DISCLOSURES
About This Website
This website is operated by [Rob Luna Enterprises, LLC] (“we,” “us”). Rob Luna is the owner of Valtrion Holdings and its affiliated entities, including Valtrion Capital Management. Rob Luna is not an investment adviser representative of Valtrion Capital Management and does not provide individualized investment advice. Investment advice is provided only by appropriately registered representatives of Valtrion Capital Management, under a written advisory agreement.
Educational Purposes Only
Content on this website, and on any podcast, television appearance, video, email, text message, or social media platform operated by Rob Luna or his affiliates, is for informational and educational purposes only. It is not investment, tax, legal, or accounting advice. It is not a recommendation that any security, portfolio, transaction, strategy, or investment approach is suitable for any particular person.
Any mention of a specific security, investment, or performance data is for illustration only and is not a recommendation to buy, sell, or hold. Content presented by Rob Luna reflects his personal views and is not investment advice from Valtrion Capital Management. Consult your own financial, tax, legal, and other professional advisors before making any financial decision.
Investment Advisory Services
Investment advisory services are offered through Valtrion Capital Management, an SEC-registered investment adviser. Registration with the SEC does not imply a certain level of skill or training. For information about our services, fees, and conflicts of interest, please review our Form CRS and Form ADV Part 2A. You can also look up Valtrion Capital Management at adviserinfo.sec.gov.
Affiliated Businesses and Conflicts of Interest
Rob Luna has an ownership interest in Valtrion Holdings and its affiliated entities, including Valtrion Capital Management, Valtrion Tax & Consulting, Valtrion Partners, Valtrion Lending, Valtrion Insurance, Valtrion Real Estate Group, Wealth Academy, and related businesses and media properties.
When a client uses services from more than one affiliated entity, Rob Luna and the affiliates receive additional compensation. This creates a conflict of interest, because we have a financial incentive to recommend affiliated services. You are never obligated to use any affiliated service, and you may obtain comparable services from unaffiliated providers.
Rob Luna, Valtrion employees, affiliates, and family members may hold positions in securities or investments discussed in our content, which also creates a conflict of interest.
Tax and Consulting Services
Tax, accounting, CFO, and business consulting services are provided by Valtrion Tax & Consulting and Valtrion Partners. These services are separate from, and are not offered through, Valtrion Capital Management.
Insurance Services
Insurance products are offered through Valtrion Insurance, Insurance products are not offered through Valtrion Capital Management.
Mortgage Lending
Mortgage lending is offered through Valtrion Lending, via a relationship with Alameda Mortgage NMLS #271603 CA Equal Housing Opportunity. Mortgage lending is not offered through Valtrion Capital Management.
Wealth Academy
Wealth Academy is an educational membership program. It does not provide individualized investment, tax, or legal advice, and it is not offered through Valtrion Capital Management. Membership does not create an advisory relationship. Program terms, including the satisfaction guarantee, are available on the Wealth Academy Terms page.
Investment Risk
All investments involve risk, including the possible loss of principal. Different types of investments involve varying degrees of risk, and there is no assurance that any investment or strategy will be profitable or suitable for you. Past performance does not guarantee future results. Projections, estimates, and other forward-looking statements are inherently uncertain, and actual results may differ materially.
Opinions
Opinions expressed in videos, podcasts, television appearances, interviews, articles, or social media posts are those of the speaker as of the date expressed and may change without notice.
Testimonials and Endorsements
Testimonials and endorsements may not be representative of other clients’ experiences and do not guarantee future performance or success. Each testimonial or endorsement states whether the person is a current client, whether they were compensated, and any material conflicts of interest.
No Offer of Securities
Nothing on this website is an offer to sell, or a solicitation of an offer to buy, any security or investment product. Any offer may be made only through official offering documents and in compliance with applicable securities laws.
Website Terms of Use
Third-Party Information
We make no representations about the accuracy, completeness, timeliness, or suitability of information prepared by unaffiliated third parties, whether linked to, referenced by, or incorporated into our platforms. Such information is provided as a convenience only. Please verify it independently before relying on it.
Limitation of Liability
To the fullest extent permitted by law, [Rob Luna Enterprises, LLC], Valtrion Holdings, and their affiliates are not liable for losses arising from use of, or reliance on, the general information on this website.
Nothing in these terms or disclosures waives or limits any rights you may have under federal or state securities laws, or any duty Valtrion Capital Management owes its clients.