The information on the web site of B&L Asset Management LLC D/B/A Burns & Levinson Asset Management (the “Company”) is intended as general information only and not as specific investment advice. The communication of information and the receipt of information from this site and those connected and maintaining this site does not and is not intended to establish a client relationship. The Company. may only transact business in states in which it is registered, excluded, or exempted from state investment advisor registration requirements.
The Company is a registered investment adviser with the U.S. Securities and Exchange Commission. The Company does not render investment or financial planning advice through this website. The information contained in the site is limited to providing you an overview of the firm and its services. Once an advisory relationship is established, investment advice can only be given or services performed after all of the following conditions have been met:
This web site provides information about the qualifications and business practices of the Company. The information contained in this web site has not been approved or verified by the U.S. Securities and Exchange Commission or by any state securities authority.
Additional information about Burns & Levinson Asset Management is available on the SEC’s website at www.adviserinfo.sec.gov. You can search this site by a unique identifying number, known as a CRD number. The CRD number for the Company is 108191.
The Company is affiliated with Burns & Levinson LLP, a law firm. The Company does not provide legal services. Your use of this Site does not create any attorney-client relationship between you and the Company or Burns & Levinson LLP. Information you may request is not advice, advertising or solicitation. Providing information on this Site does not constitute the rendering of legal or other professional advice or services. An attorney-client relationship with Burns & Levinson LLP may be established only by an engagement letter signed by a Burns & Levinson LLP lawyer.
THE INFORMATION ON THIS WEB SITE IS PROVIDED "AS IS" WITHOUT WARRANTY OF ANY KIND. TO THE FULLEST EXTENT PERMISSIBLE PURSUANT TO APPLICABLE LAW, THE COMPANY DISCLAIMS ALL WARRANTIES, EXPRESS OR IMPLIED, INCLUDING, BUT NOT LIMITED TO, IMPLIED WARRANTIES OF MERCHANTABILITY, FITNESS FOR A PARTICULAR PURPOSE, AND NON-INFRINGEMENT OF THIRD PARTY RIGHTS. SPECIFICALLY, BUT WITHOUT LIMITATION, THE COMPANY DOES NOT WARRANT THAT: (i) THE INFORMATION ON THIS SITE IS CORRECT, ACCURATE OR RELIABLE; (ii) THE FUNCTIONS CONTAINED ON THIS SITE WILL BE UNINTERRUPTED OR ERROR-FREE; OR (iii) DEFECTS WILL BE CORRECTED, OR (iv) THIS SITE OR THE SERVER THAT MAKES IT AVAILABLE, ARE FREE OF VIRUSES OR OTHER HARMFUL COMPONENTS.
UNDER NO CIRCUMSTANCES SHALL THE COMPANY BE LIABLE FOR ANY DAMAGES, INCLUDING DIRECT, INCIDENTAL, SPECIAL, CONSEQUENTIAL OR EXEMPLARY DAMAGES THAT RESULT FROM THE USE OF, OR THE INABILITY TO USE, THIS SITE OR THE INFORMATION CONTAINED ON THIS SITE, EVEN IF THE COMPANY HAS BEEN ADVISED OF THE POSSIBILITY OF SUCH DAMAGES, IN NO EVENT SHALL THE COMPANY'S TOTAL LIABILITY FOR ALL DAMAGES, LOSSES, AND CAUSES OF ACTION WHETHER IN CONTRACT, TORT (INCLUDING, BUT NOT LIMITED TO, NEGLIGENCE) OR OTHERWISE EXCEED $1.
Information, including but not limited to remarks, suggestions, ideas, graphics, or other submissions, communicated to the Company through this Site does not create an attorney-client relationship or confidential relationship between you and the Company or any attorney of the Company. Unsolicited information sent to the Company by persons who are not clients of the Company is not subject to any duty of confidentiality on the part of the Company. Any electronic communication between you and the Company through this Site will not be privileged or confidential; may be disclosed to other persons; and any electronic communication may not be secure. Therefore, you should not send any e-mail to the Company that contains confidential or sensitive information. The Company is entitled to use any information submitted for any purpose, without restriction or compensation to the person sending the submission. By submitting material to the Company through this Site, you acknowledge, represent and warrant that any submission communicated to the Company is original and does not infringe on the rights of any other individual or entity and accept responsibility for its accuracy, appropriateness, and legality.
