Annual Offer of ADV Brochure and disclosure documents
Also, please contact your advisory representative immediately if you have had any changes in your investment objectives or financial circumstances. Any changes could impact how we manage your portfolio and will become part of your client file. You should also contact us at any time during the year if your investment goals and/or financial circumstances change.
Also enclosed is a copy of our current privacy policies which we are required to deliver to all existing clients annually. All of our current documents can be found at the bottom of our website in the disclosure section. If you wish to receive documents by mail please let us know.
As always, we welcome your questions and comments at any time.
Very truly yours,
President and CEO
Gerber Kawasaki Inc.