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Regulatory Documents
Disclosures & Terms

Documents & Terms. Contact.

ValuEngine Capital Management is a registered investment adviser. 

Summary

Firm Documents:

VECM Investment Advisory Contract

Policies and Procedures Manual

Privacy Policy
Solicitors Agreement (if applicable)

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Firm Regulatory Documents (ADV's):
ValuEngine Capital Management ADV Part 1

ValuEngine Capital Management ADV Part 2A "Firm Brochure"

 

Advisor Regulatory Documents:
Individual Disclosure Brochure (ADV Part 2B)
 

Paul E. Henneman (ADV Part 2B)

Vincent M. Polidori (ADV Part 2B)

Michael McNamara (ADV Part 2B)

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Contact

Please call (321) 325-0519 or email clientservices@valuenginecapital.com for account opening documents.

 

Documents, account applications and forms can be provided through secure online electronic registration, secure email, fax, or hard copies mailed to you.

© Copyright 2025 ValuEngine Capital. All Rights Reserved.

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ValuEngine Capital Management LLC is a registered investment adviser. 

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Consider your objectives and consult with a qualified financial adviser and/or tax professional before before investing. A diversified portfolio does not ensure a profit or protect against a loss. Past performance does not guarantee future results. Investment outcomes and projections are forward-looking statements and hypothetical in nature. All information presented is for educational purposes, neither this website nor any of its contents shall constitute an offer, solicitation, or advice to buy or sell securities. For more information please consult our Terms & Disclosures.

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Investment products are: NOT FDIC INSURED ∙ NOT A DEPOSIT OR OTHER OBLIGATION OF, OR GUARANTEED BY, ValuEngine Capital ∙ SUBJECT TO INVESTMENT RISKS, INCLUDING POSSIBLE LOSS OF THE PRINCIPAL AMOUNT INVESTED. SPIC brokerage account insurance may apply.

Privacy Policy  

Terms & Disclosures

Regulatory Documents

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