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Phone: 412-802-8358 OR 1-866-311-TREE
PRIVACY POLICY INFORMATION
Website Disclaimer

At Oakmont Investment Advisors, Inc D/B/A OakTree Investment Advisors, we realize how important protecting your privacy is, and we want to share our policy with you. We want you to understand what non-public personal information we collect and how we use it.

We first obtain nonpublic personal information about you from the applications and other forms you have completed to establish and service your account with us. We also get information about your transactions with our affiliates.

The following policy is the standard of Oakmont Investment Advisors, Inc. and our employees for collection, use, retention, and security of our customer’\'s nonpublic personal information:
  • We restrict access to nonpublic personal information to those employees who need to know that information to provide services to you.
  • We maintain physical, electronic, technical, and administrative procedural safeguards to protect your records and nonpublic personal information.
  • We do not disclose any nonpublic personal information about our customers to anyone, except the sharing of information with affiliated companies that work with us to provide you service, such as the brokerage firm or insurance company where your account is held. All such companies are obligated to keep the information that we provide to them confidential, and to use the information solely to provide the services we have asked them to perform for you or us. They also are required to advise you of their privacy policy and offer you an opportunity to prevent the disclosure of any of your non-public information they might have.
  • We do not disclose, provide, trade, share, or sell non-public personal information to any non-affiliated third parties or organizations.
  • These same protections are afforded to prospective and/or former customers.

We pledge to continuously monitor and review this policy to ensure the safety and privacy of customer information.

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