Disclosures

Please download our SEC Filings below:

1. Form CRS Relationship Summary [PDF]

2. Part 2A of Form ADV The Brochure [PDF]

3. Part 2B of Form ADV The Brochure [PDF]

4. Privacy Policy [PDF]

GIPS Reports:

1. DWA Sustainable Equity Composite GIPS Report 2023 [PDF]

2. DWA Total Composite GIPS Report 2023 [PDF]