Client Disclosures

Form CRS (Customer Relationship Summary) is a document financial firms provide that explains their services, fees, and important information clients should know. It helps investors better understand and compare financial professionals before making decisions.

Form ADV Part 2 is a document investment advisers provide that explains their services, fees, investment approach, and important disclosures. It helps clients understand how the adviser works and make informed decisions about working with them.

Connor Schaefer’s Form ADV Part 2B provides background information about the financial professional working directly with clients. It includes details such as education, business experience, qualifications, and other important information to help clients better understand who they are working with and make informed decisions.