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 of interest.  

Privacy Policy

 

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.

 

 

 

Client Area

 

2011 Diablo Investment Advisors, LLC     |  Privacy Policy  |   Contact: david@diabloinvest.com

> Fact Finder

 

> Risk Tolerance Questionnaire

 

> Disclaimer

 

> Privacy Policy