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Disclosure

For those who may be curious,  'Aikapa (in modern usage) is a Hawaiian word that elegantly combines the concepts of friendship and wealth.

At Aikapa it symbolizes both the privilege and commitment of our firm to provide clients and our community with (fiduciary standard) financial advice that is product neutral and aligned with your goals.

   

Edi Alvarez dba "Aikapa" is a Registered Investment Adviser in the State of California. Aikapa and its representatives are in compliance with the current filing requirements imposed upon registered investment advisers by the State of California. Aikapa may only transact business in those states in which it is registered, or qualifies for an exemption or exclusion from registration requirements. Aikapa'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 Aikapa's web site on the Internet should not be construed by any consumer and/or prospective client as Aikapa'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 Aikapa 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 Aikapa, please contact FINRA or the state securities regulators for those states in which Aikapa maintains a notice filing. A copy of Aikapa's current written disclosure statement discussing Aikapa's business operations, services, and fees is available from Aikapa upon written request. Aikapa 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 Aikapa 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 Aikapa), will be profitable or equal any historical performance level(s).

Certain portions of Aikapa's web site (i.e. newsletters, articles, commentaries, etc.) may contain a discussion of, and/or provide access to, Aikapa (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 Aikapa, or from any other investment professional. Aikapa is neither an attorney nor an accountant, and no portion of the web site content should be interpreted as legal, accounting or tax advice.

To the extent that any client or prospective client utilizes any economic calculator or similar interactive device contained within or linked to Aikapa's web site, the client and/or prospective client acknowledges and understands that the information resulting from the use of any such calculator/device, is not, and should not be construed, in any manner whatsoever, as the receipt of, or a substitute for, personalized individual advice from Aikapa, or from any other investment professional.

Each client and prospective client agrees, as a condition precedent to his/her/its access to Aikapa's web site, to release and hold harmless Aikapa, 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 Aikapa.

View our annual filing and professional background

On an annual basis, Aikapa files Form ADV with state security authorities. Form ADV contains important information about an investment adviser and its business operations. You can view our Form ADV through the Investment Advisor Public Disclosure (IAPD) website provided by the Securities and Exchange Commission (SEC). 

  1. Link to the IAPD website

  2. Select the "Firm" option, key in either the CRD# 144517 or Aikapa (for Aikapa - Edi Alvarez)

  3. click "Get Details" on our listing

  4. From the menu options available, Select "FORM ADV"

  5. click "View latest Form ADV filed"

   
                   

 

Aikapa

Wealth Planning & Management

Offices in
San Francisco & Corte Madera

 

Edi Alvarez, CFP®

 

Certified Financial Planner™

 

www.aikapa.com

415.548.0257

         

 

© 2007-2017 Aikapa

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