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Get the free Form ADV Part 2 Firm Brochure - Arcadia Investment Management

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Part 2A of Form ADV: Firm Brochure Arcadia Investment Management Corporation 125 South Kalamazoo Mall Suite 306 Kalamazoo, MI 49007 Telephone: 269/3490800 Email: info@arcimc.com Website: www.arcimc.com 3/5/2020This
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How to fill out form adv part 2

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To fill out Form ADV Part 2, follow these steps:
02
Start by providing your firm's identifying information, such as the name, address, and contact details.
03
Next, disclose any disciplinary events and legal proceedings involving the firm or its employees.
04
Provide information about your firm's ownership structure, including details about any affiliates or subsidiaries.
05
Outline the types of services your firm offers and the fee structures associated with each service.
06
Describe your firm's investment strategies and any material risks involved.
07
Disclose any conflicts of interest that may arise from your firm's business practices.
08
Provide information about your firm's portfolio management tools and methods.
09
Outline your firm's proxy voting policies and procedures.
10
Describe your firm's business continuity plan and how you would handle a disruption to your operations.
11
Finally, review the completed form for accuracy and completeness before submitting it to the appropriate regulatory authorities.

Who needs form adv part 2?

01
Form ADV Part 2 is required for registered investment advisers (RIAs) who manage more than $25 million in assets or provide investment advice to certain types of pooled investment vehicles, such as hedge funds.
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Form ADV Part 2 is a document that investment advisors must provide to clients, offering detailed information about the advisor's services, fees, and business practices.
Investment advisors registered with the SEC or a state securities authority are required to file Form ADV Part 2.
Form ADV Part 2 must be filled out by providing detailed information about the advisory firm, its services, fees, conflicts of interest, and disciplinary history, using the specific sections outlined by the SEC.
The purpose of Form ADV Part 2 is to provide clients with transparent information about the advisor's practices, helping them make informed decisions before hiring the advisor.
Form ADV Part 2 requires reporting information regarding services offered, fees charged, education and business background of key personnel, suitability of investment strategies, and any disciplinary history.
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