DIA operates under the basic business premise that asset management and financial
planning can be provided to clients in a cost effective manner free from conflicts
Diablo Investment Advisors, LLC takes great pride in knowing that each and every
client has entrusted DIA to manage their financial matters. A key element of this
level of trust is the information in which you share with DIA. It is important to
understand how DIA treats your private information.
Personal information DIA receives from you through interviews, applications, and
other forms is kept confidential. DIA takes steps to safeguard this data from anyone
who should not have access to it. DIA does not sell this information to anyone.
In providing financial services and products to you, DIA collects certain nonpublic
information about you. DIA’s policy is to keep this information confidential and
strictly safeguarded, and to use or disclose it only as needed to provide services
to you, or as permitted by law. Protecting your privacy is important to DIA.
DIA retains records relating to professional services provided to clients so we are
better prepared to assist you with your professional needs, and in some cases, to
comply with professional guidelines. In order to guard your nonpublic personal information,
DIA maintains physical, electronic, and procedural safeguards that comply with our
professional standards. Please call if you have any questions regarding the privacy
of your information.