Client Relationship Summary

The Client Relationship Summary (CRS) is a required disclosure for all investment advisors registered with the SEC. This two-page summary document provides an overview of an advisor’s services, fees, and potential 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 our CRS and call us with any questions you may have.

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