BJAM, a registered investment advisor in North Carolina and Arizona, is dedicated to transparency. They’re working to improve how they coordinate and market their advisory services to selected clients. The company is upfront that it does not audit and simply collects data from third parties it deems trustworthy. Combined, this fishy data is perfect for misleading clients and for potential investors. BJAM expressly disclaims any liability associated with your use or reliance on this information. In particular, they highlight that they are taking no reservations or warranties.
The firm works in a highly competitive and dynamic market landscape, where volatility can greatly shift the landscape for investments to be successful. SP500 The S&P 500 Index is a stock market index that measures the stock performance of 500 large companies in the US. Wall Street investors consider it one of the most important indicators of all broad market sentiment and direction. This index, calculated by Standard & Poor’s, is one of the most watched indices in all of finance closely followed even by financial professionals like those at BJAM.
BJAM prides itself on informing its clients. Further, the firm does a great job in Part 2 of its Form ADV to detail its advisory fees and risks. Read through the discussion to pick out useful and practical insights into the firm’s unique operations. Its goal is to help them better understand the total costs and investment risks associated with their investment strategies. Clients can—and should—ask to see Part 2 of BJAM’s Form ADV at any time. This guide is an in-depth explanation of all the services we provide.
BJAM’s strategy emphasizes the need for transparency in the investment advisory industry, particularly as the market landscape constantly changes. The firm’s mission is to inspire clients to interact with its vast educational resources and remain up-to-date on their retirement investment options.