Terms of Use

Copyright ©2020 BWM Advisory, LLC

All rights reserved.

BWM Advisory, LLC. (BWM) d/b/a Bedrock Investment Advisors, (“we,” “us,” or “our”) provides investment advisory services. BWM is registered as an investment adviser with the U.S. Securities and Exchange Commission (the “SEC”) under the Investment Advisers Act of 1940 (the “Advisers Act”).

Please read this Terms of Use carefully as it contains the legally binding terms and conditions that you are subject to. By accessing www.Bedrockia.com.com (“website”), you agree to be bound by the terms of this Agreement.

Hyperlinks on this website are provided as a convenience. We cannot be held responsible for information, services or products found on websites linked to ours. Different types of investments involve higher and lower levels of risk. There is no guarantee that a specific investment or strategy will be suitable or profitable for an investor’s portfolio. There are no assurances that a portfolio will match or exceed any particular benchmark.

IMPORTANT CONSUMER INFORMATION:BWM is not affiliated with or sponsored by the U.S. Federal Government or any government agency. An investment advisor or IA representative may only transact business in a state if first registered, or is excluded or exempt from state investment advisor or IA representative registration requirements, as appropriate. Registration is not an endorsement of the firm by securities regulators and does not mean the adviser has achieved a specific level of skill or ability.  The follow-up and individualized responses to persons in a state by such a firm or individual that involve either effecting or attempting to effect transactions in securities or the rendering of personalized investment advice for compensation, will not be made without first complying with the appropriate registration requirement, or an applicable exemption or exclusion. For information concerning the licensing status or disciplinary history of investment advisor or IA rep, a consumer should contact his or her state securities law administrator.

All materials contained on this website are protected by the United States copyright law and may not be reproduced, distributed, transmitted, displayed, published, or broadcast without the prior written permission of BWM.  You may not alter or remove any trademark, copyright or other notice from copies of the content.

“BWM Advisory,” “Bedrock Investment Advisors” and “KIP Model Portfolio” and their respective logos are trademarks of BWM Advisory, LLC. Additionally, the names of other products and services referred to on the site may be the trademarks or service marks of their respective owners. You may not use any trademark or service mark appearing on this website without the prior written consent of the owner.

By providing BWM with your mailing address, telephone number or email address, you are expressly requesting for a BWM representative to contact you.  You further agree that BWM may contact you by any available means, until you withdraw your permission, in writing, with the notice sent to the company’s physical address as listed on the website.  You further agree that such contact cannot be considered in violation of the National Do Not Call List Registry or CAN-SPAM Act.

Disclaimer of Warranties and Liability
You expressly agree that use of this website is at your sole risk. This site is provided on an ‘as-is’ and ‘as available’ basis. BWM expressly disclaims all warranties of any kind, express or implied, including without limitation any warranty of merchantability, fitness for a particular purpose or non-infringement. BWM makes no warranty that this website will meet your requirements, or that this site will be uninterrupted, timely, secure, or error free; nor does BWM make any warranty as to the results that may be obtained from the use of this site. BWM will not be liable for any direct, consequential or incidental damages, whether foreseeable or not, which may result from the unavailability or malfunction of this site.

You understand and agree that any material and data downloaded or otherwise obtained through the use of this website is at your discretion and risk and that you will be solely responsible for any damage to your computer system or loss of data that results from the download of such material and data. BWM shall not be responsible for any loss or damage caused or alleged to have been caused, directly or indirectly, by the information or ideas contained, suggested or referenced in this service. No advice or information, whether oral or written, obtained by you from BWM or through this website shall create any warranty not expressly made here in.

You understand and agree that BWM does not guarantee the accuracy or completeness of any information in or provided in connection with the website. BWM is not responsible for any errors or omissions or the results obtained from the use of such information. The information is provided with the understanding that neither BWM nor any affiliated professionals are engaged in rendering personalized investment, financial planning, accounting, legal, or other professional services or advice through the website. BWM encourages you to seek advice from an appropriate personal finance and investment professional before making investment decisions.

You understand and agree that presentation of any performance data is not meant to imply that similar results will be achieved in the future. Rather, past performance does not guarantee future results and your investment results will differ, possibly substantially, from any reported data on the website. Any data is provided merely for illustrative and discussion purposes. Performance data using a wide variety of time periods is provided. Rather than focusing on the specific time periods used or the results derived, the reader should focus instead on the underlying principles.

You understand and agree that none of the material presented here is intended to serve as the basis for any financial decision, nor does any of the information contained within website constitute an offer to buy, sell, or hold any security. Such an offer is made only by prospectus or other binding agreement, which you should read carefully before investing or sending money.

You understand and agree that the material presented is accurate to the best of our knowledge. However, performance data changes over time and laws frequently change as well, and our advice could change accordingly. Therefore, the reader is encouraged to verify the status of such information before acting.

You understand and agree that any resemblance to any person or persons, living or dead, is purely coincidental.

BWM is not responsible for the content on the internet or web pages outside of the BWM website. As a convenience to our users, we may provide links to resources which are beyond our control. We make no representations as to the quality, suitability, functionality, or legality of any sites to which we may provide links, and you hereby waive any claim you might have against BWM with respect to such sites.

BWM shall not be liable for any direct, indirect, incidental, special or consequential damages, resulting from; the use or the inability to use the website or for the cost of procurement of substitute goods and services or resulting from any goods or services purchased or obtained or messages received; transactions entered into through the website or resulting from unauthorized access to or alteration of your transmissions or data, including but not limited to, damages for loss of profits, use, data or other intangible, even if BWM has been advised of the possibility of such damages.


We reserve the right, at our sole discretion, to modify or replace these Terms at any time. If a revision is material, we will provide at least 30 days notice prior to any new terms taking effect. What constitutes a material change will be determined at our sole discretion.

By continuing to access or use our Service after any revisions become effective, you agree to be bound by the revised terms. If you do not agree to the new terms, you are no longer authorized to use the Service.


Contact Us

If you have any questions about these Terms, please contact us at 800-779-4183 or [email protected]