Investment regulations require us to provide the following disclosure documents to prospective clients. Please download the following documents and review at your convenience.
- ADV Part 2A Firm Brochure: ValuEngine Capital Management, LLC
- ADV Part 2B Individual Disclosure Brochure, Paul Henneman
- ADV Part 2B Individual Disclosure Brochure, Vincent M. Polidori
- Firms Investment Advisory Contract
- Firms Policies and Procedures Manual
Please call (321) 325-0519, or email clientservices@ValuEngineCapital.com for account opening documents. We can provide secure online electronic registration, send by fax, or mail hard copies of needed forms.