The first steps for a new client is to authorize the Portfolio Management Agreement and review the Form ADV Part 2 Brochure disclosure documents. The Portfolio Management Agreement details the services that will be performed and what to expect as a new client. The Form ADV Part 2 Brochure provides disclosure for Copper Canyon LLC and our investment advisors. It details our business practices and a brief overview of the firm. The next step in the process is to open a brokerage account and get it funded.