Privacy and confidentiality is the cornerstone of our business. We are always aware that you are entrusting us with knowledge of personal and financial information about you, your family, and your affairs. We take our obligation very seriously and we pledge to you that any and all information shall be protected in a confidential and private manner.
To provide you with sound and proper advice, Daily Advisors LLC have the responsibility to know as much as possible about you and your personal and financial situation. To that end, we collect private information about you and your family from "Confidential Client Profiles" and from other forms or transactions completed. We do not disclose information about our present or former clients to services providers or other third parties.
To ensure the higher levels of confidentiality and security, Daily Advisors LLC strive to maintain physical, electronic and procedural safeguards that meet or exceed federal standards. These safeguards also apply to your communications with us on our website, www.dailyadvisors.com.
Thank you for the trust and confidence you place in us everyday.