Disclosures
Welcome to the Website of B.F. Anderson & Company, Inc.
Our firm is an investment adviser registered with and doing business in State of Louisiana and the State of Texas. Due to various federal, state, and foreign regulations and filing requirements, our firm and its representatives may only provide investment advisory services in those states and countries in which they are appropriately registered or otherwise exempt or excluded from registration requirements.
Our firm does not render personalized investment advice or services or effect, or attempt to effect any securities transactions, on this website. The purpose of this website is to provide the public with general information about the services offered by our investment management firm.
B.F. Anderson & Company, Inc. continuously monitors its filing requirements in all states, and will provide individualized advisory services only in accordance with various federal and state regulations
TERMS OF USE AGREEMENT
By using the BFANDERSON.COM website you agree to the terms of this agreement and acknowledge reading the warnings and disclosures provided below.
You acknowledge and agree that any request for information by you is unsolicited and shall neither constitute nor be construed as investment advice by B.F. Anderson & Company, Inc. You should apply your own judgment in making any use of any content, including, without limitation, the use of any information contained therein as the basis for any conclusions. You bear responsibility for your own investment research and decisions.
Prior to making any investment decision, it is strongly recommended that you seek outside advice from a qualified investment adviser. B.F. Anderson & Company, Inc. does not provide or guarantee any financial, legal, tax, or accounting advice regarding the suitability, profitability, or potential value of any particular investment, security, or information source obtained from this website.
You acknowledge that B.F. Anderson & Company, Inc. or its affiliates may invest or otherwise hold interests in entities which may be referenced in any of the services or content accessible through the B.F. Anderson & Company, Inc. website. The views and opinions expressed on the B.F. Anderson & Company, Inc. website are not intended to constitute a description of securities bought, sold, or held on behalf of B.F. Anderson & Company, Inc. nor an indication by B.F. Anderson & Company, Inc. of any intention to buy, sell, or hold any security.
Readers should not assume that recommendations will be profitable or will equal the performance of previous recommendations. The report on this or any page of the website is not a complete description of the securities, markets or developments referred to herein. All expressions of opinion reflect the judgment of the firm at this date and are subject to change. Information has been obtained from sources considered to be reliable, but we do not guarantee that the information is accurate or complete.
Any information provided is for informational purposes only and does not constitute a recommendation.
You should not treat any opinion expressed by B.F. Anderson & Company, Inc. as a specific inducement to make a particular investment or follow a particular strategy, but only as an expression of the firm’s opinion. B.F. Anderson & Company, Inc.’s opinions are based upon information it considers reliable, but the firm does not warrant its completeness or accuracy, and it should not be relied upon as such. B.F. Anderson & Company, Inc., its affiliates and/or subsidiaries, if any, are not under any obligation to update or correct any information provided on this website. B.F. Anderson & Company, Inc.’s statements and opinions are subject to change without notice.
Past performance is not indicative of future results. B.F. Anderson & Company, Inc. does not guarantee any specific outcome or profit. You should be aware of the real risk of loss in following any strategy or investment discussed on this website. Strategies or investments discussed may fluctuate in price or value. Investors may get back less than invested. Investments or strategies mentioned on this website may not be suitable for you. This material does not take into account your particular investment objectives, financial situation or needs and is not intended as recommendations appropriate for you. You must make an independent decision regarding investments or strategies mentioned on this website. Before acting on information on this website, you should consider whether it is suitable for your particular circumstances and strongly consider seeking advice from your own financial or investment adviser.
IMPORTANT DISCLOSURES REGARDING B.F. ANDERSON AND COMPANY, INC. BLOGS, MEDIA, NEWSLETTERS, ARTICLES, ETC. (COLLECTIVELY REFERRED TO AS COMMENTARY) (UPDATED JANUARY 2018)
Commentary found on this website is sponsored Commentary created or supported by B.F. Anderson and Company, Inc. For questions about any B.F. Anderson and Company, Inc. Commentary, please contact Matthew Spencer at matthew.spencer@bfanderson.com.
