Delta Wealth Adviser

Privacy & Security

INTRODUCTION
Delta Investment Management provides investment management services to prestigious institutions and individuals worldwide. As a world-class organization, we are committed to providing the highest quality of service to all of our Delta Investment Management clients. We also have a responsibility to our clients, the public and our profession to deliver our services in a professional manner, with uncompromising values and standards. As such, we must and will in all respects comply with all applicable laws, regulations and requirements regarding privacy and security. Delta Investment Management is committed to providing you with a clear explanation of its privacy policy. Our privacy policy covers privacy issues as they relate to all Delta Investment Management services including our Delta Wealth Accelerator website.

If you have any questions about our privacy policy, please send us an email to info@deltaim.com.

PRIVACY NOTICE

This Delta Investment Management U.S. Privacy Notice describes how Delta Investment Management collects, uses and shares information from or about you from the following methods:

  • Information we receive about you on applications or other forms;
  • Information you give us orally; and
  • Information about your transactions with us or others.

We are committed to protecting your privacy and your non-public personal information.

PRIVACY POLICY UPDATES
From time to time, Delta Investment Management may use data for new, unanticipated uses not previously disclosed in our privacy notice. If our information practices change at some time in the future, we will provide you with an updated privacy notice by posting the updated privacy notice to our website. If you are concerned about how we use information, you should periodically check the "Privacy and Security" link at the bottom of the Delta Wealth Accelerator website.

COLLECTION OF INFORMATION
MailChimp Data - Delta Investment Management may collect information regarding the behavior of users visiting our website, such as MailChimp data and IP address. Delta Investment Management may collect this information for reasons such as legal compliance, security protection and to improve Delta Investment Management Services and your experience with the website. If you visit another website via a link on the Delta Investment Management client website, the service provider or media owner of such other website may also collect similar information.

Cookie Data - Delta Investment Management may also collect cookie data. The individual information gathered in this manner is used for internal purposes only, such as looking at unique page views and customizing content. We also use the information on an aggregate basis, to track the usage of our website and to analyze traffic patterns. You can control your browser's settings regarding cookies by selecting "Internet Options" or "Preferences" in the menu bar of your browser. This will allow you to prevent your browser from accepting new cookies, have your browser notify you when you receive a new cookie, or disable cookies altogether. However, because our website requires cookies for certain functions, we recommend you leave them enabled.

Registration Data - Delta Investment Management collects contact information and other relevant data from website users so that we can provide them with the information they've requested. Please note that this information is delivered to people who specifically request it through the
Delta Wealth Accelerator website or from clearly labeled advertising. All personal information submitted to us will be held confidential in accordance with our privacy policy.

EMAIL
Delta Investment Management sponsors third party email content. In order to receive the Delta Wealth Accelerator newsletter via email, an individual would have had to previously subscribed to this particular service or "opted-in"; to receive relevant promotional content from advertising partners. As advertisers, we do not gain access to users' contact information—this information is kept confidential by the content owner—nor does Delta Investment Management supply additional users from our own internal database. Rather, the respective online publisher distributes content on our behalf.

ONLINE ADVERTISING
Delta Investment Management’s online advertising is in full compliance with Internet, advertising and finance industry standards and regulations. Our advertising content is integrated and delivered with online publisher's primary content in a variety of different formats; some in graphical format (e.g. banner) and others in text format.

The delivery of our online advertisements is ultimately controlled by the respective online publisher. Unfortunately, we are unable to suppress or restrict the delivery of our online advertisements to individual users. Many publishers offer "frequency capping" to limit the number of advertisements a user will receive on a periodic basis. However, this functionality will NOT work if you have disabled "cookies" in your browser. For example, if you are experiencing a high volume of online advertisements in general (like pop-up ads), then it might be an issue with your Internet browser's ability to accept "cookies". It is important that you have "cookies" enabled in your browser settings. For further information about cookies, see the "Collection of Information" section above.

UPDATING OR CORRECTING PERSONAL INFORMATION
Upon request, we will offer visitors the ability to have inaccuracies corrected in the database. We can provide site visitors with access to respective contact information (e.g., name, address, phone number) that is maintained about them. Users can have this information corrected by sending email to info@deltaim.com.

REMOVAL FROM THE DELTA WEALTH ACCELERATOR DATABASE
If contact information is willingly provided to us by mail, phone, email, online or otherwise, in response to our marketing activities, individuals may receive subsequent periodic information from Delta Investment Management on new products and services or upcoming events. If individuals don't wish to receive such information, please let us know by sending an email to info@deltaim.com or by writing to the following address:

Delta Investment Management / Delta Wealth Accelerator
Attn: Client Services
One California Street, Suite 2800
San Francisco, CA 94111

Please provide Delta Investment Management with the exact name and address as it was originally provided. We will be happy to remove your name from our database and will do everything possible to honor your request for removal.

To unsubscribe from the Delta Wealth Accelerator email communications, send an email to info@deltaim.com. Please put "UNSUBSCRIBE" in the subject field and include the email address where you received the content, along with any additional email addresses you would like suppressed. We will do our best to prevent you from receiving our email content in the future.

LEGAL NAME
Delta Investment Management, or “Delta” is the business name of Delta Investment Management, LLC.