Annual ADV update available
The U.S. Securities and Exchange Commission requires investment advisory firms on an annual basis to update their registration statements. This information is conveyed to the SEC and clients via Form ADV.
Mentor Capital Management Inc. is happy to announce that its updated ADV Part II is available for all clients’ review. Form ADV covers many aspects of Mentor Capital’s business, including actual and potential conflicts of interest; business procedures; privacy policies; biographies of representatives of the firm; and fees.
If you would like an updated copy of Mentor Capital’s Form ADV Part II, please call or e-mail John, Dan or Tammy any time.
Privacy Policy available any time
Mentor Capital Management Inc. is passionate and dedicated to safeguarding your personal and financial information. We take this confidentiality and safety very seriously. Our methods and procedures in this area can be found in our privacy policy.
Although, we are required by law to provide a notice describing our privacy policy on an annual basis, Mentor Capital Management Inc. offers to send its privacy policy at any time.
If you would like a copy of Mentor Capital’s privacy policy, please call or e-mail John, Dan or Tammy any time.
(630) 530-1191 |
(630) 530-1442 