Disclosure/Privacy Policy
Disclosure
Paladini Financial Management, Inc. is registered
with the State of Texas as a Registered Investment
Advisory firm. We do not render or offer to render
personalized investment advice or financial planning
advice through this website. This websote is limited
to providing you with general information on our services
and provides a way for you to contact us. Advice can
only be rendered after all of the following conditions
are met.
- Delivery of our form ADV Part II to you
- Execution of an Investment Advisory and/or Financial
Planning Engagement Letter.
Other Disclosure
The information in this web site is based on data
gathered from sources which we believe to be reliable.
It is not guaranteed as to accuracy, does not purport
to be complete and is not intended as the primary basis
for investment decisions. Additionally, it should not
be construed as advice meeting the particular investment
needs of any investor.
Privacy Policy
Paladini Financial Management,
Inc (PFM) collects nonpublic personal information about
you from (i) information you provide to us in applications,
questionnaires, or other forms, (ii) broker-dealers,
custodians, and money managers selected by you, provided
that you have authorized such persons to provide us
with information about you (as described herein), (iii)
any outside service provider designated by us, with
your consent, to assist us in servicing your account
with us, and (iv) our affiliates with whom you may
engage in transactions. Such nonpublic personal information
may include, without limitation, information relating
to your investment goals and objectives, financial
circumstances, investment experience, investment restrictions
and limitations and risk tolerance. PFM does not disclose
any nonpublic personal information about our customers
(including you) or former customers to anyone, including,
without limitation, nonaffiliated third parties, except
as permitted by law. PFM restricts access to nonpublic
personal information about you to your PFM advisor,
designated outside service providers, such money managers,
broker-dealers, custodians and other persons as you
may specifically authorize, and other PFM employees
who need to know such information to provide products
and services to you. PFM maintains physical, electronic,
and procedural safeguards to guard your nonpublic personal
information.
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