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Privacy Policy

Important Disclosure Information Regarding This Website and Its Content

GENERAL INFORMATION

Incline Investment Advisors, LLC (“IIA”) is an Investment Advisor registered pursuant to the laws of the State of Nevada. Located in Incline Village, Nevada our firm focuses on wealth management and financial planning.

LIMITATIONS OF INFORMATION ON THIS SITE

The information on this site is limited to dissemination of general information pertaining to our advisory services as well as access to additional investment-related information, publications, and links (some to unaffiliated third party content).  Any subsequent, direct communication by IIA with a prospective client will be conducted by an investment advisor representative that either is registered or qualifies for an exemption or exclusion from registration in the state where the prospective client resides. Accordingly, prospective clients, consumers, or existing clients should not construe IIA’s web site as rendering of personalized investment advisory recommendations or solicitation to effect, or attempt to effect transactions in securities.

SITE CONTENT DISCLAIMERS

IIA does not make any representations or warranties as to the accuracy, timeliness, suitability, completeness, or relevance of any information prepared by any unaffiliated third party, whether linked to IIA’s web site or incorporated herein, and takes no responsibility thereof. All such information is provided solely for convenience purposes only and all users thereof should be guided accordingly.

Please remember that different types of investments involve varying degrees of risk, and there can be no assurance that the future performance of any specific investment or investment strategy (including those undertaken or recommended by IIA), will be profitable or equal any historical performance level(s). PAST PERFORMANCE IS NOT INDICATIVE OF FUTURE RESULTS.

Certain portions of IIA’s web site (i.e. newsletters, articles, commentaries, blogs etc.) may contain a discussion of, or provide access to, IIA’s (and those of other investment and non-investment professionals) positions or recommendations as of a specific date.  Due to various factors, including changing market conditions, such discussions may no longer be reflective of current position(s) or recommendation(s).  Moreover, no client or prospective client should assume that any such discussion serves as the receipt of, or a substitute for, personalized advice from IIA or from any other investment professional.  IIA is neither an attorney nor an accountant, and no portion of the web site content should be interpreted as legal or tax advice.  Users of this site are advised to seek personalized advice from investment, legal or tax professionals.

Rankings or recognition by unaffiliated rating services or publications should not be construed by a client or prospective client as a guarantee of an experience at the same level of results if IIA is engaged, or continues to be engaged, to provide investment advisory services, nor should it be construed as a current or past endorsement of IIA by any of its clients.  Rankings published by magazines, and others, generally base their selections exclusively on information prepared or submitted by the recognized adviser.

To the extent that any client or prospective client utilizes any economic calculator or similar interactive device contained within or linked to IIA’s web site, the client or prospective client acknowledges and understands that the information resulting from the use of any such calculator or device, is not, and should not be construed, in any manner whatsoever, as the receipt of, or a substitute for, personalized individual advice from IIA, or from any other investment professional.

Additional Notice for Active and Potential Clients of Incline Investment Advisors, LLC

Privacy Notice

We recognize the importance of protecting our clients’ privacy.  We have policies to maintain the confidentiality and security of your nonpublic personal information.  The following is designed to help you understand what information we collect from you and how we use that information to serve your account.

Categories of Information We May Collect

In the normal course of business, we may collect the following types of information:

  • Information you provide in the account documents and other forms (including name, address, social security number, date of birth, income and other financial-related information); and
  • Data about your transactions with us (such as the types of investments you have made and your account status).

 

How We Use Your Information That We Collect

Any and all nonpublic personal information that we receive with respect to our clients who are natural persons is not shared with nonaffiliated third parties which are not service providers to us without prior notice to, and consent of, such clients,  unless otherwise required by law.  In the normal course of business, we may disclose the kinds of nonpublic personal information listed above to nonaffiliated third-party service providers involved in servicing and administering products and services on our behalf.  Our service providers include, but are not limited to, our custodians, insurance brokers and companies, accountants, and attorneys.  Additionally, we may disclose such nonpublic personal information as required by law (such as to respond to a subpoena) or to satisfy a request from a regulator and/or to prevent fraud.  Without limiting the foregoing, we may disclose nonpublic personal information about you to governmental entities and others in connection with meeting our obligations to prevent money laundering including, without limitation, the disclosure that may be required by the Uniting and Strengthening America Act by Providing Appropriate Tools Required to Intercept and Obstruct Terrorism (USA PATRIOT) Act of 2001 and the regulations promulgated thereunder.  In addition, if we choose to dispose of our clients’ nonpublic personal information that we are not legally bound to maintain, then we will do so in a manner that reasonably protects such information from unauthorized access.  The same privacy policy also applies to former clients who are natural persons.

Confidentiality and Security

We restrict access to nonpublic personal information about our clients to those employees and agents who need to know that information to provide products and services to our clients.  We maintain physical, electronic and procedural safeguards to protect our clients’ nonpublic personal information.  We respect and value that you have entrusted us with your private financial information, and we will work diligently to maintain that trust.  We are committed to preserving that trust by respecting your privacy as provided herein.

If you have any questions regarding this privacy notice, please contact us at 775-298-8161.