Regulatory Disclosures

Form CRS (Client Relationship Summary)

►  Form CRS


Form ADV, Part 2A: Firm Brochure 

 Form ADV, Part 2A: Firm Brochure

Our Firm Brochure provides information about our services, fees and business practices. This brochure can also be viewed on-line through the United States Securities and Exchange Commission's website at www.adviserinfo.sec.gov by searching our firm name or our CRD# 104614.


Form ADV, Part 2B: Brochure Supplement

Form ADV, Part 2B: Brochure Supplement

Our Brochure Supplement provides information about our CFP® professionals.


Privacy Statement

Privacy Statement

Read our Privacy Statement to learn what InterVest, Ltd. does with your personal information.

If you have questions or would like to receive paper copies of our Form CRS (Client Relationship Summary), Form ADV (Part 2A & 2B), and/or Privacy Statement, please contact us at 301-951-4455 or dick@intervestltd.com.