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IMPORTANT DISCLOSURE INFORMATION

Blue Bell Private Wealth Management, LLC (“Blue Bell”) is an SEC registered investment adviser located in Blue Bell, Pennsylvania. Blue Bell and its representatives are in compliance with the current filing requirements imposed upon SEC registered investment advisers by those states in which Blue Bell maintains clients. Blue Bell may only transact business in those states in which it is registered, or qualifies for an exemption or exclusion from registration requirements. Blue Bell’s web site is limited to the dissemination of general information pertaining to its advisory services, together with access to additional investment-related information, publications, and links. Accordingly, the publication of Blue Bell’s web site on the Internet should not be construed by any consumer and/or prospective client as Blue Bell’s solicitation to effect, or attempt to effect transactions in securities, or the rendering of personalized investment advice for compensation, over the Internet. Any subsequent, direct communication by Blue Bell with a prospective client shall be conducted by a representative that is either registered or qualifies for an exemption or exclusion from registration in the state where the prospective client resides. For information pertaining to the registration status of Blue Bell, please contact the SEC or the state securities regulators for those states in which Blue Bell maintains a notice filing. A copy of Blue Bell’s current written disclosure statement discussing Blue Bell’s business operations, services, and fees is available from Blue Bell upon written request. Blue Bell does not make any representations or warranties as to the accuracy, timeliness, suitability, completeness, or relevance of any information prepared by any unaffiliated third party, whether linked to Blue Bell web site or incorporated herein, and takes no responsibility therefor. All such information is provided solely for convenience purposes only and all users thereof should be guided accordingly.

Please remember that different types of investments involve varying degrees of risk, and there can be no assurance that the future performance of any specific investment or investment strategy (including those undertaken or recommended by Blue Bell), will be profitable or equal any historical performance level(s).

Certain portions of Blue Bell’s web site (i.e. newsletters, articles, commentaries, etc.) may contain a discussion of, and/or provide access to, Blue Bell (and those of other investment and non-investment professionals) positions and/or recommendations as of a specific prior date. Due to various factors, including changing market conditions, such discussion may no longer be reflective of current position(s) and/or recommendation(s). Moreover, no client or prospective client should assume that any such discussion serves as the receipt of, or a substitute for, personalized advice from Blue Bell, or from any other investment professional. Blue Bell is neither an attorney nor an accountant, and no portion of the web site content should be interpreted as legal, accounting or tax advice.

Rankings and/or recognition by unaffiliated rating services and/or publications should not be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results if Blue Bell is engaged, or continues to be engaged, to provide investment advisory services, nor should it be construed as a current or past endorsement of Blue Bell by any of its clients. Rankings published by magazines, and others, generally base their selections exclusively on information prepared and/or submitted by the recognized adviser.

To the extent that any client or prospective client utilizes any economic calculator or similar interactive device contained within or linked to Blue Bell’s web site, the client and/or prospective client acknowledges and understands that the information resulting from the use of any such calculator/device, is not, and should not be construed, in any manner whatsoever, as the receipt of, or a substitute for, personalized individual advice from Blue Bell, or from any other investment professional.
Each client and prospective client agrees, as a condition precedent to his/her/its access to Blue Bell’s web site, to release and hold harmless Blue Bell, its officers, directors, owners, employees and agents from any and all adverse consequences resulting from any of his/her/its actions and/or omissions which are independent of his/her/its receipt of personalized individual advice from Blue Bell.

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CLIENT ACCESS

WEB SITE ACCESS ACKNOWLEDGMENT

As a client of Blue Bell Private Wealth Management, LLC (“Company”), by selecting the “I Agree” button, I elect to participate in the password-protected access portion of Company Internet web site.  I understand that my participation will allow me to review certain investment-related information published by Company and unaffiliated third parties.  This password-protected access is made available to clients of Company free of charge.  This authorization shall continue until canceled in writing.

I understand that the password-protected section is a secure web site intended only to allow a client access to information relative to his/her/its specific account.  I also understand that I will be assigned an individual password.  I agree not to share my password with any other person. I hereby release and hold Company harmless from any adverse consequences relative to any failure by me to keep the identity of my password secure.

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