logo8
 
 

Form ADV and Disclosures

Balopole Investment Management Corporation is a registered investment advisor regulated by the State of California. California requires the annual submission of SEC Form ADV Part II which provide important information on our firm and business operations. To view and print a PDF version of our ADV II form:

SEC BIMC ADV II

 

To view and print a PDF version of our Privacy Policy :

BIMC Privacy Policy

 

These materials have been independently produced by Balopole Investment Management Corporation. Balopole Investment Management Corporation is independent of, and has no affiliation with, Charles Schwab & Co., Inc. (“Schwab”). Schwab has not created, supplied, licensed, endorsed, or otherwise sanctioned these materials nor has Charles Schwab & Co., Inc. conducted any independent verification of the facts and representations underlying these materials.