Investment Adviser Registration
Selective Wealth Management, INC. (“Selective”) is an SEC Registered Investment Adviser.
Selective and its representatives are in compliance with the current registration requirements imposed upon registered investment advisers by the SEC and those states in which Selective maintains clients. Selective may only transact business in those states in which it has notice filed, or qualifies for an exemption or exclusion from notice filing requirements.
To view registration status, follow the link provided:
The Firm offers ongoing portfolio management services based on client specific investment objectives, risk tolerances, and financial information. Many clients, however, invest for access to Selective’s proprietary Fund Family (Funds). The Firm creates an Investment Policy Statement for each client, which outlines specific individual situations (income, tax levels, and risk tolerance levels), and then ensures the investment plan is suitable for the prospective client based on gathered data.
Before investing, consider the investment objectives, risks, charges, and expenses. Contact Selective for their Form ADV 2A and any additional information. Read it carefully.
Past performance may not be indicative of future results. Therefore, no current or prospective client should assume that future performance of any specific investment strategy or product made reference to directly or indirectly by Selective Wealth Management in its website will be profitable or equal the corresponding indicated performance level(s).
No Offering of Advice, Products or Services
Selective Wealth Management does not render or offer to render personalized financial or investment advice through this website. This website is limited to the dissemination of general information on Selective Wealth Management’s service offerings and provides for an efficient method in which a prospective client may contact us. This website is in no way a solicitation or offer to sell securities or investment advisory services except, where applicable, in states or countries where we are registered. The information provided on this website is not intended for distribution to, or use by, any person or entity in any jurisdiction or country where such distribution or use would be contrary to law or regulation or which would subject Selective Wealth Management to any registration requirement within such jurisdiction.
Selective Wealth Management is committed to safeguarding the confidential information of its clients. We hold all personal information provided to our firm in the strictest confidence. These records include all personal information that we collect from you in connection with any of the services provided by Selective Wealth Management. We will never disclose information to nonaffiliated third parties, except when necessary by law. If we were to anticipate such a change in our firm policy, we would be prohibited under the law from doing so without advising you first. As you know, we use financial information that you provide to us to help you meet your personal financial goals while guarding against any real or perceived infringements of your rights of privacy. Some of our policies with respect to personal information about you are listed below.
We limit employee and agent access to information only to those who have a business or professional reason for knowing, and only to nonaffiliated parties as permitted by law. (For example, Federal regulations permit us to share a limited amount of information about you with a brokerage firm in order to execute securities transactions on your behalf, or so that our firm can discuss your financial situation with your accountant or lawyer.)
We maintain a secure office and computer environment to ensure that your information is not placed at unreasonable risk.
For unaffiliated third parties that require access to your personal information, including financial service companies, consultants, and auditors, we also require strict confidentiality in our agreements with them and expect them to keep this information private. Federal and state regulators may also review firm records as permitted under law.
We do not provide your personally identifiable information to mailing list vendors or solicitors for any purpose.
Use of Links
Links (also known as “hyperlinks”) to or from other Internet sites may be included at times for the convenience of the user. Selective Wealth Management and its affiliates assume no responsibility for the content of any linked site. The fact that such links may exist does not indicate approval or endorsement of any material contained on any linked site.