Disclosures
Form ADV & fee disclosures
Our regulatory disclosure documents, available to clients and prospective clients at any time.
Form ADV, Part 2A
Updated March 18, 2025 · PDFFirm brochure describing our services, fees, and business practices.
Download →Form ADV, Part 2A Appendix 1
Updated March 18, 2025 · PDFWrap Fee Program brochure.
Download →Massachusetts Table of Fees for Services
PDFStand-alone fee table required for advisers registered in Massachusetts, per 950 CMR 12.205(8)(a).
Download →Effective June 14, 2019, the Massachusetts Securities Division adopted amendments regarding disclosure obligations of investment advisers registered in Massachusetts. The amendments require all investment advisers registered in Massachusetts to provide clients and prospective clients with a one-page, stand-alone Table of Fees for Services.
See also our Privacy Policy, Disclaimer, and Terms of Use.