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Privacy Policy Information - Website Disclosure - OakTree Investment Advisors - Wealth and Investment Management for Individuals and Pension Plans. Pittsburgh PA
  • Wealth and Investment Management for Individuals and Pension Plans.

Privacy Policy Information

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.
  • Website Disclosure

    Oakmont Investment Advisors, Inc. is providing this website for general informational purposes only. The written content, ideas and opinions are those of our firm. It has been derived from sources believed to be reliable and offered in good faith. While we strive to provide accurate and timely information, there might be an inadvertent factual inaccuracy or typographical error. There is no warranty implied or expressed, or representation of reliability, timeliness, completeness or accuracy of the information on this website, or any linked websites. We reserve the right to make corrections or changes, without notice, at any time, and disclaim any and all liability for the use or interpretation of information contained in this site.

    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.