Client Forms

Applications and Forms
  • Confidential Questionnaire
    When we meet for our "Get Acquainted" meeting, we'll review the important information via this Confidential Questionnaire.  Right click on this file and "print target".  Last revised: February 4, 2008.
  • Risk Tolerance Questionnaire
    How much risk are you comfortable with?  This easy survey is one tool that helps us to determine your investment style.  This should be brought to the "Get Acquainted" meeting.  Right click on the file and "print target".  Last revised:  July 13, 2010.
Compliance
  • Form ADV, Part II and Schedule F
    Known as the brochure by the SEC, ADV Part II and Schedule F explains how Langtree Associates works including the processes, areas considered fees and strategies.  Last revised:  March 9, 2010.
  • Privacy Policy
    At Langtree Associates, we respect the personal financial privacy of all our clients and customers. Last revised:  July 13, 2010.
General Information
  • Comprehensive Financial Advisor Diagnostic
    NAPFA, the National Association of Personal Financial Advisors, developed these questions to assist consumers in selecting a personal financial planner. It can be used as a checklist during an interview or sent to prospective planners as part of a preliminary screening. NAPFA recommends that individuals from at least two different firms be interviewed. Last revised:  July 13, 2010.
  • Comprehensive Financial Advisor Diagnostic Answer Key
    Once you have the completed Diagnostic in hand, it's time to evaluate the responses.  To help you do this, NAPFA provides the following Answer Key based on the Long-standing ideals of the organization.  Last Updated:  July 13, 2010.
  • Why Hourly, As-needed Fee-only Financial Planning
    Wondering why you should consider fee-only finanical planning? Understand the fee-only philosophy and how it differs from a typical full-servce broker appoach. Last revised: July 13, 2010.
 
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