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Exhibit 13To:David Deal, Sherlock Investments LLC Aaron Deal, Sherlock Investments From: City of Duvall Development Review Committee (DRC) Date: April 6, 2017, Re:DRC 1st Round Review Comments for
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David Beal Sherlock Investments is an investment firm specializing in managing portfolios for high net worth individuals and institutions.
Investors who have assets managed by David Beal Sherlock Investments are required to file the necessary forms and disclosures.
To fill out David Beal Sherlock Investments forms, investors must provide information about their assets, income, and investment goals.
The purpose of David Beal Sherlock Investments is to help clients grow and protect their wealth through strategic investment management.
Investors must report details about their financial holdings, investment performance, and any changes in investment strategy.
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