Privacy Policy
NetInvestmentAdvisor.com – Registered Investment Advisor
Privacy Practices Notice
NetInvestmentAdvisor.com respects your right to privacy and is committed to protecting it. In order for us to be able to provide you with our advisory services, we need to collect certain information from you. We do not sell the information you have entrusted to us to third parties, and we disclose your personal information only as necessary to provide your financial products and services. To help you understand how we protect your personal information, this notice describes our current privacy policy and practices. During the continuation of your relationship with NetInvestmentAdvisor.com, we will advise you of our privacy policy and practices at least once annually in accordance with law.
Non-public Information Collected
We collect information about you. We do this to help identify you as our member or our former member, to process your requests quickly, or to provide investment advisory services to you. Information we collect include:
- Information from you upon NetInvestmentAdvisor.com application forms such as your name, date of birth, marital status, sex, financial, and credit card number.
- Information about your retirement needs and investment strategy to meet your goals
Non-public Information Disclosed
NetInvestmentAdvisor.com may share the information described above with our service providers. These providers may require access to information about you to process services you have requested and to provide efficient customer service. Our service providers may be affiliated or unaffiliated, and may include financial service providers. Please be assured that we require these service providers to safeguard your personal information and to use or disclose it only for the work they are performing on our behalf, or as permitted by law.
We may have to provide the above described non-public information that we collect to authorized persons or entities to comply with a subpoena or summons by federal, state or local authorities and to respond to judicial process or regulatory authorities having jurisdiction over our company for examination, compliance or other purposes as required by law.
Confidentiality and Security of Your Non-Public Personal Information
Keeping your information secure is one of our most important responsibilities. We restrict access of non-public personal information about you, to only those persons who need to know about that information to service your account. We maintain physical, electronic, and procedural safeguards that comply with state and federal standards to guard your non-public personal information.
Information About Former Members
Non-public information about our former members is maintained by NetInvestmentAdvisor.com on a confidential and secure basis. If any such disclosure is made, it would be for reasons and under the conditions described in this notice. We do not disclose any non-public personal information about our former members to anyone except as permitted or required by law.
We will maintain personally identifiable information about you during the time you are a subscriber, and at least for the time period thereafter that such records are required to be maintained by federal securities laws. If we choose to dispose of records after the required retention period, documents containing personally identifiable information will be destroyed.
Maintaining the Accuracy of Customer Information
Keeping your account information accurate and up to date is very important. If you believe that an item or personal information may be materially inaccurate, you may notify us electronically of any corrections, amendments or deletions you believe should be made. We will correct any erroneous information as quickly as possible. Questions about your personal information should be sent to: questions@netinvestmentadvisor.com.
Custody Disclosure
NetInvestmentAdvisor.com automatically charges its subscribers fees to the client's credit card account. For the purposes of Rule 206(4)-2 under the Advisers Act, NetInvestmentAdvisor.com is not deemed to have custody as:
- the client provides written authorization permitting the adviser's fee to be charged directly to the client's credit card account;
- the adviser states on initial login page the amount of the fixed fee, based on the fee schedule; and
- the client's custodian sends a statement, at least quarterly; and credit card company send a statement which will include the amount of subscribersfees paid directly to the adviser.


