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:
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Oakmont Investment Advisors, Inc. is registered with the federal Securities and Exchange Commission as a registered investment advisor firm. We do not provide legal, tax, or investment advice through this site. We offer this website for informational purposes only, and it should not be considered, interpreted, or construed as a solicitation or offer of investment advisory services except in the states where the firm is registered or where an exemption from registration exists.