Disclosures
General Information
Bowline Financial, LLC (“Bowline Financial”) is a registered investment adviser offering advisory services in the State(s) where the firm is properly registered or exempt from registration requirements.
The information contained on this website is provided for informational purposes only and should not be construed as personalized investment, tax, legal, or accounting advice. Nothing contained herein constitutes a solicitation, recommendation, endorsement, or offer to buy or sell any securities or investment advisory services.
No Client Relationship
Use of this website or communication through this site does not establish an advisory relationship between you and Bowline Financial. A client relationship is only formed after all required documentation is completed and accepted by both parties.
Investment Risks
All investments involve risk, including the potential loss of principal. Past performance is not indicative of future results. There can be no assurance that any investment strategy will achieve its objectives or avoid losses.
Different types of investments involve varying degrees of risk, and there can be no guarantee that any specific investment or strategy will be suitable or profitable for a client’s portfolio.
Third-Party Links
This website may contain links to third-party websites. These links are provided solely as a convenience. Bowline Financial does not endorse or control the content of third-party websites and is not responsible for the accuracy, security, or privacy practices of those sites.
Content & Educational Material
Any articles, videos, social media posts, calculators, newsletters, or other educational materials provided by Bowline Financial are intended for general informational and educational purposes only. Information presented may not reflect current market conditions or regulatory developments.
Users should consult with qualified professionals before making any financial decisions.
Registration Status
Bowline Financial is a Registered Investment Adviser. Registration does not imply a certain level of skill or training.
Additional information about Bowline Financial, including its Form ADV Part 2A disclosure brochure, is available upon request or through the SEC’s Investment Adviser Public Disclosure website at:
SEC Investment Adviser Public Disclosure
Testimonials & Endorsements
Any testimonials or endorsements appearing on this website or social media channels may not be representative of the experience of all clients and are not a guarantee of future performance or success. Clients are not compensated for testimonials unless explicitly disclosed.
Limitation of Liability
Bowline Financial makes reasonable efforts to ensure the accuracy of information presented on this website but does not guarantee completeness, accuracy, or timeliness. The firm shall not be liable for any direct or indirect damages arising from the use of this website or reliance on any information contained herein.
Contact Information
Bowline Financial
20916 Mack Ave, Suite 200
Grosse Pointe Woods, MI 48236
(248) 327-6390
info@bowlinefinancial.com
