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Schwab is a registered broker-dealer, and is not affiliated with Buckley Investment Group or any advisor(s) whose name(s) appear(s) on this website. Buckley Investment Group is/are independently owned and operated. [Schwab neither endorses nor recommends Buckley Investment Group, unless you have been referred to us through the Schwab Advisor Network®. Regardless of any referral or recommendation, Schwab does not endorse or recommend the investment strategy of any advisor. Schwab has agreements with Buckley Investment Group under which Schwab provides Buckley Investment Group with services related to your account. Schwab does not review the Buckley Investment Group website(s), and makes no representation regarding information contained in the Buckley Investment Group website, which should not be considered to be either a recommendation by Schwab or a solicitation of any offer to purchase or sell any securities.
Buckley Investment Group is a Registered Investment Advisory Firm (RIA) offering our clients investment strategies through separately managed accounts (SMA) and mutual funds.
We custody with Schwab Institutional, a division of Charles Schwab and a leading provider of custodial, operational, and trading support for independent advisors.
As a boutique firm, Buckley Investment Group provides personalized attention and exceptional service. As a SMA investment advisor, we access the same money managers used by large institutional investors.
As a result, our clients get the best of both worlds: Boutique service and robust investment options.
Important Disclosure Information
Buckley Investment Group, LLC ("Buckley") is an SEC registered investment adviser located in Walla Walla, Washington. Buckley and its representatives are in compliance with the current filing requirements imposed upon SEC registered investment advisers by those states in which Buckley maintains clients. Buckley may only transact business in those states in which it is registered, or qualifies for an exemption or exclusion from registration requirements. Buckley's web site is limited to the dissemination of general information pertaining to its advisory services, together with access to additional investment-related information, publications, and links. Accordingly, the publication of Buckley's web site on the Internet should not be construed by any consumer and/or prospective client as Buckley's solicitation to effect, or attempt to effect transactions in securities, or the rendering of personalized investment advice for compensation, over the Internet. Any subsequent, direct communication by Buckley with a prospective client shall be conducted by a representative that is either registered or qualifies for an exemption or exclusion from registration in the state where the prospective client resides. For information pertaining to the registration status of Buckley, please contact the SEC or the state securities regulators for those states in which Buckley maintains a notice filing. A copy of Buckley's current written disclosure statement discussing Buckley's business operations, services, and fees is available from Buckley upon written request. Buckley does not make any representations or warranties as to the accuracy, timeliness, suitability, completeness, or relevance of any information prepared by any unaffiliated third party, whether linked to Buckley web site or incorporated herein, and takes no responsibility therefor. All such information is provided solely for convenience purposes only and all users thereof should be guided accordingly.
Please remember that different types of investments involve varying degrees of risk, and there can be no assurance that the future performance of any specific investment or investment strategy (including those undertaken or recommended by Buckley), will be profitable or equal any historical performance level(s).
Certain portions of Buckley's web site (i.e. newsletters, articles, commentaries, etc.) may contain a discussion of, and/or provide access to, Buckley (and those of other investment and non-investment professionals) positions and/or recommendations as of a specific prior date. Due to various factors, including changing market conditions, such discussion may no longer be reflective of current position(s) and/or recommendation(s). Moreover, no client or prospective client should assume that any such discussion serves as the receipt of, or a substitute for, personalized advice from Buckley, or from any other investment professional. Buckley is neither an attorney nor an accountant, and no portion of the web site content should be interpreted as legal, accounting or tax advice.
Rankings and/or recognition by unaffiliated rating services and/or publications should not be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results if Buckley is engaged, or continues to be engaged, to provide investment advisory services, nor should it be construed as a current or past endorsement of Buckley by any of its clients. Rankings published by magazines, and others,generally base their selections exclusively on information prepared and/or submitted by the recognized adviser.
To the extent that any client or prospective client utilizes any economic calculator or similar interactive device contained within or linked to Buckley's web site, the client and/or prospective client acknowledges and understands that the information resulting from the use of any such calculator/device, is not, and should not be construed, in any manner whatsoever, as the receipt of, or a substitute for, personalized individual advice from Buckley, or from any other investment professional.
Each client and prospective client agrees, as a condition precedent to his/her/its access to Buckley's web site, to release and hold harmless Buckley, its officers, directors, owners, employees and agents from any and all adverse consequences resulting from any of his/her/its actions and/or omissions which are independent of his/her/its receipt of personalized individual advice from Buckley.