Bruce Colin & Co. (hereafter "Firm") is registered as an investment adviser with the SEC. The Firm may only transact business or render personalized investment and financial advice in those states where it is registered, notice filed, or where it qualifies for an exemption or exclusion from registration requirements, and the presence of this website on the Internet shall in no way suggest otherwise. Any communications with prospective clients residing in states where the Firm is not registered or licensed shall be limited so as not to trigger registration or licensing requirements.
The purpose of this website is to provide general information on the Firm and should not be construed as a solicitation to effect, or attempt to effect, either transactions in any investments or the rendering of personalized investment advice or financial planning over the Internet. The Firm provides specific recommendations only within the boundaries of its written contractual agreements with clients, and only after a comprehensive review and analysis of their specific situations.
Copies of the Firm's current written disclosure documents on file with the SEC (including Form ADV/Part 2A and Form CRS) are available upon request. Form CRS (“Client Relationship Summary”) was adopted by the SEC in 2019 in order to help consumers better understand how a specific advisor or broker works. It contains important information about our advisory firm and helps prospective and existing clients determine whether our services and business practices are appropriate for their particular needs.
The information on this site is provided without charge as a convenience to visitors, and is intended for informational purposes only. The Firm has tried to provide reliable information, but does not make any warranties or representations as to the accuracy or completeness of the information, text, graphics, links or other content contained on this site. The Firm reserves the right to make changes and corrections to the site at any time, without notice, and makes no commitment to update information contained on the site.
Any links on the Firm's website to other websites are provided as a convenience, and do not imply endorsements or constitute referrals. When you access one of these websites you are leaving the Firm's website and should exercise appropriate safeguards and caution.
Some areas of the Firm's website are password-protected and restricted to authorized users only. Authorized users of such areas are responsible for safeguarding and maintaining the confidentiality of their personal login information.