Client Relationship Summary

The Client Relationship Summary is a newly established requirement for registered investment advisors with the U.S. Securities and Exchange Commission (“SEC”). This two-page summary document provides an overview of our services, fees, and conflicts. It also provides some helpful conversation starters you should ask any financial advising firms you may consider working with, such as:

  1. Given my financial situation, should I choose an investment advisory service? Why or why not?
  2. How will you choose investments to recommend to me?
  3. What is your relevant experience, including your licenses, education and other qualifications? What do these qualifications mean?

We encourage you to read this document and discuss any questions you may have with us.

Download Client Relationship Summary

Learn more about our important disclosure information.