How safe is the data you have about me?
Form ADV 2A. We file an updated version of this document with the SEC each year. It describes our services, fees, and all practices which relate to our role as your fiduciary. The SEC requires that it be written in “plain English” so that it is easily understood by the average investor.
Investment Advisory Agreement. This is a one-page agreement that we sign with clients who wish to have us manage their IRA.