Investment Adviser Representatives are fiduciaries; you can determine if your financial advisor is an investment adviser representative through the SEC’s Investment Adviser Public Disclosure (IAPD) website at adviserinfo.sec.gov. Search by the advisor’s name to view their information and IAPD detailed report. You can also request the advisor’s Form ADV 2B which discloses registration status, services, fees, conflicts of interest, and any disciplinary history. Ask them to walk you through it before you commit.
We exist so you don’t have to worry about money. For more than 40 years, we’ve taken the sophisticated, time-tested approach that many ultra-high net worth individuals use to help manage their financial lives and made it accessible to more families.
