A Complete Wealth Management Solution
Our regulatory, compliance and other informative documents

• Global Arena Investment Management Equity Investment Presentation
  For prospective clients
  Overview of our Equity Portfolio services, mission statement and performance. A printable proposal for investors.
  

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• Most Recent FORM ADV Part 1
  For prospective clients and current clients
  Our latest IARD regulatory filing.
  

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• Most Recent FORM ADV Part 2
  For prospective clients and current clients
  Our latest IARD regulatory filing.
  

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• Global Arena Investment Management Code of Professional Conduct
  For prospective clients and current clients
  A written code of professional conduct which governs how we accomplish the superior service that we provide to clients.
  

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  Other Information for Clients
  

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• 529 College Savings Plan Brochure
  Provides investors with information about this flexible, tax-advantaged option for funding their child's education.
  
  
• Guide to Fidelity Statements
  Provides investors with a simple guide to understanding their monthly statements from Fidelity.
  
  
• Fixed Income Investing
  Some myths, misconceptions and realities of fixed income investing are captured in this document.
  
  
• Retirement Planning Worksheet
  This worksheet assists investors in gathering pertinent expenses, income sources, and other relevant personal information.
  
  
• Internet Account Access
  Highlights the benefits of Account View, A Fidelity proprietary product which provides investors access to account balances, positions, and transaction history.