- Terms of Use -

This website is provided as a service of Bullard, McLeod & Associates, Inc. ("BMA"). By accessing this website, you are agreeing to the following terms:

SEC REGISTRATION:

Bullard, McLeod & Associates, Inc. (BMA) is a U.S. Securities and Exchange Commission Registered Investment Advisor located in Albany, NY.  In addition to SEC registration, BMA presently maintains notice filings as an investment advisor in CO, CT, MA, NY, NH, VT and TX. BMA also has clients in other states, but since there are fewer than six investment advisory clients in each of these other states, most states do not require notice filing in such jurisdictions. As prescribed by rule 204-3(c) of the Investment Advisors Act of 1940, Bullard, McLeod agrees to deliver, without charge, a copy of BMA's Form ADV Part I and Part II with associated Schedule F to all clients and prospective clients upon request.

NO OFFER OR SOLICITATION:

Nothing on this website should be construed as a solicitation, offer or recommendation to acquire or dispose of any investment or to engage in any other transaction. We do not provide personalized investment advice or financial planning advice through the BMA website. Specific advice is given only within the context of our contractual agreements and may only be rendered after the delivery of Form ADV-Part II, the execution of a financial planning and investment advisory agreement, and the payment of an advisory fee by you to us. This website is designed primarily to provide you with the necessary information regarding our services, our fees, our qualifications, our staff and ways to contact us.

NO RELIANCE:

Although we believe that the information on this website is reliable since it is gathered from what we consider to be reliable sources, it is not guaranteed to be accurate and does not purport to be complete. The information and opinions contained on this website are provided for your personal use and informational purposes only. Nothing contained on this website constitutes investment, financial, legal, tax or other advice nor is any information to be relied upon in making an investment or other decision. Our specific advice is given only within the context of our contractual agreements with individual clients.

LINKED WEBSITES:

When you access certain links on our website, you may leave our website. We do not endorse the content of such linked websites, nor the products, services or other items offered through such websites. Any links to other sites are not intended as referrals or endorsements, but are merely provided to the users of this website for convenience and informational purposes.

PASSWORD-PROTECTED AREAS:

Some of the material on our website, notably under ACCOUNT LOOKUP, is password-protected. Access to these areas is restricted to authorized users only. The user in password protected areas is responsible for any use of the password and for maintaining the confidentiality of their password.

PRIVACY POLICY:

In the nature of conducting our business, BMA inevitably collects information about its clients which is personal and nonpublic. We take your trust and privacy very seriously and do not disclose nonpublic information about our clients to anyone, except as permitted and required by law (e.g., in order to effect a requested transaction or to provide requested services or to maintain or service an account). We get this information from applications or other forms. We also get information concerning transactions clients make with us or with others. We do not sell client information to third party businesses. When clients close their accounts, any information we have in our files will continue to be subject to the same policy.  BMA restricts access to personal and account information to those employees who need to know that information in order to help provide services to the client. We also maintain physical, electronic, and procedural safeguards to guard any nonpublic personal information.

    
©2010 Bullard, McLeod and Associates, Inc. All rights reserved.