Document Library

For you to read before engaging our services:

Regulatory Requirements

1. Form ADV Part 1 : Search for “Jonathan Selsick”
2. Form ADV Part 2
3. Our Code of Ethics
4. Our Privacy Policy
5. Our Business Continuity Notice

Investment Roadmap and performance

1. Global Equity Allocation Roadmap
2. Monthly performance by model

Strategy Brochures

1. Broad Global Allocation Solution #1
2. US Tactical Long Solution #2
3. US Market Timing Solution #6
4. US Tactical Long with Market Timing #7
5. ex-US Developed Countries Best Ideas Long only #3
6. ex-US Developed Countries Long/Short #9
7. Emerging Markets Best Ideas Long only #4
8. Emerging Markets Long/Short #10
9. One-Stop Global Equity Solution #5 
10. One-Stop Global Equity with US Market Timing #8

• 3a. US Market Timing additional Q&A

For you to complete and sign to activate a new account:

1. Investment Advisor Agreement