Form CRS

Form CRS (Client Relationship Summary) summarizes the nature of the retail client’s relationship with Badgley Phelps Wealth Managers. This form can be found here.

Important disclosures and terms of use

This website is owned and operated by Badgley Phelps Wealth Managers, LLC (“Badgley Phelps”).  It is intended for citizens and residents of the United States only.  Overseas investors may contact Badgley Phelps directly, in accordance with the United States Securities and Exchange Commission (“SEC”) regulations, for information about the products and services available to them.  The information in this website has not been approved or verified by the SEC or by any state securities authority.

Badgley Phelps is registered with the SEC as an investment adviser under the Investment Advisers Act of 1940, as amended.  Registration as an investment adviser does not imply a certain level of skill or training.  Information regarding the registration status of Badgley Phelps with any regulatory entity should be requested directly from that federal or state securities regulator. 

A copy of Badgley Phelps’ current written disclosure statement, Form ADV Part 2, which discusses Badgley Phelps’ investment advisory services, business operations, fees and investment professionals is available upon written request.

All information contained herein is for informational purposes only and should not be construed as investment advice.  The information on this website does not constitute any solicitation or recommendation to buy or sell any securities or investment products.  The appropriateness of an investment or investment strategy will depend on the investor’s personal circumstances and objectives and may not be suitable for all investors.  Investing in securities involves risk of loss and past performance is not indicative of future results.

Certain portions of the Badgley Phelps website, including but not limited to our blog, newsletters, articles, and other commentary, may contain a discussion of our opinions or those of other unaffiliated third parties as of a specific prior date.  Due to changing economic, financial and market conditions, readers need to take into account that any such discussion may become outdated and no longer reflect current thoughts and opinions of Badgley Phelps.  Opinions expressed or linked to on this site may change without notice.

Badgley Phelps does not make any representations or guarantees as to the suitability, accuracy, relevance, or completeness of any information prepared by an unaffiliated third party whether linked to the Badgley Phelps website or incorporated herein.  Use of any linked but off-site web pages is provided for informational purposes only and if used, must be done at the user’s own risk.  The inclusion of third-party links does not imply any endorsement by Badgley Phelps of the material linked to or located on such websites.

Badgley Phelps is not a legal or accounting firm.  Accordingly, information contained on the Badgley Phelps website should not be construed to be legal, accounting or tax advice.

Any rankings and recognition by unaffiliated publications or rating services do not guarantee a certain level of service or investment results. Often, these publications or services compute their rankings based on information provided by the investment advisor, including key performance indicators such as assets under management, annual growth rates, and average client size. These rankings should not be construed as a current or past endorsement of Badgley Phelps by any of its clients. Badgley Phelps pays no compensation or fee for inclusion or recognition in these rankings.

All commenting functions have been disabled on the Badgley Phelps blog to ensure compliance with SEC regulations.  Comments on Badgley Phelps publications are not permitted to be publicly posted.  Any questions or comments regarding the content on our website and blog should be sent to info@badgley.com.

The information contained in this website is proprietary and may not be reproduced, transferred or distributed in any form other than for personal use.  Each user of this website agrees to indemnify, defend and hold harmless Badgley Phelps Wealth Managers, LLC, its affiliates, and each of its and their officers, directors, employees, and agents, from and against all claims, demands, liabilities, damages, losses or expenses, including attorney’s fees and costs, arising out of or related to the website user’s improper access to or use of this website.