HOW TO GET STARTED TODAY

Please feel free to call us at (800) 432-7447 between 8:00 A.M. and 6:00 P.M. Monday through Friday to get started.

STEP 1:

Download, print and complete the Investor Profile Questionnaire. The Investor Profile should not take more than 10 minutes to complete. Upon completing the Investor Profile Questionnaire, please be sure to attach copies of your latest investments account statements for the assets you are interested in having us manage for you.

STEP 2:

Complete the Investment Advisory Agreement and other forms necessary to begin an investment advisory relationship. Many of our clients have a variety of accounts, i.e., Joint, Trust or IRA. Indicate on your Investor Profile Questionnaire the types of additional account applications that you need.

STEP 3:

Return the Investor Profile, Investment Advisory Agreement, and any other forms to: 25 Main Street, Williamstown, MA 01267.

STEP 4:

We will contact you when we have received your materials to help you open your new account and to review your portfolio options with you.