This Site and all the information it contains, or may in the future contain, including, but not limited to, articles, memoranda, bulletins, reports, press releases, opinions, text, directories, guides, photographs, illustrations, trademarks, trade names, service marks and logos (collectively, the "Content"), is the property of the Company and its partners and is protected from unauthorized copying and dissemination by U.S. Copyright law, trademark law, international conventions, and other intellectual property laws. Nothing contained on this Site should be construed as granting, by implication, estoppel or otherwise, any license or right to use this Site or any Content displayed on this Site, through the use of framing or otherwise, without the prior written permission of the Company or such third party that may own the trademark or copyright of material displayed on this Site. Subject to your full compliance with these terms, the Company authorizes you to view the Content, make a single copy of it, and print that copy, but only for your own lawful, personal, noncommercial use, provided that you maintain all copyright, trademark and other intellectual property notices contained in such Content, and provided that the Content, or any part thereof, is not modified.
These Terms are governed and interpreted pursuant to the laws of the Commonwealth of Massachusetts, United States of America, notwithstanding any principles of conflicts of law. Any claim arising out of these Terms and Conditions or from the use of this Site shall be brought in a court in the Commonwealth of Massachusetts. If any part of these terms is unlawful, void, or unenforceable, that part will be deemed severable and will not affect the validity and enforceability of the remaining provisions. The Company may, at its sole discretion and without notice, revise these Terms at any time by updating this Site and such revisions will be effective upon posting to this page. Your use of the Site following the posting of any revisions to these Terms will mean that you accept those changes.
In addition to providing investment advisory services to clients directly, the Company has entered into sub-advisor agreements with other investment advisers whose services complement and diversify those provided by the Company, or for those clients seeking a different asset management style. All or portions of a client’s account(s) may be placed with different sub-advisers depending on such client’s investment objectives and needs.
The Company has entered into an Investment Management Agreement with Lazard Asset Management, LLC (“LAM”), pursuant to which the Company may engage LAM to provide investment advice for certain of the Company’s clients by providing certain model portfolio holdings of certain of LAM’s Lazard Capital Allocator Services Investment Strategies. Clients will also have access to LAM’s investment personnel. For such services, LAM receives a portion of the fees payable to the Company. Additional information about LAM is available on the SEC’s website at www.adviserinfo.sec.gov. You can search this site by a unique identifying number, known as a CRD number. The CRD number for LAM is 122836.
The Company has also entered into a Sub-Advisory Agreement with Winslow, Evans & Crocker, Inc. (“WEC”), pursuant to which, with the consent of the applicable client, WEC acts as sub-adviser with respect to the assets of such clients of the Company. As sub-adviser, WEC will develop and implement an appropriate investment program for each account, provide, on an on-going basis, such investment advice and recommendations as, in WEC’s judgment are most appropriate and beneficial to the respective account and effect those transactions, subject always, however, to (1) all investment objectives, guidelines, restrictions, liquidity requirements and operational procedures for such account as stated in the respective client’s Investment Advisory Agreement with the Company; (2) changes in such policies or amendment to such contract, (3) directions which the Company on behalf of the account may issue to WEC from time to time, and (4) all applicable federal and state laws. For such services, WEC receives a portion of the fees payable to the Company. Additional information about WEC is available on the SEC’s website at www.adviserinfo.sec.gov. You can search this site by a unique identifying number, known as a CRD number. The CRD number for WEC is 29686.
The Company has also entered into a Sub-Advisory Agreement with Peak Financial Management (PEAK), pursuant to which the Company may engage PEAK to provide investment advice for some of the Company’s clients by providing portfolio management services to clients using model asset allocation portfolios. Each model portfolio is designed to meet a particular investment goal. Additional information about PEAK is available on the SEC’s website at www.adviserinfo.sec.gov. You can search this site by a unique identifying number, known as a CRD number. The CRD number for PEAK is 110559.