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In July 2010, the U.S. Securities and Exchange Commission revised the disclosure documentation (via Form ADV Part 2) that investment advisers are required to provide to clients beginning in 2011. The new guidelines call for a materially different structure, specify organization and mandatory sections, require disclosure of information that previous brochures did not necessarily require, and specify the use of narrative "plain English." This Firm Brochure is a new document that reflects the new Form ADV Part 2 prepared according to the SEC’s new requirements and rules. Additional information about Proficient Investment Management, LLC (and other Registered Investment Advisors) is also available on the SEC’s website at www.adviserinfo.sec.gov. Click here to download Proficient's Firm Brochure (pdf format). |
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