registered investment adviser
independent investment advice since 1988
Form ADV Part II is a Securities and Exchange required disclosure document to be offered to clients and potential Clients to help them evaluate the qualifications of a Registered Investment Adviser and is part of the "Uniform Application for Investment Adviser Registration" SEC form 1707 (updated periodically).
UPON REQUEST CLIENTS AND PROSPECTIVE CLIENTS WILL BE SENT A COPY OF THIS "FORM ADV PART II" FREE OF CHARGE. PLEASE REQUEST YOUR COPY BY USING THE "Feedback" SECTION OF OUR WEBSITE.
Information geared to the investing public can be found on the Securities and Exchange Commission (SEC) Web Site under the "Investor Information" section (www.sec.gov/investor.shtml). From time-to-time the SEC may change the referenced addresses (URL) in which case the root URL should be used (www.sec.gov).
This ADV Form Part II is not intended to be a solicitation or an offer of services.
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