We’ve Updated our Client Relationship Summary

Raison Asset Management Corp., a Registered Investment Adviser (RIA) regulated by the U.S. Securities and Exchange Commission (SEC), is committed to providing transparency and clarity in our communications with clients. As part of this commitment, we’ve made several updates to the Client Relationship Summary (CRS) section in the Legal section of our website.

We’ve made several enhancements to ensure our disclosures remain clear and comprehensive:

• Fees Section: Expanded to align with our ADV, Part 2A Brochure. Fees structures and charges are now explained in greater detail, including examples.
• Conflict of Interest Example: Updated and explained in greater depth for improved understanding.
• Licensing Information: Clarified which specific licenses Raison Asset Management Corp. holds and regulated activities it provides.
• Additional Enchacements: Other textual improvements have been made to streamline the document and enhance its readability.

Why is this important?

Our Client Relationship Summary is a key document that helps you understand how we serve you, the fees you pay, and any potential conflicts of interest. By updating it, we aim to ensure you have the most accurate and clear information to make informed decisions about your investments.

We encourage all clients to review the updated Client Relationship document here.

Your trust remains our top priority.