Disclosures

Form CRS – Client Relationship Summary

Middleton & Company, Inc. (“Middleton”) is an investment adviser registered with the Securities and Exchange Commission. Investment advisory services and fees differ from those of a broker-dealer, and it is important for you to understand the differences. There are free and simple tools that allow you to research firms and financial professionals at www.investor.gov/CRS. This website also provides educational materials about investment advisers, broker-dealers, and investing…

Form ADV Part 2A – Brochure

This Brochure provides information about the qualifications and business practices of Middleton & Company, Inc. If you have any questions about the contents of this Brochure, please contact Irene Brennan, Compliance Manager, at 617-502-6401 or irene.brennan@middletonco.com, or Maria McCormack, Chief Compliance Officer, at 617-502-6423 or maria.mccormack@middletonco.com.

Privacy Policy

At Middleton & Company, Inc., protecting the privacy and confidentiality of your personal information is important to us. We value your business and the trust you place in Middleton and guarding your privacy is a responsibility we take seriously. As an investment adviser, we collect, maintain, and use information about you on a routine basis. In order to help you better understand how we protect your personal information, we are providing this summary of our practices and policies with respect to the privacy of client information. In the event you terminate your relationship with us, we will continue to adhere to the policies and practices described in this notice…

Legal Disclaimer

Middleton & Company, Inc. (“Middleton”) is an investment adviser registered with the U.S. Securities and Exchange Commission. This website provides general information about Middleton and our services. It is not intended to offer or deliver investment advice in any way. Information regarding Middleton’s investment advisory services is provided so that you may gain an understanding of our investment philosophy, our strategies, and to be able to contact us to discuss your investment needs…