Forms

If you are considering hiring EMA to manage a portion or your investment portfoliio you must receive ADV 2,  and our Privacy Statement.  

Please read them carefully before deciding to invest or send money. Investments are not guaranteed, are not FDIC Insured and may lose value. Please consult with your financial advisor and complete our risk profile before deciding to invest. Additional forms will be needed to establish an account managed by EMA including a signed Investment Advisory Agreement and new account paperwork for your selected custodian. If you currently have assets held at TD Ameritrade or Fidelity you will not need to open new accounts or transfer assets.  Minimum account size $100,000.