BILTMORE WEALTH ADVISORS – PRIVACY PLEDGE
The protection of your privacy is extremely important to Biltmore Wealth Advisors, LLC. We respect your privacy and are committed to managing your information safely and responsibly.
We carefully manage the information that you entrust with us to provide you with better service and more convenience and to offer benefits based on your overall relationship with us.
Information We Collect
The information we collect is limited to what we believe is necessary or useful to conduct our business; to protect and administer your records, accounts and funds; to comply with certain laws and regulations; to help us design or improve our products and services; and to understand your financial needs so that we can provide you with quality financial products and opportunities, and with the service you deserve. We may collect this information from the following sources:
Information, such as your assets and other financial information that we receive from you on client agreements, questionnaires or other forms;
Information about your transactions and experiences with us such as your account activity and the parties to transactions on your behalf;
Information we may receive from public records and/or market research; and
Information we have obtained at your request
Information We Share
Biltmore Wealth Advisors (aka the Company) wants you to know that we do not sell customer information or customer lists to third parties.
We do not share information about our clients or former clients, except as described herein.
Sharing Information with Companies That Work With Us
In order to conduct our business, and to offer products or services that may complement your relationship with us, we may share some or all of the information that we collect, as described above, with third parties that perform services for us or on our behalf, such as vendors whom we hire to prepare account statements or to provide support for one or more of our products and services, or our professional advisors (i.e. accountants, attorneys, etc…). Written obligations are generally in place to maintain the confidentiality of the information we provided and to use the information only for the purpose authorized.
The aforementioned third-party companies act on our behalf and are obligated to keep the information we provide them confidential and to use the information only for the purposes authorized.
Sharing Information in Other Situations
We may share some or all of the information that we collect, as described above, as otherwise authorized or required under applicable law. This includes, for example, disclosures to process and service your requested or authorized transactions; disclosures in connection with subpoenas or other legal processes; disclosures as part of regulatory or governmental investigations; disclosures in connection with audits and examinations; and disclosures pursuant to your authorization or consent.
Regulatory & Disclosure Information for Biltmore Wealth Advisors, LLC
This website is provided as a service of Biltmore Wealth Advisors, LLC. By accessing the website, you agree to the following terms and conditions:
State of Arizona Registration: Biltmore Wealth Advisors, LLC is a Registered Investment Advisor with the State of Arizona Corporation Commission, Securities Division. Biltmore Wealth Advisors, LLC also has clients in other states, but due to the fact that Biltmore Wealth Advisors, LLC has less than six investment advisory clients in those states, Biltmore Wealth Advisors, LLC does not maintain registration in such jurisdiction.
No Offer: Nothing on our website should be construed as a solicitation, offer or recommendation to acquire or dispose of any investment or to engage in any other transaction. Biltmore Wealth Advisors, LLC does not render or offer to render personalized investment advice or financial planning advice through our website. Biltmore Wealth Advisors, LLC's specific advice is given only within the context of our contractual agreements with each client. The website is limited to the dissemination of general information about Biltmore Wealth Advisors, LLC, service offerings, and provides an alternative method for prospective clients to learn about and contact Biltmore Wealth Advisors, LLC. Advice may only be rendered after the delivery of Form ADV-Part II, the execution of an investment advisory agreement by the client and advisor.
No Reliance: While Biltmore Wealth Advisors, LLC uses reasonable efforts to obtain information from sources which it believes to be reliable, Biltmore Wealth Advisors, LLC makes no representation that the information or opinions contained in the website are accurate, reliable or complete. The information and opinions contained in the website are provided by Biltmore Wealth Advisors, LLC for personal use and informational purposes only and are subject to change without notice. Nothing contained on the website constitutes investment, financial, legal, tax or other advice nor is to be relied on in making an investment or other decision. Biltmore Wealth Advisors, LLC's specific advice is given only within the context of our contractual agreement with each client.
No Warranty: The information and opinions contained on this Site, including hyperlinks or references to other sites, are provided ‘as is’ without any warranty of any kind, either expressed or implied, to the fullest extent permissible pursuant to applicable law. You are responsible for evaluating the adequacy, accuracy, reliability, merchantability, non-infringement, completeness of any information or the content available on the Site or fitness for any particular purpose with respect to the site or any of its content. Biltmore Wealth Advisors further assume no responsibility for, and makes no warranties that, functions contained on this Site will be uninterrupted or error-free, that defects will be corrected, or that this Site or the servers that make it available will be free of viruses or other harmful components.
Liability Waiver: Neither Biltmore Wealth Advisors nor any of their respective affiliates, directors, officers, or employees, nor any third party vendor, will be liable or have any liability, whether in contract, tort, strict liability or otherwise, for any direct, indirect, incidental, consequential, punitive or special damages arising out of or in any way connected with your access or use or inability to access or use the Site or reliance on the Content, or any failure of performance, interruption, defect, delay in transmission, computer viruses or other harmful components, or line or system failure associated with the Site, regardless of our knowledge thereof.
User Representations: You represent and warrant to the Company that you will not use this Site for any purpose that is unlawful or prohibited by these Terms and Conditions, including but not limited to attempting or actually (a) disrupting, impairing or otherwise interfering with the operation or integrity of the Site or circumventing any Site security system; (b) collecting any information about other users of the Site; or (c) systematically extracting Content or other information or data contained in the Site to populate databases or other sites.
Investments: Past performance is no guarantee of future results. Investing in the equity and bond markets are subject to certain risks including market, interest-rate, issuer, credit, and inflation risk. Equities may decline in value due to both real and perceived general market, economic, and industry conditions. The value of investments, and the income from them, can go down as well as up and you may not recover the amount of your original investment. Such investments are not deposits or obligations of, or guaranteed or endorsed by, any bank, and are not federally insured or guaranteed by the U.S. government, the FDIC, and Federal Reserve Board or any other agency. Some of the investments and/or recommendations and services on this site may not be available in or appropriate for all investors. Biltmore Wealth Advisors employs a 3-step process in managing it’s clientele’s investment accounts using mathematical-derived financial models. The 3-step process consist of 1) asset screening, 2) trade signals (when to buy and sell such securities) and 3) allocation optimization. Please be advised that there are risks associated with investing in the capital markets using such aforementioned investment management strategies.
Linked Websites: When you access certain links on the website, you may leave the website. Biltmore Wealth Advisors, LLC does not endorse the content of such websites nor the products, services or other items offered through such websites. Any links to other sites are not intended as referrals or endorsements, but are merely provided to the users of the website for convenience and informational purposes.