The terms and conditions governing your use of the Pine Valley Investments website.
Last updated: March 2026
By accessing or using the website located at pinevalleyinvestments.com (the "Site"), you agree to be bound by these Terms of Use ("Terms"). If you do not agree to these Terms, please do not use the Site.
These Terms apply to all visitors, users, and others who access the Site. Pine Valley Investments, LLC ("PVI," "we," "us," or "our") reserves the right to modify these Terms at any time. Continued use of the Site following any changes constitutes your acceptance of the revised Terms. We will update the "Last updated" date above when changes are made.
The content on this Site is provided for informational and educational purposes only. Nothing on this Site constitutes investment advice, a solicitation, or an offer to buy or sell any security or investment product.
Investment advice is provided only to clients of Pine Valley Investments pursuant to a written investment advisory agreement. Any information on this Site regarding investment strategies, market commentary, asset allocation, or financial planning is general in nature and does not take into account your individual financial situation, goals, risk tolerance, or tax circumstances.
Past performance is not indicative of future results. All investing involves risk, including the potential loss of principal. Pine Valley Investments does not guarantee the accuracy, completeness, or timeliness of any information on this Site.
Pine Valley Investments, LLC is a Registered Investment Advisor (RIA) registered with the U.S. Securities and Exchange Commission (SEC). Registration with the SEC does not imply a certain level of skill or training.
Information about Pine Valley Investments' registration and advisory services is available through the SEC's Investment Adviser Public Disclosure (IAPD) database at adviserinfo.sec.gov. Our Form ADV Part 2A (Firm Brochure), which describes our services, fees, and business practices, is available upon request.
You may access and use the Site for lawful, personal, non-commercial purposes. You agree not to:
All content on this Site — including text, graphics, logos, images, advisor biographies, marketing copy, and design elements — is the property of Pine Valley Investments, LLC or its content providers and is protected by applicable copyright, trademark, and intellectual property laws.
You may not reproduce, republish, distribute, transmit, display, or otherwise exploit any content from this Site for commercial purposes without our prior written consent. Limited personal use (such as printing a single copy of a page for personal reference) is permitted provided you do not modify the content and retain all copyright and proprietary notices.
The Pine Valley Investments name, logo, and related marks are trademarks of Pine Valley Investments, LLC. Nothing on this Site grants any license to use our trademarks.
This Site contains links to third-party websites and platforms, including client portals operated by Charles Schwab, Altruist, eMoney, RightCapital, Tamarac, and Monarch Money. These links are provided for your convenience only.
Pine Valley Investments does not control, endorse, or assume responsibility for the content, privacy practices, or terms of use of any third-party websites. Your use of those platforms is subject to their respective terms and privacy policies. We encourage you to review those policies before providing any personal or financial information to third parties.
The Site and all content, information, and materials on it are provided on an "as is" and "as available" basis without warranties of any kind, either express or implied. To the fullest extent permitted by law, Pine Valley Investments disclaims all warranties, including but not limited to implied warranties of merchantability, fitness for a particular purpose, and non-infringement.
We do not warrant that the Site will be uninterrupted, error-free, or free of viruses or other harmful components. We do not warrant the accuracy, completeness, or timeliness of any information on the Site. Market data, portfolio information, and financial statistics are for general reference only and may not reflect current conditions.
To the fullest extent permitted by applicable law, Pine Valley Investments, LLC, its partners, officers, employees, and affiliates shall not be liable for any indirect, incidental, special, consequential, or punitive damages arising from your use of, or inability to use, the Site or any content on it — even if we have been advised of the possibility of such damages.
Our total liability to you for any claim arising from your use of the Site shall not exceed one hundred dollars ($100.00). Some jurisdictions do not allow the exclusion or limitation of certain damages, so the above limitations may not apply to you.
You agree to indemnify, defend, and hold harmless Pine Valley Investments, LLC and its partners, officers, employees, and agents from and against any claims, liabilities, damages, losses, and expenses (including reasonable attorneys' fees) arising out of or in connection with your use of the Site, your violation of these Terms, or your violation of any rights of another party.
These Terms are governed by and construed in accordance with the laws of the State of New Jersey, without regard to its conflict of law provisions. You agree to submit to the exclusive jurisdiction of the state and federal courts located in New Jersey for the resolution of any disputes arising from these Terms or your use of the Site.
Your use of the Site is also governed by our Privacy Policy, which is incorporated into these Terms by reference. By using the Site, you consent to the data practices described in the Privacy Policy.
If you have questions about these Terms of Use, please contact us: