Contact

Thank you for your interest

Please use the form below if you would like to contact us about our accounts or have questions concerning our services. Also, please note that this form should be used only for queries about Adrian Day’s money management services. We will be unable to answer queries on other matters at this address.

We respect the privacy of our clients and interested investors. We do not rent your names to third parties, but we may contact you regarding managed accounts, and, from time to time, about other investment services of potential interest until you ask us to stop. Notice for subjects of the European Union: this applies to you as well. If you do not want us to contact you, please do not give us your contact information.

We have endeavored to make the process of opening an account with our firm as simple as possible.  If, at any point in the process, you feel you need help, please call our office at (410) 224-2037 and one of our team will be glad to assist you.  

The process is as follows:

  1. Discuss with our staff your investment objectives and jointly determine which type of account will suit you best. A decision will be made after this conversation concerning the custodian for your future account.
  2. Our team will assist you in completing ADAM and brokerage forms.  We utilize several methods for providing and returning these forms in an effort to make the process easy for you.  You will also be asked to provide relevant documents and/or credentials.
  3. Once you have been notified that your account has opened, our firm will provide instructions for funding your account with cash or securities or a combination of both.  Funds should never be sent to our firm directly.  Additionally, you will be provided access to view your account online, should you wish to do so, through the brokerage firm or custodian’s website.
  4. Adrian Day will begin managing your assets.  You will receive statements regularly from your custodian and a quarterly newsletter, the Portfolio Review, from our office.
  5. Before you open an account, you should read our ADV disclosure documents (to be found at the bottom of this website).

Contact Adrian Day Asset Management

Adrian Day Asset Management
P.O. Box 9024106
San Juan, PR 00902-4106

Phone: 410.224.2037
Email: [email protected]

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