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GLBA Notice

2023.07.09 SVVY Privacy Notice GLBA (Svvy) FINAL

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SVVY, LLC (“Svvy”) is registered with the U.S. Securities and Exchange Commission as an investment adviser. Our services involve referring users to third-party advisers who are registered or chartered as fiduciaries with a regulatory body in the United States. These advisers participate in our matching platform based on user-provided information through our online questionnaire. Svvy does not review adviser performance, manage user accounts, or provide advice on specific investments. We do not handle client funds or hold custody of assets; our role is to connect users with relevant financial advisors. This statement is not an offer to buy or sell securities. All investments carry risks, including potential loss of principal. Working with an adviser may involve fees that can reduce returns, and positive returns are not guaranteed. Even with a fiduciary duty, conflicts of interest may arise. © 2023 Svvy, all rights reserved.

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