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Disclosures

Form CRS

Form CRS (Client Relationship Summary) is a uniform disclosure document prescribed by the SEC; it is intended to enhance investor protection by providing succinct and relevant information to retail investors, thus enabling comparability between broker-dealers and investment advisers. The Form CRS is intended to inform retail investors about:

  • The types of client and customer relationships and services the firm offers;
  • The fees, costs, conflicts of interest, and required standard of conduct associated with those relationships and services;
  • Whether the firm and its financial professionals currently have reportable legal or disciplinary history; and
  • How to obtain additional information about the firm
  • Encourage a dialogue to ask questions (Conversation Starters).

Please click this link to access The Colony Group’s Form CRS. For convenience, we also have made available the Form CRS for our affiliated advisor Buckingham Strategic Partners.

If you have any questions about the Form CRS or would like physical copy of the document, please contact compliance@buckinghamgroup.com.

Form ADV Part 2

Form ADV is the uniform form used by investment advisers to register with both the SEC and state securities authorities. Form ADV Part 2 requires investment advisers to prepare narrative brochures that include plain English disclosures of the adviser’s business practices, fees, conflicts of interest, and disciplinary information. The brochure is the primary disclosure document for investment advisers.

Please click this link to access our Form ADV Part 2.

If you have any questions about the Form ADV or would like physical copy of the document, please contact compliance@buckinghamgroup.com.

Privacy Policy

Any personal information submitted by you on this Site is maintained in accordance with our Privacy Policy. Please carefully review our Privacy Policy.

Please note if you provide us with a phone number it will not be utilized for any type of marketing outreach via SMS communications. Prior verbal consent is required to receive SMS communications. You can text STOP to opt out of SMS communications at any time.

If you have any questions about the Privacy Policy or would like physical copy of the document, please contact compliance@buckinghamgroup.com.