Required Disclosures for Registered Investment Advisors

Investment advisory services are offered through BWS Investment Management, LLC, a registered investment adviser offering advisory services in the State of Texas and other jurisdictions where registered or exempted. Main Office: 13100 Wortham Center Drive 3rd Floor Houston, TX 77065. Tel: 281-223-8109. This site is not to be directly or indirectly interpreted as a solicitation of investment advisory services to residents of another jurisdiction unless otherwise permitted. This website is for informational purposes only and does not constitute a complete description of our investment services or performance. This website is in no way a solicitation or offer to sell securities or investment advisory services except, where applicable, in states where we are registered or where an exemption or exclusion from such registration exists. Information throughout this site, whether stock quotes, charts, articles, or any other statement or statements regarding market or other financial information, is obtained from sources that we believe reliable, but we do not warrant or guarantee the timeliness or accuracy of this information. Nothing on this website should be interpreted to state or imply that past results are an indication of future performance. Neither we nor our information providers shall be liable for any errors or inaccuracies, regardless of cause, or the lack of timeliness of, or for any delay or interruption in the transmission thereof to the user. There are no warranties, expressed or implied, as to accuracy, completeness, or results obtained from any information posted to this or any linked website.

Please click on the following link to view our Privacy Policy.

Privacy Policy Statement

Disclosure Regarding Marketing Materials distributed by BWS Investment Management, LLC

Please do not hesitate to contact us anytime with questions.  We can be reach via phone at (281) 223-8109 or email at clientservices@bwsinvestment.com.