XYIS ADV and Disclosure Brochures

The XYIS annual ADV amendment process is complete, and all of our disclosure brochures can be found here. We will post updates as needed throughout the year.

 

Disclosure Brochures

Complete Set - Including ADV Part 2A, ADV Part 2B, Form CRS, and Privacy Policy

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March 31, 2023 Annual Delivery Document - Summary of Material Changes and Privacy Policy

Advisors must attest before April 30th each year confirming receipt of the annual delivery document and acknowledging their requirement to deliver these documents to clients by 4/30.

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