Please email me if there is any additional items you would like to see posted here:
This is the client agreement and data gathering form
This is easy-to-read information about our firm. It is required by law and looked at by the requlators.
This is an explanation of Folio Institutional, the custodian we use.
This is the directory where we keep our videos.
This shows the qualifications of Joseph Alotta.
Forms you need to fill out to open an account at Folio Institutional.
Some screenshots of our portfolios to give you a better idea of what we do.
This is a short biography of our principal advisor, Joe Alotta
The privacy notice is required by law.
NAPFA produced a brochure 12 tough questions you should ask a financial advisor. This version has my answers inserted in red.