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Important Disclosure

While we take great care in attempting to know our clients' individual investment goals and objectives, the USA Patriot ACTrequires us to take additional steps to verify the identity of persons opening new accounts, including:

  • Verifying the identity of prospective customers
  • Consulting applicable government agency lists of known or suspected criminals, terrorists and terrorist organizations to check if someone trying to open or maintain an account is on any such list
  • Conducting, in certain circumstances, additional due diligence when accounts are opened, including requesting information about the source of funds deposited into such accounts

Should you have questions, please call us at (312) 254-5044 from within the U.S. Thank you for your cooperation.