Disclosure Information and User Terms

Investment Adviser Disclaimer:  Blumberg B+V Advisors, LLC (“B+V”) is not a registered investment adviser under the Investment Advisers Act of 1940 or under the laws of any other state, except for New York.  B+V may only transact business or render personalized investment advice in those states and international jurisdictions where it is registered or otherwise excluded or exempted from the relevant registration requirements. The purpose of this website is limited to provide you with general information on our services and mission.  B+V does not render or offer to render personalized investment advice or financial planning advice through this website.

No Solicitation or Investment Advice:  The material contained on this website is for informational purposes only and B+V is not soliciting any action based upon such material.  The material is not to be construed as an offer or a recommendation to buy or sell a security nor is it to be construed as investment advice.  Additionally, the material accessible through this website does not constitute a representation that the investments described herein are suitable or appropriate for any person.


We may provide access to information, services, and products through websites that are owned or operated by other companies (“third party websites”).  We have carefully chosen a number of other companies to provide information, services, and products, in hopes of bringing you the value and service you expect from us.  You can identify that you are at a third party’s website instead of our website when you have used a hyperlink which takes you to a new location, and the website address of the linked site appears in the “netsite” or “address” box at the top of your browser, or when a new browser window is opened, in which the new third party website appears.

We have done our best to provide you with information, services, and products from trustworthy third party companies; however, we cannot endorse, approve or guarantee information, products, services or recommendations provided at any third party’s website.  It is provided solely for the purpose of convenience.  Because we may not always know when information on a third party website changes, we are not responsible for the content or accuracy of any third party website.  We will not be responsible for any loss or damage of any sort resulting from the use of a third party web link, nor will it be liable for any failure of products or services advertised or provided on these third parties’ websites.

When you visit a third party website by using a hyperlink from our site, our Privacy Policy will no longer protect you.  The data collection, use, and protection provided by the linked website may differ. You should familiarize yourself with the privacy policy and security practices of any third party linked website you visit.  Those are the policies and practices that will apply to your use of the third party linked website, NOT our policies and practices.  Because the privacy and information security practices may be different, you may be at greater risk to computer viruses, malicious code, or other defects in websites that may affect your computer.