ADV-Part II Disclosure Statement
As an SEC Registered Investment Advisory firm, we are pleased to provide our clients an updated copy of our ADV-Part II disclosure statment.
Proxy Voting Policies
For accounts where our clients have given us permission to do so, we will vote proxies. We consider this a great responsibility and endeavor to represent the best interests of our clients as shareholders. Our voting policies outline the manner in which we will vote on a number of common shareholder activities.
Privacy Policy
We have adopted this policy with recognition that protecting the privacy and security of the personal information we obtain about our customers is an important responsibility.
Legal Services Disclosure Statement
Our financial planning services are not legal services but often do include estate planning. The attached disclosure explains the distinction in more detail.