Fortem collects your nonpublic personal information in a variety of ways. For example, it obtains your nonpublic personal information when you open an account or give Fortem your income information, tell Fortem about your portfolio or deposit money, submit completed forms or enter into an investment advisory contract. Fortem also collects your nonpublic personal information from other companies. For example, from the custodians who hold your account assets.
The type of information Fortem collects includes name, address, social security number, birthday, profile documents, transaction history, investment experience, assets information, income, and other information you provide Fortem directly about your personal finances or personal circumstances or which Fortem may receive from brokerage statements or other information you authorize Fortem to receive.
Fortem shares your nonpublic personal information for our everyday business purposes such as to process your transactions, maintain your account(s), respond to court orders and legal investigations, report to credit bureaus, to protect the confidentiality or security of your records, to secure services or functions for the firm, or as permitted by law. We may also share your nonpublic personal information for our own firm's marketing purposes; so that we can offer our products and services to you.
Federal law gives you the right to limit only sharing nonpublic personal information about your credit worthiness for our affiliates' everyday business purposes; sharing nonpublic personal information about you with our affiliates to market to you; and sharing nonpublic personal information with non-affiliates to market to you.
We don't share nonpublic personal information about your creditworthiness with our affiliates for their everyday business purposes. We don't share your nonpublic personal information with our affiliates to market to you. We don't share your nonpublic personal information with non-affiliates to market to you. We also don't share your nonpublic personal information for joint marketing with other financial companies. State laws and individual companies may give you additional rights to limit sharing.
Fortem will not disclose personal information about current or former clients to non-affiliated third parties except as permitted or required by law. Fortem does not sell any personal information about you to any third party. Fortem will not disclose personal information without your authorization, except as required or permitted by law.
Fortem has procedures in place that limit access to personal information to those employees who need to know such information in order to perform business services. In addition, Fortem maintains physical, electronic and procedural safeguards to guard your nonpublic personal information.
If you have any questions, please call Brett D'Orlando at 760-206-8500 or go to our website at www.fortemfin.com
Fortem Financial, LLC ("Fortem Financial" or the "Firm") is a federally registered investment adviser with offices in California. Fortem Financial and its representatives are in compliance with the current registration and notice filing requirements imposed upon federally registered investment advisers by those states in which Fortem Financial maintains clients. Fortem Financial may only transact business in those states in which it is notice filed, or qualifies for an exemption or exclusion from notice filing requirements.
This website is limited to the dissemination of general information regarding the Firm's investment advisory services offered to U.S. residents residing in states where providing such information is not prohibited by applicable law. Accordingly, the publication of Fortem Financial' website on the Internet should not be construed by any consumer and/or prospective client as a solicitation to effect, or attempt to effect transactions in securities, or the rendering of personalized investment, tax or legal advice. Furthermore, the information resulting from the use of any tools or other information on this website should not be construed, in any manner whatsoever, as the receipt of, or a substitute for, personalized individual advice from Fortem Financial. Any subsequent direct communication from Fortem Financial with a prospective client will be conducted by a representative that is either registered or qualifies for an exemption or exclusion from registration in the state where the prospective client resides. Fortem Financial does not make any representations as to the accuracy, timeliness, suitability, completeness, or relevance of any information prepared by any unaffiliated third party, whether linked to this website or incorporated herein, and takes no responsibility therefore. All such information is provided for convenience purposes only and all users thereof should be guided accordingly.
All statements and opinions included on this website are subject to change as economic and market conditions dictate, and do not necessarily represent the views of Fortem Financial or any of their respective affiliates. Past performance may not be indicative of future results and there can be no assurance that any views, outlooks, projections or forward-looking statements will come to pass. Investing involves risk, including the potential loss of principal, and the profitability of any particular investment strategy or product cannot be guaranteed.
Any rating referenced herein may not be representative of any one client's experience. Further, the Firm's receipt of any rating is not indicative of the Firm's future performance. The Charles E. Merrill Circle of Excellence award is granted by Merrill Lynch for outstanding client service and satisfaction. The award is granted based on annual criteria established by Merrill Lynch for its top decile advisors. The Barron's Top 1,200 Financial Advisors rating of the top financial advisors in the United States is based on data provided by participating firms. The following factors are included in the rankings: assets under management, revenue produced for the firm, regulatory record, quality of practice and philanthropic work. Investment performance is not an explicit component. The Five Star Professional award is granted by Five Star Professional and recognizes service professionals who provide quality services to their clients based on data provided by participating firms. The award is granted based on the following ten objective eligibility and evaluation criteria: credentialed as an investment advisory representative (IAR) or a registered investment advisor; actively employed as a credentialed professional in the financial services industry for a minimum of five years; favorable regulatory and complaint history review; fulfilled their firm review based on internal firm standards; accepting new clients; one-year client retention rate; five-year client retention rate; non-institutionalized discretionary and/or non-discretionary client assets administered; number of client households served; and educational and professional designations. Feedback from consumer surveys will augment a regulatory history review. Firms have the option to provide input on award candidates from their firm, regardless of the nomination source. The Palm Springs Life's "40 Under 40" Rising Young Professionals to Watch in the Coachella Valley is based upon nominations from the local business community and selected by the staff of Palm Springs Life.
For information pertaining to the registration status of Fortem Financial, please refer to the Investment Adviser Public Disclosure website, operated by the U.S. Securities and Exchange Commission, at www.adviserinfo.sec.gov., which contains the most recent versions of the Firm's Form ADV disclosure documents.
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