ADDITIONAL INFORMATION

 

General Disclosures

Nothing on this website constitutes investment advice. Nothing on this website constitutes an offer to buy or sell any investment product or service. Bellwether Capital Management LLC does not provide tax, legal, or insurance advice. Investors should understand that investing is inherently risky and it comes with the potential for loss. Performance cannot be guaranteed, there is no guarantee that an investor’s objectives will be met, and past results are no guarantee of future events. While the information on this website is believed to be accurate, its accuracy cannot be guaranteed. The availability of investment products and services may vary based on jurisdiction. Everything contained on this website is subject to Copyright by Bellwether Capital Management LLC. Unauthorized reproduction of this website’s content in any part is strictly prohibited. By using this website, you acknowledge that you have read, understand, and agree to these disclaimers. In addition, you release Bellwether Capital Management LLC and any of its employees and/or representatives from any liabilities related to using this website.

Business Continuity

BCM’s policy is to respond to a Significant Business Disruption (SBD) by safeguarding client assets, protecting all of the firm’s books and records, and quickly recovering in order to resume business operations. In the event that BCM is unable to continue the business BCM's priority is clients' control of and access to their funds and securities.  Since the timing and impact of disasters and disruptions are unpredictable, BCM will have to be flexible in responding to actual events as they occur. With that in mind, BCM is providing this summary information.  BCM’s business continuity plan addresses: data backup and recovery; mission critical systems; financial and operational assessments; alternative communications with customers, employees, and regulators; alternate physical location of operations; critical third-party impact; regulatory reporting; and providing clients with control and access to their funds and securities if BCM is unable to continue business. In the event of
a SBD, BCM plans to continue in business, transfer operations to alternate locations if necessary, and notify you through BCM’s website on how to establish contact. If the significant business disruption is so severe that it prevents BCM from remaining in business, clients will be able to access and control their funds and securities through the third party custodians where the assets are held.  If after a SBD you cannot contact BCM by phone, fax, or email, you should go to BCM’s website at www.bellwethercm.com for instructions. If you cannot access BCM through those means, you should contact the account custodian listed on your account statements for instructions on how to access funds and securities, enter orders, retrieve account information, or make changes to your account. For additional information about BCM’s business continuity planning, you can contact BCM directly at +1 (925) 230-9482 or info@bellwethercm.com.

 

Privacy Policy

 

Bellwether Capital Management LLC (BCM) is required to obtain, verify, and record information about Clients and potential Clients in order to provide investment advisory services. BCM may collect personal information from sources including, but not limited to account applications and other forms related to your accounts, account activity, consumer reporting agencies, and information obtained from other third parties. BCM will keep non-public Client information (hereby referred to as private information or PI) confidential. Access to such information is restricted to appropriate parties for which access is mandatory. Physical and electronic safeguards are in place to protect PI and BCM has policies and procedures in place to handle such information.BCM will never sell PI to third parties. And unless required by law or necessary (and legally permitted) in order to provide its services, BCM will never share or disclose PI with third parties. When BCM uses third parties to provide its services, those parties must also have privacy and security policies and procedures in place designed to protect PI and maintain its confidentiality. You may request a copy of BCM’s Privacy Notice by contacting BCM at +1 (925) 230 9482 or info@bellwethercm.com.

 

 

 

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