To Our Valued Clients:
Registered Investment Advisers are required to file updated disclosure documents and provide clients with a summary of any material changes on an annual basis. Since our last annual amendment filed on 1/22/2021, we have the following material changes to disclose:
ADV Form 2A: Firm Brochure
Brochure Supplement for Raymond Carota
Brochure Supplement for Michael Deo
BFG Form CRS
AP Form CRS
If there are any changes in your financial situation or investment objectives, please contact us at your earliest convenience to schedule a time to discuss this further. We would like to take this opportunity to thank you for your ongoing business and look forward to a prosperous year together.