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Take a moment to browse our customized, downloadable and approved marketing sales tools to help grow your business. They range from PowerPoint presentations and infographics to training tools, videos and more. Enjoy!

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Compliance

Advertising Request Form v19


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Transition Guide Updated


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MKTG_Efile Cabinet SECURE


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Downloadable & Approved Sales Tools

DFA—Transforming-Lives-through-Financial-Science


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Offering Clients a Growth Safety and Income Alternative


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Clients a Growth Safety and Income Alternative Secured


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Approved Performance Information

Commentary

Seasonal Letters

BWM_Advrtsg_DFA – Bedrock Updated Portfolio Analysis


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Bedrock KIP Models (DFA) Q12020


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DFA – Unbranded – Q2 Market Review


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Training Tools and Videos

FLIPBOOKS

BWM_Training


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POWERPOINTS

DFA—Market-Declines-and-Volatility—Slides-Unbranded


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VIDEOS

BWM_Annual_Compliance


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Not affiliated with the U.S. Federal Government or any government Agency. Investment Advisory Services offered through BWM Advisory, LLC (BWM). BWM is registered as an investment advisor and only conducts business in states where it is properly registered or is excluded from registration requirements. We are currently either state or SEC registered in the following states: Arizona, Florida, Illinois, Kansas, Louisiana, Michigan, New York, Oregon, Texas, and Washington. Registration is not an endorsement of the firm by securities regulators and does not mean the advisor has achieved a specific level of skill or ability. The firm is not engaged in the practice of law or accounting. Always consult an attorney or tax professional regarding your specific legal or tax situation. Although we make great efforts to ensure the accuracy of the information contained herein we cannot guarantee all information is correct. 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. Any comments regarding guarantees, safe and secure investments and guaranteed income streams or similar refer only to fixed insurance and annuity products. They do not refer, in any way to securities or investment advisory products. Fixed insurance and annuity product guarantees are subject to the claims‐paying ability of the issuing company and are not offered by BWM Advisory, LLC. Guaranteed lifetime income available through annuitization or the purchase of an optional lifetime income rider, a benefit for which an annual premium is charged. Annuities are long-term products of the insurance industry designed for retirement income. They contain some limitations, including possible withdrawal charges and a market value adjustment that could affect contract values. Annuities are not FDIC insured.