Boston Financial Management, LLC Website Disclosure
Boston Financial Management, LLC (“BFM”) is an SEC registered investment adviser located in Boston, Massachusetts. BFM and its representatives are in compliance with the current registration requirements imposed upon investment advisers by those states in which BFM maintains clients. BFM may only transact business in those states in which it is registered or qualifies for an exemption or exclusion from registration requirements.
BFM’s website is limited to the dissemination of general information regarding its investment advisory services to United States residents residing in states where providing such information is not prohibited by applicable law. The publication of BFM’s website on the Internet should not be construed by any consumer and/or prospective client as BFM’s solicitation to effect or attempt to effect transactions in securities or the rendering of personalized investment advice for compensation over the Internet. Furthermore, information on this Internet site should not be construed, in any manner whatsoever, as the receipt of, or a substitute for, personalized individual advice from BFM. Any subsequent, direct communication by BFM with a prospective client shall be conducted by a representative that is either registered or qualifies for an exemption or exclusion from registration in the state where the prospective client resides.
A copy of BFM’s current written disclosure statement discussing BFM’s business operations, services, and fees is available from BFM upon written request. BFM does not make any representations as to the accuracy, timeliness, suitability, completeness, or relevance of any information prepared by any unaffiliated third party, whether linked to BFM’s website or incorporated herein and takes no responsibility therefore. All such information is provided solely for convenience purposes and all users thereof should be guided accordingly.
Past performance many not be indicative of future results. Therefore, no current or prospective client should assume that future performance of any specific investment, investment strategy or product made reference to directly or indirectly by BFM in its website, or indirectly via a link to an unaffiliated third party website, will be profitable or equal past performance. Different types of investments involve varying degrees of risk, and there can be no assurance that any specific investment will be profitable for a client or prospective client. Investment in securities involves risks, including the risk of loss of principal.
Certain portions of BFM’s website (i.e. newsletters, articles, commentaries, etc.) may contain a discussion of, and/or provide access to, BFM’s positions and/or recommendations as of a specific prior date. Due to various factors, including changing market conditions, such discussion may no longer be reflective of current position(s) and/or recommendation(s).
BFM is neither a law firm or accounting firm, and no portion of this website content should be interpreted as legal, accounting or tax advice.
For information pertaining to the registration status of BFM, please contact the United States Securities and Exchange Commission on their website at www.adviserinfo.sec.gov.
To download a copy of BFM’s ADV Part 2A Brochure, please click here.