WARRANTIES & DISCLAIMERS

There are no warranties implied.

Avalon is a registered investment advisor located in Boca Raton, Florida. Avalon may only transact business in those states in which it is registered, or qualifies for an exemption or exclusion from registration requirements.

Avalon's website 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 Avalon’s website on the Internet should not be construed by any consumer and/or prospective client as Avalon’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 Avalon 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 Avalon, please contact the state securities regulators for those states in which Rowe Wealth Management, LLC maintains a registration filing.

A copy of Avalon's current written disclosure statement discussing business operations, services, and fees is available at the SEC’s investment advisor public information website – www.adviserinfo.sec.gov or from Avalon upon written request.

Avalon 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 Avalon website 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.

This website and information are provided for guidance and information purposes only. Investments involve risk and unless otherwise stated, are not guaranteed. Be sure to first consult with a qualified financial advisor and/or tax professional before implementing any strategy. This website and information are not intended to provide investment, tax, or legal advice.

Any graph presented cannot in and of itself be used as the sole determinant in making an investment decision. Graphs are historical depictions and have inherent limitations in making investment decisions and cannot predict the future results of any investment.

 

PRIVACY POLICY

Investment advisers are required by law to inform their clients of their policies regarding privacy of client information. We are bound by professional standards of confidentiality that are even more stringent than those required by law. Federal law gives the customer the right to limit some but not all sharing of personal information. It also requires us to tell you how we collect, share, and protect your personal information. If you have any questions regarding your privacy protection please feel free to email us at info@avaloninvest.com.

 

TYPES OF NONPUBLIC PERSONAL INFORMATION (NPI) WE COLLECT

We collect nonpublic personal information about you that is either provided to us by you or obtained by us with your authorization. This can include but is not limited to your Social Security Number, Date of Birth, Banking Information, Financial Account Numbers and/or Balances, Sources of Income, and Credit Card Numbers or Information. When you are no longer our customer, we may continue to share your information only as described in this notice.

 

PARTIES TO WHOM WE DISCLOSE INFORMATION

All Investment Advisers may need to share personal information to run their everyday business. In the section below, we list the reasons that we may share your personal information:

• For everyday business purposes – such as to process your transactions, maintain your account(s), respond to court orders and legal investigations, or report to credit bureaus;
• For our marketing – to offer our products and services to you;
• For joint marketing with other financial companies;
• For our affiliates’ everyday business purposes – information about your transactions and experiences; or
• For non-affiliates to market to you.

Clients may opt out of sharing information for joint marketing to other financial companies, to our affiliates and to non-affiliates. If you are a new customer we may begin sharing your information on the day you sign our agreement. When you are no longer our customer, we may continue to share your information as described in this notice. However, you can contact us at any time to limit our sharing.

 

PROTECTING THE CONFIDENTIALITY OF CURRENT AND FORMER CLIENT’S INFORMATION

To protect your personal information from unauthorized access and use, we use security measures that comply with federal law, including computer safeguards and secured files and building.

 

FEDERAL LAW GIVES YOU THE RIGHT TO LIMIT SHARING – OPTING OUT

Federal law allows you the right to limit the sharing of your NPI by “opting-out” of the following: sharing for non-affiliates’ everyday business purposes – information about your creditworthiness; sharing with non-affiliates who use your information to market to you; or sharing with non-affiliates to market to you. State laws and individual companies may give you additional rights to limit sharing. Please notify us immediately if you choose to opt out of these types of sharing.

 

DEFINITIONS: Affiliates – companies related by common ownership or control. They can be financial and non-financial companies; Non-affiliates – companies not related by common ownership or control. They can be financial and non-financial companies; Joint marketing – a formal agreement between non-affiliated financial companies that together market financial products or services to you

 

ADV

View a copy of our ADV.

 

FEES

To see the fees associated with each of the models, please go to contact us.

 

BACK-TESTED PERFORMANCE

Some performance information presented is the result of back-tested performance.  Back-tested performance is hypothetical (it does not reflect trading in actual accounts) and is provided for informational purposes to illustrate the effects of the Avalon strategy during a specific period.  The relative strength strategy is NOT a guarantee.  There may be times where all investments and strategies are unfavorable and depreciate in value.  Relative Strength is a measure of price momentum based on historical price activity.  Relative Strength is not predictive and there is no assurance that forecasts based on relative strength can be relied upon.

Back-tested performance results have certain limitations.  Such results do not represent the impact of material economic and market factors might have on an investment advisor’s decision making process if the advisor were actually managing client money.  Back-testing performance also differs from actual performance because it is achieved through retroactive application of a model investment methodology designed with the benefit of hindsight.  Avalon believes the data used in the testing to be from credible, reliable sources, however; Avalon makes no representation or warranties of any kind as to the accuracy of such data.  All available data representing the full platform of investment options is used for testing purposes.

The material has been prepared or is distributed solely for information purposes and is not a solicitation or an offer to buy any security or instrument or to participate in any trading strategy.

 

TRUE MARKET INSIDERS

Avalon, a registered investment advisor, is a completely separate company from True Market Insiders. Both companies are owned by Chris Rowe. Neither company owns the other.

 

AVALON IS A LEGAL DBA (DOING BUSINESS AS) OF ROWE WEALTH MANAGEMENT, LLC

Advisory services from Avalon are provided through Rowe Wealth Management.