BJAM, an investment advisor registered in North Carolina and Arizona, provides detailed information regarding its advisory fees and associated risks in Part 2 of its Form ADV. This template has proven to be an indispensable tool for clients. It gives us an accurate picture of what we’re selling and about the risks—their risks—we’re asking them to take. Prospective investors can ask for access to BJAM’s Form ADV, which will provide the reader with a more complete picture of BJAM’s advisory practices.
The data the firm collects come directly from government databases, supplemented with third-party data that the firm believes to be reliable. BJAM therefore cannot and does not represent or warrant that any content by or third parties is accurate, reliable, complete, stocked or otherwise appropriate. This disclaimer is really important. It stresses the importance of clients independently verifying any investment-related data upon which they may rely.
The S&P 500 Index has long been a central benchmark in the U.S. stock market. It’s a further reflection of the market capitalization of the Fortune 500 largest publicly traded companies. Standard & Poor’s oversees this index, one of the most recognized benchmarks in the world for evaluating the stock market’s performance. In addition, it is used as the primary benchmark for hundreds of billions of dollars in active management investment strategies. The companies that go into the S&P 500 are there by virtue of their performance, their liquidity, and how well they represent their industries.
BJAM’s independent advisory services cut through the complexity and help clients make confident, thoughtful investment decisions. At least as importantly, they care about the major indices, like the S&P 500. Get a look at the performance and strategic direction of these top firms. This understanding helps clients better understand how to choose goals based on what they want to achieve financially.
Clients should carefully consider BJAM’s Form ADV in its entirety. This will make it easier for them to explain their fees to clients as well as the risks associated with various investment strategies. This document outlines the advisory fee structure and highlights the potential risks that might affect investment outcomes.
Though BJAM does its best to ensure the information BJAM makes available is accurate and timely, the inherent nature of third-party source providers does bring some ambiguity. Clients are encouraged to remain vigilant and ensure they have a well-rounded view of their investment landscape, incorporating both BJAM’s insights and their own research.