Part 2A of Form ADV

 

Part 2A of Form ADV Appendix 1 (For Private Client Group)*

 

*On March 25, 2020, in response to the potential effects of coronavirus disease 2019 (COVID-19), the Securities and Exchange Commission issued an order (Release No. IA-5469) granting an extension of time for investment advisers to deliver Form ADV Part 2A and related documents.  For certain private clients that have opted out of electronic delivery of documents, and therefore require mailed copies, delivery of our summary of material changes to Form ADV Part 2A Appendix 1 (our “Wrap Fee Brochure”) will be delayed due to challenges stemming from the current pandemic, including the Commonwealth of Pennsylvania’s stay-at-home order.