Investment advisory services are offered through Bush River Trust, LLC, a Maryland Registered Investment Advisor. No information contained on the website is an offer to sell or solicit any investment or provide any specific investment advice.  Such advice can only be given on an individual, specific basis in conjunction with particular circumstances and details such as age, financial condition, and risk tolerance.  Any information on the website regarding the likelihood of various investment outcomes are hypothetical in nature, do not reflect specific investment results, and are not guarantees of future results. Bush River Trust, LLC does not provide tax or legal advice. Representatives of Bush River Trust, LLC may only transact business in those states in which they are registered, or qualify for an exemption or exclusion from registration requirements. This website is limited to the dissemination of general information pertaining to advisory services, together with access to additional investment-related information, publications, and links.

Written Acknowledgement of Fiduciary Status

When we provide investment advice to you regarding your retirement plan account or individual retirement account, we are fiduciaries within the meaning of Title I of the Employee Retirement Income Security Act and/or the Internal Revenue Code, as applicable, which are laws governing retirement accounts. The way we make money creates some conflicts with your interests, so we operate under a special rule that requires us to act in your best interest and not put our interest ahead of yours. Under this special rule’s provisions, we must:

  • Meet a professional standard of care when making investment recommendations (give prudent advice);

  • Never put our financial interests ahead of yours when making recommendations (give loyal advice);

  • Avoid misleading statements about conflicts of interest, fees, and investments;

  • Follow policies and procedures designed to ensure that we give advice that is in your best interest;

  • Charge no more than is reasonable for our services; and

  • Give you basic information about conflicts of interest.

Other disclosures can be found here: Privacy Policy, Form ADV Part 2A, Form ADV Part 2B.