Trellis Advisors, LLC is an SEC registered investment adviser located in Seattle, Washington. Trellis Advisors and its representatives are in compliance with the current filing requirements imposed upon SEC registered investment advisors by those states in which Trellis Advisors maintains clients. Trellis Advisors may only transact business in those states in which it is registered, or qualifies for an exemption or exclusion from registration requirements.
The Trellis Advisors website is limited to the dissemination of general information pertaining to its advisory services, which may or may not include access to additional investment-related information, publications, and links. Accordingly, the publication of the Trellis Advisors website on the Internet should not be construed by any consumer and/or prospective client as Trellis Advisors’ 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 Trellis 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. For information pertaining to the registration status of Trellis Advisors, please contact the SEC or the state securities regulators for those states in which Trellis Advisors maintains a notice filing.
A copy of the current Trellis Advisors written disclosure statement discussing Trellis Advisors business operations, services, and fees is available on the ADV page of our website. Trellis 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 the Trellis Advisors website 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.
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 Trellis Advisors), will be profitable or equal any historical performance level(s).
Trellis Advisors is neither an attorney nor an accountant, and no portion of the website content should be interpreted as legal, accounting or tax advice.
Each client and prospective client agrees, as a condition precedent to his/her/its access to the Trellis Advisors website, to release and hold harmless Trellis Advisors, 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 Trellis Advisors.