The firm’s Form ADV 2A provides a detailed description of the various aspects of our firm and important disclosures that you should be aware of. A copy of this document was provided to you when you opened your account with us and/or when we first transitioned to the new Form ADV 2. We are required to make you aware of any material changes to this document annually and to provide you with additional copies if you request them. Please read this over carefully and contact us with any questions or concerns.
The advisor’s Form ADV 2B provides a detailed description of the advisor’s background and activities that you should be aware of. A copy of this document was provided to you when you opened your account with us and/or when we first transitioned to our own Registered Investment Advisor (RIA). Again, please read this over carefully and contact us with any questions or concerns.
AEGIS Financial values our relationship and endeavors to provide you with quality services to suit your individual investment needs. Please notify us immediately regarding any changes in your situation that may affect your financial condition, investment objectives or risk tolerance.
Kristie Hennes, As the Chief Compliance Officer of our firm, is responsible to keep you up to date and informed of any material changes to our firm. Please feel free to contact her anytime at 920-233-4650.
The IRS recently released the 2024 contribution limits for health savings accounts (HSAs), as well as the 2024 minimum deductible and maximum out-of-pocket amounts for […]
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