Areas We Serve
La Crosse
Eau Claire
Green Bay
You have elected to receive your quarterly reports, regulatory documents, and other communications electronically as posted to our website. If you choose to change your delivery method back to U.S. Mail in the future, please contact our office.
BY LOGGING IN TO AMG'S WEBSITE TO VIEW YOUR REPORTS, YOU ARE ACCEPTING THE TERMS AND CONDITIONS BELOW.
Informed Consent for Electronic Delivery from AMGI
Communications Covered:
Quarterly Performance and Account Reports provided by AMGI
Securities and Exchange Commission compliance required documents, including but not limited to:
Privacy Policy
Firm Brochure (Form ADV Part 2A & 2B), Form CRS (Part 3), annual updates and other amendments
Initial Delivery of Investment Advisory Agreement & Firm Brochure
Other service communications and forms
Any other documentation you request.
Method of Delivery:
The above-mentioned documents will be delivered to a secure and private portal that only you and AMGI have access to. You will use your personal login information to access the reports posted to your portal by AMGI.
Notice:
AMGI will email you each time your Quarterly Performance and Account Reports, or Firm Brochure and other compliance documents are posted the website.
Cost:
There are no additional costs incurred to you by consenting to electronic delivery.
Period of Time:
Immediately and until later revoked in writing.