When ready to open an account, please call us to walk through the account opening process. If you would like to start the process yourself, the steps our outlined below.

Open an account with a brokerage firm, bank or other custodian. You may begin with any combination of cash or marketable securities. You may also ask us to supervise an existing account.

CONFIDENTIAL CLIENT QUESTIONNAIRE: Please fill out this form completely and sign as indicated. The questionnaire helps us to determine with you whether our management style is appropriate for you.

INVESTMENT SUPERVISORY AGREEMENT: Read carefully and sign where indicated. This agreement describes the relationship between us.

LIMITED POWER OF ATTORNEY: Read and sign two copies of this form. This form authorizes us to buy and sell securities on your behalf and notifies a brokerage firm that we have the power to make investment decisions on your behalf with respect to the account.

You may be asked to review and complete additional forms relating to special types of accounts or clients.

Upon receiving documents completed by you, we will:

• Review the information and may contact you or your broker or financial professional, if any, for clarification or additional information.
• Begin to invest or re-invest your account as you have directed.
• Communicate with you on a regular basis.

Let us know if you wish to add cash or securities to the account.

Our Investment Supervisory Agreement may be terminated at any time by either of us without penalty by giving the other party a thirty (30) day prior written notice. Upon termination, you will receive a pro-rated refund of the prepaid fee, if any.

We look forward to serving your investment needs and thank you for the confidence you have placed in us.