Forms & Portfolio Monitoring Tools

Questionnaires
New or potential clients:  Please complete and return the  Confidential Questionnaire before our Introductory Appointment.

Existing clients:  Please complete and return the Annual Review Questionnaire at least 10 days before our appointment.  If you are not using Blueleaf for portfolio monitoring, please send recent investment statements with the completed questionnaire.

Disclosure Brochure
Clarus Form ADV Part 2 – This is a regulatory document we are required to deliver to new clients prior to our first engagement, and to existing clients annually.

Privacy Policy
Our Privacy Policy describes how we safeguard the personal and confidential information you share with us.

 

Portfolio Monitoring Tools

Blueleaf is a program that provides web-based, live reporting access for clients to review ALL their assets in one place.  It includes balances, performance, allocation, detailed holdings information and weekly push updates as well as secure data sharing & collaboration technology.  Contact Liane for more details.