BAM ADVISOR SERVICES, LLC (BAM) OFFERS SUPPORT TO INDEPENDENT REGISTERED INVESTMENT ADVISORS THAT ARE A PART OF OUR NETWORK OF FIRMS THAT OFFER THEIR CLIENTS LONG-TERM PASSIVE INVESTMENT AND WEALTH MANAGEMENT STRATEGIES AND USE BAM’S BACK OFFICE SERVICES. ADVISORS DO NOT RECEIVE COMPENSATION FROM BAM NOR DO THEY PAY TO BE INCLUDED IN THIS DATABASE. WE WILL PROVIDE, FREE OF ANY CHARGE OR OBLIGATION, A LIST OF QUALIFYING, INDEPENDENT WEALTH MANAGERS NEAR YOU.

PLEASE BE ADVISED THAT BAM DOES NOT ENDORSE, RECOMMEND, OR GUARANTEE THE SERVICES OF THE INDEPENDENT INVESTMENT ADVISOR WHOSE CONTACT INFORMATION WE MAY PROVIDE. THESE INDEPENDENT ADVISORS ARE NOT EMPLOYEES, AGENTS OR REPRESENTATIVES OF BAM. THE NETWORK DOES NOT MAKE THEM AGENTS OR REPRESENTATIVES OF EACH OTHER. THE RESULTS WILL BE PRESENTED FROM A PARTIAL LIST FROM WHOM BAM CURRENTLY AGREES TO SERVICE. BY ENGAGING THIS SERVICE YOU AGREE THAT BAM HAS NO RESPONSIBILITY OR LIABILITY FOR THE MERITS AND RISKS OF USING ANY OF THE INDEPENDENT INVESTMENT ADVISORS LISTED.

WE BELIEVE THAT THE DECISION TO HIRE AN INVESTMENT ADVISOR IS A HIGHLY PERSONAL ONE. BAM ONLY EVALUATES INDEPENDENT REGISTERED INVESTMENT ADVISORS FOR THE PURPOSES OF PROVIDING THEM BACK OFFICE SERVICES. BAM DOES NOT EVALUATE THE PERFORMANCE OR INVESTIGATE THE REGISTRATION STATUS OR DISCIPLINARY HISTORY OF ADVISORS.

ALTHOUGH BAM REQUIRES MEMBERS OF THE NETWORK TO AGREE TO CERTAIN STANDARDS, BAM DOES NOT AND WILL NOT SUPERVISE OR OTHERWISE CONTROL ANY INDEPENDENT INVESTMENT ADVISOR AND TAKES NO RESPONSIBILITY TO MONITOR THE INVESTMENT ADVISOR’S PERFORMANCE OR TRANSACTIONS IN AN INVESTOR'S ACCOUNT. THE CONTACT INFORMATION THAT YOU MAY BE PROVIDED THROUGH THIS WEBSITE IS FOR YOUR INFORMATIONAL PURPOSES ONLY AND YOU ALONE WILL BEAR THE SOLE RESPONSIBILITY OF EVALUATING THE MERITS AND RISKS ASSOCIATED WITH HIRING AND USING ANY INDEPENDENT ADVISOR.

BAM URGES YOU TO EVALUATE CAREFULLY ANY WEALTH ADVISOR THAT YOU MAY CONSIDER HIRING. FOR TIPS ON EVALUATING AN INVESTMENT ADVISOR, VISIT THE INFORMATION WEBSITE OF THE US Securities and Exchange Commission, WHERE YOU MAY OBTAIN HELPFUL PUBLICATIONS SUCH AS Investment Advisors: What You Need to Know Before Choosing One AND Protect Your Money: Check Out Brokers and Advisors.

IN EXCHANGE FOR RECEIVING A LIST OF INDEPENDENT REGISTERED INVESTMENT ADVISORS, YOU AGREE THAT BAM SHALL NOT BE LIABLE FOR ANY POSSIBLE CLAIM, INCLUDING, WITHOUT LIMITATION, DAMAGES, ARISING EITHER FROM YOUR DECISION TO USE THE SERVICES OR THE ACTS OR OMISSIONS, OF AN INDEPENDENT INVESTMENT ADVISOR INCLUDED ON THE SUPPLIED LIST.

If you accept these terms of service, click "I agree".