Please email me if there is any additional items you would like to see posted here:
This is the directory where we have our videos for clients.
This shows the qualifications of Joseph Alotta.
This is our client brochure in simple English. We are required to give it to people and it is submitted to the regulators.
This is our client data gathering form and client agreement. Note it is only 6 pages long and avoids all the legal verbiage. Please download it and fill it out as best you can.
This is an explanation of Folio Institutional, the custodian we use.
Forms you need to fill out to open an account at Folio Institutional.
This form is to transfer an account to Folio.
Some screenshots of our portfolios to give you a better idea of what we do.
This is a short biography of our principal advisor, Joe Alotta
The privacy notice is required by law.