Disclosures.
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 on request. Form CRS (“Client Relationship Summary”) was adopted by the SEC 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 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 and portals are provided as a convenience, and do not imply endorsements or constitute referrals. Authorized users accessing these sites should exercise appropriate safeguards and caution, including the safeguarding and maintenance of confidential information such as passwords, user IDs, and other authentication methods.