| Regulatory and
Disclaimer Information for www.bhia.com
Regulatory Disclosure:
Beale Healy Investment Advisors, Inc. is a U. S. Securities and Exchange Commission Registered
Investment Advisory firm. We do not render or offer to render personalized
investment advice or financial planning advice through this medium. This medium is limited
to providing you with general information on our services and provides a way for you to
contact us. Advice can only be rendered after all of the following conditions are met:
1. Delivery of our Form ADV Part II to you.
2. Execution of an Investment Advisory and / or Financial Planning agreement between you
and us.
3. Initial payment of the planning fee or investment advisory fee by you to us.
Other Disclaimers:
The information in this web-site is based on data gathered from what we believe are
reliable sources. It is not guaranteed as to accuracy, and does not purport to be complete
and is not intended as the primary basis for investment decisions. It should also not be
construed as advice meeting the particular investment needs of any investor.
All references that might be made to an
investment or portfolio's performance are based on historical data and one should not
assume that this performance will continue in the future.
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