Important Disclosures

FORM ADV Part 2:  Uniform Requirements for the Investment Adviser Brochure and Brochure Supplements

Under SEC and similar state rules, we are required to deliver to clients and prospective clients a brochure disclosing information about our firm.  Part 2 of Form ADV sets out the minimum required disclosure that our brochure (Part 2A for a firm brochure, or Appendix 1 for a wrap fee program brochure) and brochure supplements (Part 2B) must contain.

If you have any questions about our Form ADV Part 2, please contact our office.