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Explanation
Investment advisory services are offered by Lloyd Tevis Investments, LLC. ("Lloyd Tevis"), a registered investment advisor, located in California, but federally registered throughout the United States. Registration does not imply a certain level of skill or training. Lloyd Tevis Investments, LLC. will not provide investment advice to any individual or company unless it is first registered in that client's state of residence or unless it satisfies an applicable exemption or exclusion from such state's registration or notice filing requirements. For additional information, please contact Lloyd Tevis Investments, LLC. at info@lloydtevis.com.
The business relationship between Lloyd Tevis Investments, LLC and its clients is summarized here. Additional questions which clients may have after reading this document are addressed here. Please download our latest Privacy Policy here.
The opinions expressed throughout the website are those of Lloyd Tevis Investments, LLC. and are subject to change without notice. Information provided on the website is from sources Lloyd Tevis Investments, LLC. believes to be reliable, but the accuracy of such information cannot be guaranteed. Investments in securities, including common stocks, bonds, mutual funds, and ETFs, involve the risk of loss that investors should be prepared to bear. Past performance may not be indicative of future results.
Further information about the firm and its investment policies is contained in SEC form ADV, which can be downloaded here. The firm was founded by Nicolo G. Torre, PhD CFA who is also the author of its investment process. His professional biography is available here.