Octavia Investments LLC ("Octavia" or "Adviser") is a Registered Investment Advisory Firm regulated in accordance and compliance with applicable securities laws and regulations. Octavia does not render or offer to render personalized investment advice through this website.
Octavia may only transact business in those states in which it is registered, or qualifies for an exemption or exclusion from registration requirements. Any subsequent direct communication by Octavia 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 Octavia, please contact the state securities law administrators for those states in which Octavia maintains registration. A copy of Octavia's current written disclosure (Form Adv Part II) discussing business operations, services and fees is available from Octavia upon request.
Personalized investment or financial advice provided by Octavia can only be rendered after delivery of the Adviser's disclosure statement (Form ADV Part II) by Octavia and proper execution of an investment advisory agreement between the client and Octavia. A copy of Adviser's current written disclosure statement discussing Adviser's business operations, services, and fees is available from Adviser upon written request.
Octavia'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 Adviser's web site on the Internet should not be construed by any consumer and/or prospective client as Adviser's solicitation to effect, or attempt to effect transactions in securities, or the rendering of personalized investment advice for compensation, over the Internet. Octavia may transact business only in states where it has completed a notice filing or is exempted from notice filing.
Octavia 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 Adviser's web site or incorporated herein, and takes no responsibility therefore. All such information is provided solely for convenience purposes only and all users thereof should be guided accordingly.
Past performance may not be indicative of future results. Therefore, no current or prospective client should assume that future performance of any specific investment or investment strategy (including the investments and/or investment strategies recommended or undertaken by Adviser) made reference to directly or indirectly by Adviser in its web site, or indirectly via a link to an unaffiliated third party web site, will be profitable or equal the corresponding indicated performance level(s). Different types of investments involve varying degrees of risk, and there can be no assurance that any specific investment will either be suitable or profitable for a client or prospective client's investment portfolio. Historical performance results for investment indices and/or categories generally do not reflect the deduction of transaction and/or custodial charges, the deduction of an investment management fee, nor the impact of taxes, the incurrence of which would have the effect of decreasing historical performance results.
Certain portions of Adviser's web site (i.e. blogs, media appearances, research reports, articles, commentaries, etc.) may contain a discussion of, and/or provide access to, Adviser's (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 the Adviser or from any other investment professional.
Adviser is neither a law firm or an accounting firm, and no portion of the web site content should be interpreted as legal, accounting or tax advice. Legal advice of any nature should be sought from competent legal counsel in the relevant jurisdiction.
Each client and prospective client agrees, as a condition precedent to his/her/its access to Adviser's web site, to release and hold harmless Adviser, 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 Adviser.