
| 101 S. Bay Boulevard, Suite B-4 P.O. Box 818, Anna Maria, FL 34216 800.800.7075 941.778.1900 Fax: 941.778.1801 |
We Make Your Success Our Business. |

| Will you notify me before you make changes in my account? Generally, no. We use discretionary authority to act on your behalf within the limitation of our agreed to investment plan. You will receive trade confirmations direct from the account custodian. Back |