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As a registered investment adviser, we are required by securities laws to annually furnish you with updated information about our firm, which we detail in our firm’s Form ADV Part 2 Brochure disclosure document.   

Since the filing of the firm’s 2018 annual update Brochure, we have updated the Brochure to reflect that Peter Vessenes has transferred his ownership interests to Katherine Vessenes.  We have also updated our fee schedule and made various other minor updates, but no other material changes were made.

If you would like a complete copy of our current 2019 Brochure, you may contact me by email or phone and we will be happy to send you a complete copy free of charge.  You may also obtain a copy of the form and other information about our firm from the SEC’s Investment Adviser Public Disclosure (IAPD) system at  

Also attached is our firm’s privacy policy.