To comply with State of Indiana laws governing Registered Investment Advisers, we are required to provide our clients with certain documents each year. The link below takes you to MZFG’s Form ADV Part 2, our “Disclosure Brochure” that describes our business practices.

On July 28, 2010, the U.S. Securities and Exchange Commission adopted amendments to the requirements for this Disclosure Brochure that require all Registered Investment Advisors to provide a “plain English” summary of their business practices, their fees and backgrounds of its advisory personnel. We encourage you to read this Disclosure Brochure and discuss any questions you may have with us. And of course, we always welcome your feedback.

 Link to MZFG's Disclosure Brochure