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We are pleased to provide you with two important disclosure documents that are mandated by the U.S. Securities and Exchange Commission for firms such as ours that are regulated by the SEC. Clients will be familiar with the "Brochure" (also called ADV Part 2A). The second document is the Client Relationship Summary, or CRS. The CRS is a two-page document that follows a specific protocol uniformly applied to all registered investment advisers. We welcome any questions you may have about these disclosures.

CRS

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BROCHURE

To read more, click here