For Clients
Client Downloads
These forms will help you prepare for our first meeting and help us to understand your investment goals and circumstances. The Initial Meeting Document List names the documents to bring to the meeting. The Data Organizer is a questionnaire for basic financial and investment information. Your answers to the questionnaire will provide us a foundation for our conversation.
There are two versions of each document: one for individuals, the other for not-for-profit organizations. All are in Microsoft Word 2003 format.
Individuals
Institutions
Client Login
The link below allows you to view your account's current holdings. For "Financial Organization Number," enter 47Y. If you need your login ID and password, please contact us.