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FINANCIAL INVESTMENT TEAM INC. (“FIT”)(金融投资团队INC .(u201C适合u201D)).pdf

发布:2017-07-28约8.57万字共31页下载文档
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FIT PART 2A OF FORM ADV – FIRM BROCHURE FINANCIAL INVESTMENT TEAM, INC. (“FIT”) 15350 SW Sequoia Parkway - Suite 150 Portland, Oregon 97224 (503) 906-5205 May 9, 2017 This Brochure provides information about the qualifications and business practices of Financial Investment Team, Inc. (“FIT”). If you have any questions about the contents of this Brochure, you may contact us at (503) 906-5205, or email diana@ to obtain answers and additional information. FIT is a registered investment adviser in its home state of Oregon and additionally registered in the states of California, Colorado, Texas (conditional), and Washington. Registration of an investment adviser does not imply any level of skill or training. The information in this Brochure has not been approved or verified by the United States Securities and Exchange Commission (SEC), the State of Oregon, or by any other state securities authority. Additional information about FIT is available on the SEC’s website at . The searchable IARD/CRD number for FIT is 145724. i FIT PART 2A OF FORM ADV – FIRM BROCHURE Item 2 – Material Changes The date of our previous annual update to our Brochure was March 30, 2017. We will ensure that all current Clients that request a copy receive a copy of our revised Brochure along with a Summary of Material Changes. Our revised Brochure and a Summary of Material Changes (listed as “Exhibit A”) is also included on the SEC’s website at . The searchable IARD/CRD number for FIT is 145724. We may
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