We are pleased to provide the most recent copies of our ADV Part 2A (the “Brochure”) & Part 2B (the “Brochure Supplement”).
For clients in a Wrap Program, please also see Wrap Fee Program Supplement.
If you would like documents mailed to you free of charge, please let us know.
We encourage our clients to raise any questions with us about the custody, safety or security of their assets. The custodians we do business with send you independent account statements listing your account balance(s), transaction history and any fee debits or other fees taken out of your account.
Please remember to contact us if there are any changes in your financial situation or investment objectives or if you wish to impose, add, or modify any restrictions to your account.