Waverly Advisors, LLC is an SEC registered investment adviser located in Birmingham, Alabama. A copy of Waverly Advisor’s current written disclosure Brochure discussing our advisory services and fees continues to remain available upon request.
Waverly Advisors may only transact business in those states in which it is registered, or qualifies for an exemption or exclusion from registration requirements. Waverly Advisor’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 Waverly Advisor’s web site on the Internet should not be construed by any consumer and/or prospective client as Waverly Advisor’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 Waverly Advisors 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. A copy of Waverly Advisor’s current written disclosure statement discussing Waverly Advisor’s business operations, services, and fees is available from Waverly Advisors upon written request. Waverly Advisors 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 Waverly Advisor’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.
Please remember that different types of investments involve varying degrees of risk, and there can be no assurance that the future performance of any specific investment or investment strategy (including those undertaken or recommended by Waverly Advisors), will be profitable or equal any historical performance level(s).
Certain portions of Waverly Advisor’s web site (i.e. newsletters, articles, commentaries, etc.) may contain a discussion of, and/or provide access to, Waverly Advisor’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 Waverly Advisors, or from any other investment professional. Waverly Advisors is neither an attorney nor an accountant, and no portion of the web site content should be interpreted as legal, accounting or tax advice.
Please Note Limitations: Neither rankings and/or recognition by unaffiliated rating services, publications, media, or other organizations, nor the achievement of any professional designation, certification, degree, or license, membership in an professional organization, or ant amount of prior experience or success, should be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results if Waverly Advisors is engaged, or continues to be engaged, to provide investment advisory services. Rankings published by magazines, and others, generally base their selections exclusively on information prepared and/or submitted by the recognized adviser. Rankings are generally limited to participating advisers (see participation criteria/methodology). Unless expressly indicated to the contrary, Company did not pay a fee to be included on any such ranking. No ranking or recognition should be construed as a current or past endorsement of Waverly Advisors by any of its clients.
Any Questions? Waverly Advisor’s Chief Compliance Officer remains available to address any questions regarding rankings and/or recognitions, including providing the criteria used for any reflected ranking.