adviser requirements, as the case may be. Follow-up or individualized responses to consumers in a particular state by an investment adviser that involve either the effecting or attempting to effect transactions in securities or the rendering of personalized investment advice for compensation, as the case may be, shall not be made without first complying with the state's investment adviser requirements, or pursuant to an applicable state exemption or exclusion. For information concerning the licensure status or disciplinary history of an investment adviser, a consumer should contact his or her stated securities law administrator. For non-clients of the firm, SDI's web site is limited to the dissemination of general information pertaining to its investment advisory services. A copy of SDI's Form ADV Part I and II is available at the SEC's Investment Advisor Public Disclosure Site.

Please contact Ken Mayne, Chief Investment Officer, by phone at 310-477-0617 and or by e-mail at km@sdifunds.com to find out if we may conduct advisory business in the state or country where you reside. Accordingly, SDI does not, and will not, effect or attempt to effect transactions in securities, or the rendering of personalized investment advice for compensation, through this website. Any subsequent, direct communication with a prospective client shall be conducted by one of the SDI's representative who is either registered or qualifies for an exemption or exclusion from registration in the state or country where the prospective client resides.

Any complaints against the firm or the Representative should be submitted to SDI's CIO at the phone number or email address given above. SDI reserves and intends to exercise the right to review, monitor and retain the content of all e-mail communications

Visitors to SDI's website should be advised that at certain places we offer direct access or "links" to other internet websites. These sites contain information that has been created, published, maintained or otherwise posted by institutions or organizations independent of SDI. SDI does not endorse, approve, certify or control these websites and does not assume any responsibility for the accuracy, completeness or timeliness of the information located there. Visitors to these websites should not rely on information contained therein until consulting with an independent finance professional or before otherwise verifying the accuracy of such information. SDI does not necessarily endorse or recommend any commercial product or services described on these websites. Furthermore, links to regulatory sites should not imply any endorsement of SDI by that agency.

Business Continuity Plan

Strategic Development Investments, LLC (SDI) has developed a Business Continuity Plan outlining how the firm will respond to events that significantly disrupt its business. Since the timing and impact of disasters and disruptions is unpredictable, SDI will have to be flexible in responding to actual events as they occur. With that in mind, the following information is being provided to you regarding our business continuity plan.

Contacting Us - if after a significant business disruption you cannot contact us as you usually do at 310-477-0617, you should call our alternative number 310-914-5333.

Our Business Continuity Plan - SDI plans to quickly recover and resume business operations after a significant business disruption and respond by safeguarding our employees and property, making a financial and operational assessment, protecting the firm's books and records, and allowing our customers to transact business. In short, our business continuity plan is designed to permit the firm to resume operations as quickly as possible, given the scope and severity of the significant business disruption.

SDI's business continuity plan addresses data backup and recovery; all mission critical systems; financial and operational assessments; alternative communications with customers, employees, and regulators; alternate physical location of employees; critical supplier, contractor, bank and counter-party impact; and regulatory reporting.

While every emergency situation poses unique problems based on external factors, such as time of day and the severity of the disruption, it is our objective to restore operations and be able to complete existing business and/or continue to conduct business within a reasonable amount of time based on the robust systems, fault tolerance and effective recovery from system errors or disruptions.

Varying Disruptions - Significant business disruptions can vary in their scope, and may affect only our firm, the building housing our firm, the business district where our firm is located, the city where we are located, or the whole region. Within each of these areas, the severity of the disruption can also vary from minimal to severe. In a disruption to only our firm or the building housing our firm, we will transfer our operations to a local site when needed and expect to recover and resume business within 1 business day. In a disruption affecting our business district, city, or region, we will transfer our operations to a site outside of the affected area, and recover and resume business within 3 business days. In either situation, we plan to continue in business, and notify you by telephone or our customer emergency number 310-914-5333. If the significant business disruption is so severe that it prevents us from remaining in business, we will inform you.

Privacy Policy

Strategic Development Solutions, LLC (SDI) sometimes obtains financial and personal information.  SDI will protect the information you have provided in a manner that is safe, secure and professional. SDI and its employees are committed to protecting your privacy and to safeguarding that information.

Safeguarding Documents - We collect non-public data in checklists, forms, in written notations, and in documentation provided to us for evaluation, registration, licensing or related consulting services. We also create internal lists of such data. During regular business hours access to non-public record is monitored so that only those with approval may access the files. During hours in which the company is not in operation, all records will be locked. No individual who is not so authorized shall obtain or seek to obtain personal and/or financial information. No individual with authorization to access personal and/or financial information shall share that information in any manner without the specific consent of a firm principal. Failure to observe SDI procedures regarding this privacy policy will result in discipline and may lead to termination.

Sharing Nonpublic Personal and Financial Information - SDI is committed to the protection and privacy of all personal and financial information. SDI will not share such information with any nonaffiliated third party except:

  • With persons assessing compliance with industry standards, or to the attorneys, accountants and auditors of the firm;
  • In connection with a sale or merger of SDI's business;
  • To protect against or prevent actual or potential fraud, identity theft, unauthorized transactions, claims or other liability;
  • To comply with federal, state or local laws, rules and other applicable legal requirements;
  • With the individual or entities consent; or Pursuant to any other exceptions enumerated in the California Information Privacy Act.

Opt-Out Provisions - It is not the policy of SDI to share nonpublic personal and/or financial information with unaffiliated third parties except under the circumstances noted above. Since sharing under the circumstances noted above is necessary to service your account or is mandated by law, there are no allowances made for an individual or an entity to opt out.

If you have questions about any of the information provided above, please contact Ken Mayne, Strategic Development Investment's Chief Investment Officer at 310-477-0617 or km@sdifunds.com