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Customer Relationship Summary - Form CRS

SEC regulations require clients to have access to an easy-to-read disclosure form regarding the nature of their relationship with the firm, called the Customer Relationship Summary, or Form CRS.

Form CRS includes:

  • The types of client relationships and services the firm offers

  • The fees, costs, conflicts of interest and standard of conduct associated with those relationships and services

  • Whether the firm and its financial professionals currently have reportable legal or disciplinary history

  • How to obtain additional information about the firm

The nature of a client's relationship with a firm depends in which products and account types they choose to invest, so the Form CRS may apply depending on a client's portfolio at Twin Gryphon Advisors.

 

Form CRS includes “Conversation Starters” or questions that you are encouraged to ask your financial professional. Please see below for responses to these questions for Twin Gryphon Advisors. Or you can contact us to discuss these questions directly.

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