Disclosure
Each year, as part of our annual regulatory requirements, we must deliver to each client an updated ADV Part 2A & 2B, also known as the Firm Brochure and Brochure Supplement. Please find attached our Brochures, which disclose, amongst other items, any material changes. Also a copy of our current Privacy Policy which we are also required to annually deliver.
You may request copies of our Firm Brochure (2A), Brochure Supplement (2B) and/or Privacy Notice at any time by contacting our office.
Please contact Copley Financial Group, Inc. if there are any changes in your financial situation or investment objectives, or if you wish to impose, add, or modify any reasonable restrictions to the management of your account.