Client Information, References and Documents

We appreciate our long term relationship with our clients. As always, please call our office with any questions or to request printed copies of our information.

As a client of Seahorse Advisers, your contract with us is renewed every six months at the fee proposed and delivered to you in your Fee Statement. Review the Fee Statement, our Investment Contract and our Regulatory Information before electing to renew by paying our bill.

Fee Schedule

This is how we calculate your investment advisory fee. This Fee Schedule will also be attached to your Semi-Annual renewal bill.

Cyber Security

Please read and put into practice these recommendations to help secure your account against hacking and cyber theft.

Form ADV

This is our Regulatory Form containing information about our business. This form is updated every year. We will mail you a printed form upon request.

Investment Contract Terms and Conditions.

These are the Standard Terms and Conditions of your Investment Contract as a client of our Firm. The Terms and Conditions of your Investment Contract as posted here are the Terms and Conditions that will apply automatically to each renewal of our service semi-annually upon your payment of the Fee Statement we submit to you.