Client Relationship Summary

Form ADV-Part 3

 

Every investment advisor registered with the U.S. Securities & Exchange Commission (SEC) is required to file a Client Relationship Summary (Form ADV-Part 3).  In this document the investment advisor provides a summary description of their services offered to retail investors including costs, conflicts of interest, obligations to clients and any disciplinary history.  The two page document summarizes these important topics and others detailed in the Firm Brochure (Form ADV-Part 2A)

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