BOSTON FAMILY ADVISORS LLC
Disclosure: Important Disclaimers Boston Family Advisors LLC (“BFA”) is a Registered Investment Advisor (“RIA”), located in the Commonwealth of Massachusetts. BFA provides investment advisory and related services for clients nationally. BFA will maintain all applicable registration and licenses as required by the various states in which BFA conducts business, as applicable. BFA renders individualized responses to persons in a particular state only after complying with all regulatory requirements, or pursuant to an applicable state exemption or exclusion.
BFA reserves the right to change, modify, add or remove portions of these Terms at any time for any reason. We suggest that you review these Terms periodically for changes. Such changes shall be effective immediately upon posting. You acknowledge that by accessing our Website after we have posted changes to these Terms, you are agreeing to these Terms as modified.
These Terms were last updated on November 5, 2018.
Different types of investments involve varying degrees of risk. Therefore, it should not be assumed that future performance of any specific investment or investment strategy will be profitable.
Asset allocation may be used in an effort to manage risk and enhance returns. It does not, however, guarantee a profit or protect against loss. Performance of the asset allocation strategies depends on the underlying investments.
This website is intended to provide general information about BFA and its services. It is not intended to offer or deliver investment advice in any way. Information regarding investment services are provided solely to gain an understanding of our investment philosophy, our strategies and to be able to contact us for further information.
Market data, articles and other content on this website are based on generally available information and are believed to be reliable. BFA does not guarantee the accuracy of the information contained in this website. The information is of a general nature and should not be construed as investment advice.
Please remember that it remains your responsibility to advise BFA, in writing, if there are any changes in your personal/financial situation or investment objectives for the purpose of reviewing/evaluating/revising our previous recommendations and/or services, if you would like to impose, add, or to modify any reasonable restrictions to our investment advisory services.
BFA will provide all prospective clients with a copy of our current Form ADV, Part 2A (“Disclosure Brochure”) and the Brochure Supplement for each advisory person supporting a particular client. You may obtain a copy of these disclosures on the SEC website at http://adviserinfo.sec.gov or you may Contact Us to request a free copy via .pdf or hardcopy.
BFA often communicates with its clients and prospective clients through electronic mail (“email”) and other electronic means. Your privacy and security are very important to us. BFA makes every effort to ensure that email communications do not contain sensitive information. We remind our clients and others not to send BFA private information over email. If you have sensitive data to deliver, we can provide secure means for such delivery.
Please note: BFA does not accept trading or money movement instructions via email.
As a registered investment advisor, BFA emails may be subject to inspection by the Chief Compliance Officer (“CCO”) of BFA or the securities regulators.
If you have received an email from BFA in error, we ask that you contact the sender and destroy the email and its contents.
If you have any questions regarding our email policies, please Contact Us
BFA may utilize third-party websites, including social media websites, blogs and other interactive content. BFA considers all interactions with clients, prospective clients and the general public on these sites to be advertisements under the securities regulations. As such, BFA generally retains copies of information that BFA or third-parties may contribute to such sites. This information is subject to review and inspection by the CCO of BFA or the securities regulators.
Information provided on these sites is for informational and/or educational purposes only and is not, in any way, to be considered investment advice nor a recommendation of any investment product. Advice may only be provided by BFA’s advisory persons after entering into an advisory agreement and provided BFA with all requested background and account information.
If you have any questions regarding our policies, please Contact Us
The authenticity and conviction we bring to each family office has helped us build an enviable word-of-mouth reputation that ensures that the client’s experience is personal and highly discreet.
For more details, let us know how we can reach you.
535 Boylston Street, Suite Six Hundred
Boston, Massachusetts 02116