This site is owned and operated by Green Valley Wealth Advisors, LLC (Green Valley or Green Valley Wealth). Please read the following Legal Notices that are the terms and conditions of use for this site (Site). By using this Site and the information and services available through this Site, you agree to follow and be bound by these conditions of use. If you do not agree to these conditions, do not use this Site.
This site does not constitute an offering and is meant only to provide a broad overview for discussion purposes. All information provided here is subject to change. If and when an investment opportunity is structured, all investors must obtain and carefully read the related Offering Memorandum, which will contain the information needed to evaluate the potential investment and provide important disclosures regarding risks, fees and expenses. No offer of any interest in any product will be made in any jurisdiction in which the offer, solicitation or sale is not authorized, or to any person to whom it is unlawful to make such offer, solicitation or sale.
This Website is for informational purposes only and does not constitute an offer to sell or the solicitation of an offer to purchase any security or investment product or services. The content of this Website is provided solely for your personal use and shall not be deemed to provide access to any particular transaction or investment opportunity. Green Valley Wealth Advisors does not intend the information on this Website to be investment advice, and the information presented on this website should not be relied upon to make an investment decision.
The information provided on this Website is not intended for distribution to, or use by, any person or entity in any jurisdiction or country where such distribution or use would be contrary to law or regulation or which would subject Green Valley, its affiliates, employees, directors, officers or agents to any registration requirement within such jurisdiction or country.
Past performance is no guarantee of future results.
The investment products described herein are not bank deposits; are not insured by the FDIC or any other governmental entity; are neither obligations of, nor guaranteed by Green Valley Wealth Advisors, LLC; and are subject to investment risks, including possible loss of the principal amount invested.
Site for Information Only
The data, information, and content on this Site are for information, education and noncommercial purposes only. Although Green Valley Wealth may provide data, information, and content relating to investment approaches and mutual funds, you should not construe any such information or other content available through this Site as legal or tax advice. You alone will bear the sole responsibility of evaluating the merits and risks associated with the use of any data, information, or content on this Site before making any decisions based on such data, information, or content. In exchange for using such data, information, or content, you agree not to hold Green Valley Wealth or its third party content providers liable for any possible claim for damages arising from any decision you make based on information made available to you through this Site. By providing access to other web sites, neither Green Valley nor any of its affiliates is recommending or endorsing services provided by any website's sponsoring organization. Materials relating to any mutual funds should be read in conjunction with a fund prospectus that describes charges, expenses, and risks. Read it carefully before any investment. Past performance is no guarantee of future performance.
More About Green Valley Wealth Advisors
Green Valley Wealth Advisors, LLC is a privately-owned limited liability company located in San Francisco, California. Green Valley Wealth Advisors is a registered investment advisor with the State of California's Department of Corporations. Registered investment advisory services are provided through Green Valley Wealth Advisors. All references herein to "Green Valley" shall mean Green Valley Wealth Advisors, LLC. Any disclosures relating to registered investment advisory services shall be deemed to refer only to Green Valley Wealth Advisors. In addition, unless otherwise expressly stated herein, all references to persons serving as officers, directors or advisory board members refer solely to such persons serving in such capacities for Green Valley Wealth Advisors, LLC.
For a copy of Form ADV Part II and any related Schedules which provides important information on our services, costs and conflicts of interest, please contact us.
These materials have been independently produced by Green Valley Wealth Advisors. Green Valley is independent of, and has no affiliation with Fidelity Investments, Fidelity Institutional Wealth Services (a division of Fidelity Brokerage Services LLC), or National Financial (a Fidelity Investments Company). National Financial and Fidelity Institutional Wealth Services have not created, supplied, licensed, endorsed, or otherwise sanctioned these materials nor has Fidelity Investments conducted any independent verification of the facts and representations underlying these materials.
Risks of Investing
Investing entails risks, including possible loss of principal. There are special risk considerations associated with value strategy investing, international investing (including emerging markets) and small company investing. No assurances or guarantees are given regarding the performance of any investment. Returns, share price, and yield will fluctuate and redemption value may be more or less than original cost. Investments in mutual funds are not insured or guaranteed by the US government or any other party.
Comparative indexes are unmanaged and do not reflect the payment of advisory fees and other expenses associated with an investment in a fund. Investors cannot invest directly in an index.
Green Valley Wealth has not reviewed or authorized any sites linking to this Site. We do not take responsibility for any websites linking to this Site or any links from this Site. Following links from and to this Site is at your own risk. We will, from time to time, provide links to a variety of other websites maintained by third parties. When you access these sites, you are leaving Green Valley's website. These links are offered only for use at your own discretion. We do not provide, and are not responsible for, the product, service, or overall website content available on third party sites. Our privacy policies do not apply to linked websites. You should consult the privacy disclosures on each third-party site for further information.
