ADCM, LLC d/b/a Willow – is a registered investment advisor with the U.S. Securities and Exchange Commission (SEC). As a registered investment advisor, Willow and its employees are subject to various rules, filings and requirements. In addition, Willow may only transact business in states in which it is registered or in states which we qualify for an exemption or exclusion from the registration requirements.
Willow’s web site provides general information regarding our business along with access to additional investment related information, various financial calculators, and links. Material presented on this website is believed to be from reliable sources and is meant for informational purposes only. This web site is in no way a solicitation or offer to sell investment advisory services.
To the extent that you utilize any financial calculators or links in our website, you acknowledge and understand that the information provided to you should not be construed as personal investment advice from Willow or any of its investment professionals. Willow is not authorized or qualified to; give you legal advice or prepare legal documents; prepare or amend the filing of personal income, gift, or estate tax returns; or to act as a trustee. Consult your own attorney, accountant and other personal advisers for these services.
You may find our firms Form ADV Part 2A on this website under the . For additional information regarding our services, or to receive a hard copy of our firm’s disclosure documents, please contact us via mail at 101 Hawthorne Avenue, Pittsfield, MA 01201, via phone at 413-236-2980 or via email at firstname.lastname@example.org. You may also visit the SEC’s website to obtain further information on our firms or investment advisors registration.
For more information please visit our contact page and get in touch.