View or download Disclosures via the links below:
FINRA Mutual Funds Breakpoint Discounts Disclosure Statement
Form ADV Part 2A Disclosure Brochure
SFA ADV Part 2A: Appendix 1 for the Strategic Choice Program
SFA Business Continuity Disclosure
SFA Conflicts of Interest and Revenue Sharing Summary
SFA Customer Relationship Summary (Broker-Dealer)
SFA Customer Relationship Summary (Dual)
SFA Disclosures Summary
SFA Privacy Statement
Text Message Disclosure