OUR FORM ADV

The Form ADV Part II with Schedule F is a legal document we are required to provide to all prospective clients. Click the link below to view the document in Adobe "pdf" format. Please call or e-mail us if you would like a copy sent to you. It is automatically included in any new account kit.

Form ADV Part II
Form ADV Schedule F

We are committed to providing our clients with outstanding service and running an ethical investment advisory business. As part of this committment, we have a code of ethics that incorporates the Chartered Financial Analyst® (CFA®) Code of Ethics and Standards of Professional Conduct. For a copy of this document, please click the link shown below.

SCMI Code of Ethics

If you do not have the Adobe Acrobat reader installed on your system, this document will not open. To get the Reader, click here.

Adobe Acrobat Reader


For an appointment to discuss our services, please call (860) 242-6400, or e-mail us at: consensus@spearcapital.com.