The views and opinions expressed in blogs are purely those of the bloggers and not necessarily those of B.F. Anderson & Company, Inc. If we claim or appear to be experts on a certain topic or non- B.F. Anderson & Company, Inc. product or service area, we will only endorse such products or services that we believe, based on our expertise, are worthy of such endorsement. Any non- B.F. Anderson & Company, Inc. product claim, statistic, quote or other representation about a product or service should be verified with the manufacturer or provider.
B.F. Anderson & Company, Inc., seeks to retain the freedom of expression of its Commentary owners. However, B.F. Anderson and Company, Inc. is a registered investment adviser and is in the business of offering and providing investment advice. This creates inherent conflicts of interest insofar as our Commentary is partly designed to promote our own investment advice, services, products, and strategies. In that regard, B.F. Anderson & Company, Inc. Commentary does contain content which presents potential and actual conflicts of interest.
Investment in equity strategies involves substantial risk and has the potential for partial or complete loss of funds invested.
INTERNET LINKS
“B.F. Anderson & Company, Inc.’s website provides in certain places information obtained from outside sources or other website addresses or links. The outside information, or any other website information or links, including market and price information, and any other information from outside sources, contains information maintained or provided by institutions or organizations that are independent from B.F. Anderson & Company, Inc. Our firm does not approve, recommend or have any control over these unaffiliated entities. Our firm cannot guarantee or assume any responsibility for the accuracy, completeness or timeliness of any information provided by any outside organization or entity. We recommend that a person independently review or verify any information provided by any outside source available through any links on our website before acting on such information.“
USE OF PERSONAL INFORMATION
Personal Information may be used by B.F. Anderson & Company, Inc. for the following purposes:
Providing you with the B.F. Anderson & Company, Inc. services and information you have requested from us, including your use of the B.F. Anderson & Company, Inc. website. We may from time to time use your Personal Information to contact you about changes, enhancements or similar notices related to the B.F. Anderson & Company, Inc. services.
PRIVACY DISCLOSURE
01/01/2018
B. F. Anderson & Company Inc.’s primary client goal is to protect your privacy.
To conduct regular business, we may collect nonpublic personal information from sources such as:
Information reported by you on applications or other forms you provide to us
Information about your transactions with us, our affiliates, or others
As B.F. Anderson & Company shares nonpublic information solely to service our client accounts, we do not disclose any nonpublic personal information about our clients or former clients to anyone, except as permitted by law.
Information the firm receives from clients on applications (name, social security number, address, assets, etc.)
Information about client transactions with our firm or others (account information, payment history, parties to transactions, etc.)
At times, we may disclose nonpublic personal information to unaffiliated third parties. We may share any of the information that we collect as described above. We may disclose nonpublic personal information about you to certain types of unaffiliated third parties in connection with providing advisory services:
Financial service providers such as mortgage brokers, insurance companies, or broker dealers
Information Safeguarding
B.F. Anderson & Company will internally safeguard your nonpublic personal information by restricting access to only those employees who provide products or services to you or those who need access to your information to service your account. In addition, we will maintain physical, electronic and procedural safeguards that meet federal and/or state standards to guard your nonpublic personal information.
Opt-Out Procedure
If you prefer that B.F. Anderson & Company not take your nonpublic personal information and provide it to a nonaffiliated firm, you may direct us not to make or permit such disclosures by contacting us at the following number: (225) 926-8050.
HOW YOU CAN CORRECT AND UPDATE PERSONAL INFORMATION.
If you need to update or correct any personal information, you may contact us at (225) 926-8050.
OFFER TO RECEIVE A CURRENT COPY OF OUR ADV PART 2.
In an effort to provide transparency to our clients and prospective clients we have made our current ADV Part 2 (Firm Brochure) available for easy access. You may view it by clicking the following link: ADV Part 2. A printed copy will be made available upon written request to:
B.F. Anderson & Company, Inc.
2237 South Acadian Thruway, Suite 605
Baton Rouge, LA 70808
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