Client Forms

Client Forms

Once you have decided to become a Dorfman Value Investments client, there are four easy steps to open an account.

  1. Read our Form ADV, Privacy Policy, and Fee Table
  2. Fill out a Client Profile
  3. Sign a Client Agreement
  4. Decide what brokerage house will be the custodian for your account. We recommend TD Ameritrade or Charles Schwab, which the majority of our clients use. However, we can work with almost any brokerage if you have a strong preference for another broker. We can help you with the brokerage-house paperwork.

Links to PDF Forms

Form ADV
Fee Table
Client Profile
Client Agreement
Privacy Policy