As Registered Investment Advisors, we provide, on an annual basis, certain legal disclosures, as required by the rules of the Securities & Exchange Commission. These disclosures relate to our firm’s policy concerning safeguarding your private information, our procedures for voting proxies on investments, and our registration with the SEC.
Notice of Privacy Policy
Townsend Asset Management Corp. is committed to keeping the personal information collected from our potential, current and former clients confidential and secure. This notice explains how we maintain this commitment.
Summary of Proxy Voting Policy & Procedures
Code of Ethics
Firm Brochure: Part 2A of Form ADV
This brochure provides information about the qualifications and business practices of Townsend Asset Management Corp. as required by the US Securities and Exchange Commission.
Brochure Supplement: Part 2B of Form ADV
The brochure supplement contains information about individuals in our firm who provide investment advice to clients.
Form CRS (Client Relationship Summary): Part 3 of Form ADV
This summary provides information about services provided and standard of conduct.
Description of Professional Credentials
This document provides information about the credentials of personnel employed at Townsend Asset Management Corp.