Important Disclosures
Octavia Wealth Advisors, LLC(“Octavia”) is a Registered Investment Advisor (“RIA”). Octavia provides investment advisory and related services for clients nationally. Octavia will maintain all applicable registration and licenses as required by the various states in which Octavia conducts business, as applicable. Octavia renders individualized responses to persons in a particular state only after complying with all regulatory requirements, or pursuant to an applicable state exemption or exclusion.
Risk Disclosure
Different types of investments involve varying degrees of risk. Therefore, it should not be assumed that future performance of any specific investment or investment strategy will be profitable.
Asset allocation may be used in an effort to manage risk and enhance returns. It does not, however, guarantee a profit or protect against loss. Performance of the asset allocation strategies depends on the underlying investments.
This website is intended to provide general information about Octavia and its services. It is not intended to offer or deliver investment advice in any way. Information regarding investment services are provided solely to gain an understanding of our investment philosophy, our strategies and to be able to contact us for further information.
Market data, articles and other content on this website are based on generally available information and are believed to be reliable. Octavia does not guarantee the accuracy of the information contained in this website. The information is of a general nature and should not be construed as investment advice.
Please remember that it remains your responsibility to advise Octavia, in writing, if there are any changes in your personal/financial situation or investment objectives for the purpose of reviewing/evaluating/revising our previous recommendations and/or services, if you would like to impose, add, or to modify any reasonable restrictions to our investment advisory services.
Octavia will provide all prospective clients with a copy of our current Form ADV, Part 2A (“Disclosure Brochure”) and the Brochure Supplement for each advisory person supporting a particular client. You may obtain a copy of these disclosures on the SEC website at http://adviserinfo.sec.gov or you may Contact Us to request a free copy via .pdf or hardcopy.
Email Usage Disclosures
Octavia often communicates with its clients and prospective clients through electronic mail (“email”) and other electronic means. Your privacy and security are very important to us. Octavia makes every effort to ensure that email communications do not contain sensitive information. We remind our clients and others not to send Octavia private information over email. If you have sensitive data to deliver, we can provide secure means for such delivery.
Please note: Octavia does not accept trading or money movement instructions via email.
As a registered investment advisor, Octavia emails may be subject to inspection by the Chief Compliance Officer (“CCO”) of Octavia or the securities regulators.
If you have received an email from Octavia in error, we ask that you contact the sender and destroy the email and its contents.
If you have any questions regarding our email policies, please click here.
Social Websites
Octavia may utilize third-party websites, including social media websites, blogs and other interactive content. Octavia considers all interactions with clients, prospective clients and the general public on these sites to be advertisements under the securities regulations. As such, Octavia generally retains copies of information that Octavia or third-parties may contribute to such sites. This information is subject to review and inspection by the CCO of Octavia or the securities regulators.
Information provided on these sites is for informational and/or educational purposes only and is not, in any way, to be considered investment advice nor a recommendation of any investment product. Advice may only be provided by Octavia’s advisory persons after entering into an advisory agreement and provided Octavia with all requested background and account information.
If you have any questions regarding our policies, please Contact Us.