Company Documents

Here are some resources we think might be helpful. If you would like to become a client of Pinney & Scofield, Inc. you will need to sign the contract below and then fill out the financial planning and risk tolerance questionnaires:

The forms below will assist you in understanding our firm better. The ADV forms are a uniform application for Investment Adviser registration with the Securities and Exchange Commission. They are useful when comparing one advisor to another as the questions are identical for all.

Here are some papers we have written that go into more depth on some investing topics. These expand some of the ideas in our Principles of Investing. Please contact us with any questions or comments.