Services
BWM Investment Advisory Services
Mission Statement
Provide High Quality, Ethical Investment Guidance at all times
in Client’s Best Interest based on Trust.
in Client’s Best Interest based on Trust.
Client Trust is developed over time through consistently
listening, educating, and implementing Investment
Advisory Agreements through fiduciary relationships.
Provide Qualified Savings Plan explanations and participant
plan choice selection general considerations and guidance.
Family, Individual, and Trust Client Advisory Service
- Services tailored to stated goals, objectives, and constraints
- Conservative and moderately aggressive strategies
- Investment Advisory Agreement (IAA) form is linked
- Quarterly portfolio statements
- Adviser directs client to make portfolio changes.
- No adviser fund custody, no broker or plan affiliations.
Company Savings Plan Guidance
Employee savings plan evaluations and presentations
- Investment education and plan choice reviews
- 401K, 403B, and Profit Sharing plans
- Employee presentations
- overview investment principles, goals and risks
- plan choices and company information website review
- example portfolios explanation
Form ADV Part II Investment Adviser Disclosures licensed by Colorado Division of Securities is linked as highlighted.
- Adviser Education and Background - ADV Part II Sche F
- Account sizes, fees, and schedules - ADV Part II Sche F
- BWM Strategies - ADV Part II Item 4
BWM is an Independent Registered Investment Adviser.
BWM brochure with above information is linked as highlighted.