Blue Bell Private Wealth Management

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Structured Investments

Structured Investments

Blue Bell Private Wealth Management uses Structured Investments to offer clients market-like exposure with partial downside protection. We utilize Structured Investments for clients who want to offset the risk inherent to investing in equity markets.

Our income is derived solely from our clients. Our loyalty is to our clients, not any large investment company or bank.

Structured Investment History

Structured Investments provide investors with defined outcomes during markets with lots of uncertainty. They provide returns based on underlying assets with scenarios that include partial downside protection and potentially enhanced upside returns. There are many available Structured Investments today, however, not all are created equal. Once known as Wall Street’s Best Kept Secret, Structured Investments have grown in popularity as a hedge option in clients’ portfolios.

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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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