The Salvetti Group

**Background and Expertise:** Central Valley Advisors, LLC, operating as The Salvetti Group, is a registered investment adviser based in Sacramento, CA. The firm was established on an unspecified date and specializes in managing assets for various clients to help achieve their financial goals. As a fiduciary, The Salvetti Group is committed to acting in the best interests of its clients by maintaining open communication and understanding their investment objectives. **Services, Fees & Compensation:** The Salvetti Group offers a wrap fee program where clients pay a single fee for investment advisory services and associated custodial transaction costs. The firm absorbs client transaction fees, incentivizing limited trading activities to reduce costs. Clients participating in the wrap fee program grant discretionary authority to manage their accounts. The maximum annual fee charged does not exceed 2.00% of assets under management, billed monthly based on the average daily balance. The firm may directly invoice clients, with fees due within 15 days of the invoice date. **Investment Strategies & Analysis:** The Salvetti Group employs various methods of analysis, including charting, cyclical analysis, fundamental analysis, quantitative analysis, and sector analysis. Investment strategies include asset allocation, long-term purchases, margin transactions, options, short sales, and trading. The firm tailors portfolios to meet individual client needs and continuously monitors and rebalances portfolios as necessary. **Account Requirements & Types of Clients:** The Salvetti Group serves individuals, high net worth individuals, trusts, estates, charitable organizations, pension and profit-sharing plans, as well as corporations and other business entities. The firm does not impose specific requirements for opening or maintaining accounts. **Additional Information:** The firm does not have any material disciplinary events and does not receive compensation from third parties for client referrals. Clients are provided with privacy protection and are informed about the risks associated with various investment strategies. The Salvetti Group does not take custody of client funds and provides regular account reviews to ensure client needs are met. The firm may provide recommendations for IRA rollovers, earning asset-based fees in such cases. Please contact The Salvetti Group for further details or inquiries at 916-414-8282 or [email protected].