At Blue Bell Private Wealth Management, we are committed to identifying appropriate investment opportunities for you. The following describes our investment process and what you can expect to experience when we go to work for you.
As a client of Blue Bell Private Wealth Management, LLC (“Blue Bell”), by selecting the “Continue To Client Portal” button, I elect to participate in the password-protected access portion of Blue Bell Internet web site. I understand that my participation will allow me to review certain investment-related information published by Blue Bell and unaffiliated third parties. This password-protected access is made available to clients of Blue Bell 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 Blue Bell harmless from any adverse consequences relative to any failure by me to keep the identity of my password secure.