As a Registered Investment Advisory firm, we are required to provide our clients with form ADV Part 2A and 2B upon our initial engagement and annually with a summary of material changes.
Firm ADV Part 2A
Financial Planning Objectives
Confidential Client Data Form
Investment Policy Questionnaire (IPQ)
Aerial Map to IWM
IWM Explanation of Quarterly Statement
ADV Part 2A and 2B