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Prepare for Your Appointment
Includes data that we will need for your first appointment. Please note the other documents you should provide, as described at the end of the form. If you prefer to complete the Profile in hard-copy or PDF, you can download the fillable PDF version.
Our 4-page introduction to an uncommon investment approach that puts first things first, by focusing on what you can control so you don't have to beat the market to succeed.
A document that Investment Advisors must make available to their clients, describing characteristics of the professional practice and those who provide investment advice. By downloading Form ADV Part 2, you consent to its electronic delivery. If you prefer a copy of Form ADV Part 2 free of charge by mail or email, please call (216) 688-3737.
Describes aspects of the confidentiality in which we hold your data.
Work With Us Remotely Or In Person
Don’t live nearby? Just want to save travel time? We can hold meetings remotely using secure computer screen sharing. Ask us for details.