ADV Part 3 – Client Relationship Summary
(Form CRS)
Form CRS provides clients and prospective clients a simple, easy-to-read summary regarding the relationship of individuals with their financial professionals. We encourage you to read this document and have an open conversation with us regarding your accounts and Meritage’s management of them.
Form CRS – Client Relationship Summary
ADV Part 2A and 2B
Financial services industry complianc regulations require that we provide a narrative “plain English” version of our firm’s brochure. Accordingly, the link below will open our new Form ADV Part 2A brochure which provides complete disclosure about our firm.
We are also required to provide complete details about the investment personnel in our firm with whom you work. We have included biographies and supervisory details of Form ADV Part 2B, the Brochure Supplement, as an integral part of our total firm brochure. As a result, both part 2A and Part 2B are provided in this one document for ease of reading.
