Business Continuity
BCWM, LLC (BCWM) has developed business continuity plans to address the possibility of a significant disruption. Plans are reviewed, and updated on a regular basis. Should an event occur that hinders our ability to conduct normal business operation, BCWM has secured remote locations to resume critical business operations within a reasonable period of time. Should business functions be interrupted by the loss of our primary business facility, associates and/or “work” would be relocated to an alternate site. In the event of a systems loss, applications would be redirected to our primary recovery location, which could be an alternate facility or a remote recovery service provider. The hierarchical structure of BCWM recovery plans includes the ability to address incidents that are facility, city, state or regional in nature.
If you have any questions about our business continuity planning, you can contact BCWM’s Chief Compliance Officer, Brian Hackleman, at 913-685-2300 or brian@bcwm.com.
Disclosures
BCWM is an SEC registered investment adviser located in Overland Park, Kansas. BCWM may only transact business in those states in which it is registered, or qualifies for an exemption or exclusion from registration requirements. BCWM’s web site is limited to the dissemination of general information pertaining to its advisory services, together with access to additional investment-related information, publications, and links. Accordingly, the publication of BCWM’s web site on the Internet should not be construed by any consumer and/or prospective client as BCWM’s solicitation to effect, or attempt to effect transactions in securities, or the rendering of personalized investment advice for compensation, over the Internet. Any subsequent, direct communication by BCWM 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. For information pertaining to the registration status of BCWM, please contact the SEC or the state securities regulators for those states in which BCWM maintains a notice filing. A copy of BCWM’s current written disclosure statement discussing BCWM’s business operations, services, and fees is available from BCWM upon written request. BCWM does not make any representations or warranties as to the accuracy, timeliness, suitability, completeness, or relevance of any information prepared by any unaffiliated third party, whether linked to BCWM web site 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.
Please remember that different types of investments involve varying degrees of risk, and there can be no assurance that the future performance of any specific investment or investment strategy (including those undertaken or recommended by BCWM), will be profitable or equal any historical performance level(s).
Certain portions of BCWM’s web site (i.e. newsletters, articles, commentaries, etc.) may contain a discussion of, and/or provide access to, BCWM (and those of other investment and non-investment professionals) 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). Moreover, no client or prospective client should assume that any such discussion serves as the receipt of, or a substitute for, personalized advice from BCWM, or from any other investment professional. BCWM is neither an attorney nor an accountant, and no portion of the web site content should be interpreted as legal, accounting or tax advice.
Rankings and/or recognition by unaffiliated rating services and/or publications should not be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results if BCWM is engaged, or continues to be engaged, to provide investment advisory services, nor should it be construed as a current or past endorsement of BCWM by any of its clients. Rankings published by magazines, and others, generally base their selections exclusively on information prepared and/or submitted by the recognized adviser. Rankings are generally limited to participating advisers.
Each client and prospective client agrees, as a condition precedent to his/her/its access to BCWM’s web site, to release and hold harmless BCWM, its officers, directors, owners, employees and agents from any and all adverse consequences resulting from any of his/her/its actions and/or omissions which are independent of his/her/its receipt of personalized individual advice from BCWM.
If you have any questions about our disclosures, you can contact BCWM’s Chief Compliance Officer, Brian Hackleman, at 913-685-2300 or brian@bcwm.com.
Contact
If you have questions regarding these policies, please contact us by writing to BCWM, 14221 Metcalf Ave., Suite 201, Overland, KS 66223, Attention: Brian Hackleman, Chief Compliance Officer (brian@bcwm.com) or by calling 877-615- 2323 or 913-685- 2300.