Disclosure Downloads

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2016-05-31 Form ADV
SFS Narrative ADV 2016-05-31 final.pdf
Adobe Acrobat document [118.0 KB]
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SFS Narrative ADV 2017-03-31
SFS Narrative ADV 2017-03-31 final for p[...]
Adobe Acrobat document [124.5 KB]
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SFS Narrative ADV 2018 -03-31
SFS Narrative ADV 2018-03-31 final for p[...]
Adobe Acrobat document [124.5 KB]
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SFS Privacy Policy Statement 2012-08-06
Saved 2012-08-06
Original in Compliance / Privacy
Privacy Policy SFS.pdf
Adobe Acrobat document [16.7 KB]
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SFS Code of Ethics 2012-08-06
Saved 2012-08-06
Version 2005
Original in Compliance / Compliance Manuals & Compliance Reviews
SFS Code of Ethics rev. 2005.pdf
Adobe Acrobat document [17.1 KB]
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Sample Investment Policy - 2012-08-14
Saved 2012-08-14
Original in New Client Materials
Investment Policy - Sample 2012.pdf
Adobe Acrobat document [27.1 KB]
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Checklist for initial client meeting
Saved 2012-08-15
Original in New Client Materials
Checklist for initial client meeting.pdf
Adobe Acrobat document [19.8 KB]