Compliance

To view the following, you need Adobe Reader® which you can download free by clicking here.

For technical support, or if you would like to be added to the Perspectives email list please message  info@bernzott.com.

• Form ADV Part I
• Form ADV Part 2: Firm Brochure
• Form CRS
• Business Continuity Plan Summary
• Proxy Voting Policy
• Client Privacy Statement

As a fiduciary to our advisory clients we have a duty of loyalty and to always act in utmost good faith, place our clients' interests first and to make full and fair disclosure of all material facts, to include information about potential conflicts of interests.