Investor Resources - Market Commentary Equities Fixed Income Commodities FX Foreign Exchange ETFs ETF Exchange Traded Funds; ETF Model Portfolio

White Papers

• Offshore Voluntary Disclosure Initiative (OVDI) An Opportunity for US Taxpayers & ‘Accidental Americans’ By: Josh O. Ungerman, J.D., C.P.A. (Meadows, Collier, Reed, Cousins, Crouch & Ungerman, L.L.P.)-And- Offshore Investment Advisor Download ...
  Posted Jul 19, 2011 4:44 AM by Adam Stauffer

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Investor Education

• The Benefits of Working with a Registered Investment Advisor (RIA)
  Posted May 12, 2011 11:26 AM by Adam Stauffer
• Investment Basics: Education - Stocks, Bonds, Commodities, FX
  Posted May 12, 2011 10:55 AM by Adam Stauffer

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Helpful Links & Documents

Brochures

		ModelStrategies.pdf View Download		114k	v. 4	Jan 14, 2011 5:21 AM	Adam Stauffer
		Private-Wealth-Management.pdf View Download	Brochure	271k	v. 3	Jan 5, 2011 10:55 AM	Adam Stauffer
		Retirement-Plan-Services.pdf View Download	Brochure	229k	v. 6	Feb 22, 2012 10:35 AM	Adam Stauffer

Compliance & Regulatory Filings

		CFA_CodeofEthics&StandardsofProfessionalConduct.pdf View Download	Our Code of Ethics are adopted from the CFA Institutes' Code of Ethics and Standards of Professional Conduct	443k	v. 3	Mar 18, 2011 11:05 AM	Adam Stauffer
		CFA_StandardsofPracticeHandbook.pdf View Download		1221k	v. 3	Mar 18, 2011 11:05 AM	Adam Stauffer
		FormADVPart2A-Brochure.pdf View Download	U.S. Securities and Exchange Commission required disclosures	641k	v. 3	Mar 22, 2011 7:11 AM	Adam Stauffer
		FormADVPart2B-BrochureSupplement_Bridgewater.pdf View Download	U.S. Securities and Exchange Commission required disclosures	444k	v. 3	Mar 22, 2011 7:11 AM	Adam Stauffer
		FormADVPart2B-BrochureSupplement_Stauffer.pdf View Download	U.S. Securities and Exchange Commission required disclosures	443k	v. 3	Mar 22, 2011 7:11 AM	Adam Stauffer

Frequently Asked Questions

		Financial Services Industry FAQ View				Jul 16, 2010 11:53 AM	Adam Stauffer
		Tax Code - Non-Resident Aliens and US Holdings View				Jul 16, 2010 11:53 AM	Adam Stauffer