There are two ways to get started charting your course to your own private island. The most efficient way is to complete all the required steps using our secure electronic channels. The benefit to you is this can be accomplished at any time of day from the comfort of your own home. If this way is good for you, then please email or text (860) 325-0330 to get started.

If you would rather go the old school route, we are happy to use the postal mail, office phone, or private meeting to get you off the ground. Please proceed as follows.

Step 1: Review these!

JQR Capital Privacy Policy.pdf

Our Privacy Policy

JQR Capital Form ADV Part 2A.pdf

Our Firm Brochure

JQR Capital Form ADV Part 2B.pdf

Our Professional Background

Step 2: Complete these!

Financial Planning Agreement (FPA).pdf

Our Financial Planning Agreement

Investment Advisory Contract (IAC).pdf

Our Investment Advisory Contract

JQR Capital Tax Preparation Agreement (2022)

Our Tax Preparation Agreement

Step 3: Mail us!

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