Document Preparation

• ADV Parts 1 and II
  
• Narrative Brochures
  
• IARD Filings
  
• Investment Advisory Contracts
  
• Solicitor Agreements
  
• Deficiency Letter Responses
  
• Compliance Manual
  
• Written Supervisory Procedures
  

We take the confusion out of: what the definitions mean, what needs to be disclosed, and how to handle electronic filing.

Make sure your client agreements cover all of the required elements.

Have a narrative brochure that is a useful sales tool and complies with the narrative content guidelines.

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