Annual ADV update available

The U.S. Securities and Exchange Commission requires investment advisory firms on an annual basis to update their registration statements.  This information is conveyed to the SEC and clients via Form ADV.

Mentor Capital Management Inc. is happy to announce that its updated ADV Part II is available for all clients’ review.  Form ADV covers many aspects of Mentor Capital’s business, including actual and potential conflicts of interest; business procedures; privacy policies; biographies of representatives of the firm; and fees.

If you would like an updated copy of Mentor Capital’s Form ADV Part II, please call or e-mail John, Dan, or Tammy any time.