Privacy Policy
We collect only information that is needed to serve you and administer your account.
In the process of serving you, we become stewards of your "nonpublic personal information" — information about you that is not available publicly. This information comes to us from the following sources:
- Information you provide directly to us on applications or other forms, correspondence or through conversations (such as your name, social security number, address, phone number, assets, income, date of birth, occupation, etc.).
- Information about your transactions with us, our affiliates or others (such as your account numbers, account balances,.transaction details and other financial information).
- Information we receive from third parties (such as your broker, financial planner or other intermediary you hire).
We limit the collection and use of nonpublic personal information to that which is necessary to serve you and administer your account.
We carefully limit and control the sharing of your information.
To protect your privacy, we carefully control the way in which any information
about you is shared. It is our policy not to disclose any nonpublic personal
information about you or former customers to anyone, except as permitted to serve
your account or required by law. We are permitted by law to disclose all of the
information we collect described above to our affiliates, advisers, transfer
agents, broker-dealers, administrators or any firms that assist us in maintaining
and supporting the financial products and services provided to you. For example,
our transfer agent needs information to process your transactions, and our outside
vendors need information so that your account statements can be printed and mailed.
However, these parties are not authorized to release, use or transfer your information
to any other party for their own purpose.
We are committed to the privacy of your nonpublic personal information and will use strict security standards to safeguard it.
We are committed to the security of your nonpublic personal information. Our
employees and others hired to work for us are held accountable for adhering to
strict policies and procedures to prevent any misuse of your nonpublic personal
information. Employees are bound by this Privacy Policy and are educated on implementing
our security principles and practices.
We maintain safeguards that we believe are reasonably designed to comply with federal standards to guard your nonpublic personal information.
This Privacy Policy explains how we handle nonpublic personal information; however, you should also review the privacy policies adopted by any of your financial intermediaries, such as a broker-dealer, bank, or trust company to understand how they protect your nonpublic personal information in accordance with our internal security standards.
This Privacy Policy notice is for Lombardia Capital Partners, LLC.
If you have any questions about the confidentiality of your information, please call (626) 568-2792.
Lombardia Capital Partners LLC respects your privacy. Through our web site, we strive to provide valuable information to you about our investment advisory services. Whether you are an existing client or someone shopping for new investment services, we hope our site answers your questions about our products and services.
For each visitor to our web site, our web server does not automatically recognize any information regarding the domain or e-mail address. Any information collected by Lombardia Capital Partners is that information which is volunteered by the viewer. If you submit an online form, any personal information such as your name, address, telephone number or e-mail address is designed for the specific business purpose of providing you with the materials you request.
Various employees of Lombardia Capital Partners may see the information you submit in the course of their official duties. Please be assured, however, that when you communicate with us via this web site, we will use the information you provide to us only for the specific purpose of responding to your material orders. Your e-mail address or any other information you provide to us will not be sold, nor will it be shared with others outside the firm, without your prior consent, unless we are compelled to do so by law.
When you choose to submit an online order form to Lombardia Capital Partners, you are consenting to our using the information provided therein, including personal identifying information, in accordance with this notice, unless you expressly inform us of your objection to any such use(s).
Lombardia Capital Partners reserves the right to change this policy at any time by posting a new privacy policy..
