PDV Financial Management's Privacy Policy

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We want you to know that we are committed to safeguarding your privacy when you submit your information to us or otherwise communicate with us via our website.  This Privacy Policy explains our handling of the information in our records that is personal and private to you.  It reiterates our commitment to keeping that information private.


Information We Collect


In the course of doing business with you, we may collect nonpublic information about you from the following sources:


  • Information we receive from you, such as your social security number, personal financial information, mailing address, phone number, contact information, occupation and birth date; and
  • Information about your investment activity, including account balance, assets, and past transactions.


Disclosure of Information to Nonaffiliated Third Parties


We do not disclose any of your nonpublic personal information to any nonaffiliated third parties, except with prior consent or as permitted by law.  As a rule, we only provide this information to those entities whose services are necessary for us to properly perform our investment services and only to the minimum extent necessary.


Security Standards


We maintain physical, electronic, as well as procedural safeguards to ensure the integrity and confidentiality of your nonpublic personal information.

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