At Universal Value Advisors, LLC, we recognize the importance of protecting your privacy and we have policies in place to maintain the confidentiality and security of your personal information.
As a Registered Investment Advisor (RIA), Universal Value Advisors must make certain disclosures to our clients. The below document is available in our Reno Office.
- Fieldstone ADV Disclosure Brochure 2017
The following policy is designed to help you understand what information we collect from you and how we use that information to serve your account.
Confidentiality & Securities
We restrict access to nonpublic, personal information about you to those employees and agents who need to know that information to provide products and services to you. We maintain physical, electronic, and procedural safeguards to protect your nonpublic, personal information.
Categories of Information That Universal Value Advisors Discloses and Parties to Whom Universal Value Advisors Discloses
We do not disclose any nonpublic, personal information about our customers or former customers to anyone (unaffiliated third parties) unless necessary to deliver our products and services, or unless required by the government, law, court order or regulation.
Categories of Information That Universal Value Advisors Collects
We collect nonpublic personal information from the following sources:
- Information we receive from you on application or other forms;
- Information about your transactions with us and
- Information we receive from consumer-reporting agencies.