Disclaimers and Limitations of Liability
You expressly understand and agree that your use of this Site is provided on an "as is" and "as available" basis. To the full extent permitted under applicable law, Green Valley Wealth expressly disclaims all warranties of any kind, whether expressed or implied, including, but not limited to, the implied warranties of merchantability, fitness for a particular purpose, and non-infringement. Green Valley Wealth makes no warranty that: this Site will meet your requirements; this Site will be uninterrupted, timely, secure, or free of viruses, errors, worms, date bombs, time bombs, or other harmful components; the results that may be obtained from the use of this Site will be accurate or reliable; the quality of any products, services, information, or other material purchased or obtained by you through this Site will meet your expectations; any errors on this Site will be corrected; and the data and materials presented or displayed on this Site are correct, accurate, or reliable.
Any content or data downloaded or otherwise obtained through the use of this site is done at your own discretion and risk. You will be solely responsible for any damage to your computer system or loss of data that results from the download of any such content.
Our Business Continuity Plan
Green Valley Wealth Advisors, LLC has developed a Business Continuity Plan on how we will respond to events that significantly disrupt our business. Since the timing and impact of disasters and disruptions is unpredictable, we must be flexible in responding to actual events as they occur. With that in mind, we are providing you with this information on our business continuity plan.
We plan to quickly recover and resume business operations after a business disruption of any sort. Our first priority will be the safety of our employees and the privacy of your personal information. In addition, we will take immediate steps to safeguard our property, make a financial and operational assessment, protect the firm's books and records, and take necessary steps to allow our customers to transact business as normal. In short, our business continuity plan is designed to permit our firm to resume operations as quickly as possible, dependent upon the scope and severity of the business disruption.
Our business continuity plan addresses: data back-up and recovery; all mission critical systems; financial and operational assessments; alternative communications with customers, employees, and regulators; alternate physical location of employees; critical supplier, contractor, bank and counter-party impact; regulatory reporting; and assuring our customers prompt access to their funds and securities if we are unable to continue our business.
While every emergency situation poses unique problems based on external factors, such as time of day and the severity of the disruption, we have been advised by our clearing firms that their objective is to restore their own operations and be able to process necessary transactions within one day. Your orders and requests for funds could be delayed during this period.
Business disruptions can vary in their scope and severity and may have only a minor impact or delay (such as a power outage of short duration). Others may be far more severe and may impact multiple Green Valley office locations or a large city or regional area. We have plans in place to continue operating at nearly full capacity within 24 hours of a severe business disruption to our headquarters or within our city. If necessary, our clearing firms will be able to take your calls and process your requests with only minimal disruption to our current service levels.
If you have further questions about our business continuity planning, please contact us at (415) 689-5721.
If after a business disruption you cannot contact us as you usually do at (415) 689-5721 you should fax us at (800) 838-7043 or email us at firstname.lastname@example.org. If you cannot access us through these means, you should contact your Financial Advisor at their local office number or your custodian (for example, Fidelity Investments, National Financial, Schwab, JP Morgan, etc.) for instructions on how you may receive prompt access to information on your accounts, enter orders and process other trade-related, cash, and security transfer transactions.
Disclaimer of Warranty and Limitation of Liability
THE CONTENT OF THIS WEBSITE IS PROVIDED "AS IS" WITHOUT WARRANTY OF ANY KIND (EXPRESS OR IMPLIED). GREEN VALLEY DOES NOT ASSUME ANY OBLIGATION TO UPDATE THE INFORMATION AND DATA ON THIS WEBSITE AND DOES NOT GUARANTEE THAT IT IS ACCURATE, CURRENT, VALID, COMPLETE OR SUITABLE FOR ANY PARTICULAR PURPOSE.
GREEN VALLEY MAKES NO REPRESENTATIONS CONCERNING THIS WEBSITE, OR TO ANY WEBSITES TO WHICH THIS WEBSITE MAYBE LINKED AND DISCLAIMS ALL EXPRESS, IMPLIED AND STATUTORY WARRANTIES OF ANY KIND, INCLUDING WARRANTIES OF MERCHANTABILITY, NONINFRINGEMENT OR FITNESS FOR A PARTICULAR PURPOSE, TO THE FULLEST EXTENT ALLOWED BY APPLICABLE LAW. IN NO EVENT SHALL GREEN VALLEY OR ANY OF ITS AFFILIATES, MANAGER MEMBERS, MEMBERS, PARTNERS, DIRECTORS, OFFICERS, EMPLOYEES, OR OTHER REPRESENTATIVES BE LIABLE OR HAVE ANY RESPONSIBILITY OF ANY KIND FOR ANY DIRECT, INDIRECT, SPECIAL, CONSEQUENTIAL, MULTIPLE, PUNITIVE OR OTHER DAMAGES ARISING FROM INFORMATION ON THIS WEBSITE OR THE USE OF THIS WEBSITE.