WHAT IS THE FORM ADV?

Financial advisors use the Form ADV to register as an investment advisor. The Form ADV has two parts. Part I contains information about the advisor's education, business, and disciplinary history within the last ten years. Part II includes information on the advisor's services, fees, and investment strategies. We are required by the State of New Jersey to provide you with a copy of our Form ADV.

ADV Brochure 2011


Please contact John Bodnar if there are any changes in your financial situation or investment objectives, or if you wish to impose, add or modify any reasonable restrictions to the management of your account. Our current disclosure statement is set forth on Part II of Form ADV and is available for your review upon request.