Updated Form ADV Part 2 Now Available

Our Form ADV Part 2 was updated at the end of March as part of our compliance program. An offer to receive a full copy of the updated ADV went out with your Q1 reporting packet. You can view it here or we would be glad to send you a hard copy. Your advisor or the firm's Chief Compliance Officer, Ralph Manna, is also available to answer any questions you might have on this important disclosure document.