Stuff you need to know.
Many view this part of an advisors' website as boilerplate. In all fairness the Disclaimer and Disclosure pages probably are. This section gives you a hard look at the details behind how we treat you, your information, and your money. It also includes a current copy of our form ADV which is on file with DORA of Colorado.
The Rights and Ethics page spells one of our most important beliefs, the CFA Institute's Statement of Investor Rights. We believe strongly that our clients deserve these rights. If you hover over the specific right, you will see questions to ask and have answered by your financial advisor.
The Standard of Practice and Code of Ethics provides you with the behaviors the Institute expects from its CFAs and CFA candidates. This is here to demonstrate that the investor rights have been the fabric of CFAs since the 1960s.