Form CRS - Client Relationship Summary
The Client Relationship Summary is a newly established requirement for registered investment advisors with the U.S. Securities and Exchange Commission (“SEC”). It is a two-page summary of our services, fees, and conflicts. We encourage you to read this document and discuss any questions you may have with us.
This is the initial filing of our Client Relationship Summary. Should there be any material changes, we will ensure that we inform you of those changes promptly.
Changes to your Situation
Please also inform us of any changes in your financial situation, your goals, tolerance for risks, or other matters relating to your account[s] with us. Please remember to advise us promptly, in writing, if there are ever any changes in your financial situation or investment objectives in the future.
Of course, as always, should you have any questions regarding your accounts, we will continue to remain available at your convenience to address them.
David Benning, Chief Compliance Officer
Click below to view Form CRS