Privacy Policy

DevTara Financial ("DevTara") recognizes that our relationships with current and prospective clients are based on integrity and trust. We work hard to maintain your privacy and to preserve the private nature of our relationship with you. We place the highest value on the information you share with us. This Privacy Policy describes what information we collect, how we use it, and how we protect your personal information.

Why We Collect Your Information

We collect nonpublic personal information about you in order to:

• Design, implement, and provide investment advisory and financial planning services tailored to your needs; and
• Comply with applicable federal and state laws and regulations governing registered investment advisers.

What Information We Collect and Maintain

We may collect and maintain the following types of nonpublic personal information about you:

• Information provided during our initial meeting or subsequent consultations, including your name, address, telephone number, email address, Social Security number, date of birth, and other identifying information;
• Financial information necessary to provide advisory and financial planning services, including income, assets, liabilities, cash-flow data, tax information, investment objectives, and financial goals;
• Information that we generate or obtain in the course of servicing your financial needs; and
• Information received from third parties in connection with the services we provide to you.

What Information We Disclose

We do not sell your personal information. We do not share your contact information, including phone numbers or email addresses, with third parties or affiliates for marketing or promotional purposes.

We are permitted by law to disclose nonpublic personal information about you to unaffiliated third parties in certain circumstances, including:

• Service Providers: To third-party service providers engaged to assist us in operating our business and providing services to you, such as client relationship management systems, document archiving services, technology vendors, and cloud service providers;
• Professional Advisors and Account-Related Parties: To sub-advisers, custodians, recordkeepers, attorneys, accountants, or other professionals involved in servicing your account or financial planning engagement;
• Authorized Representatives: To your authorized representative, power of attorney, executor, or trustee, as applicable;
• With Your Consent: When you have provided prior authorization or consent;
• Business Transfers: In connection with a proposed or actual sale, merger, or transfer of all or a portion of DevTara's business; and
• Legal and Regulatory Requirements: As required or permitted under applicable federal and state laws and regulations, including Regulation S-P under the Gramm-Leach-Bliley Act.

Most disclosures described above are necessary for us to provide advisory and financial planning services and are not subject to opt-out rights under applicable law.

If DevTara were to adopt a change to this Privacy Policy that would permit disclosure of nonpublic personal information beyond what is allowed under current law, clients would be provided with the opportunity to opt out of such disclosure, as required by law.

How We Protect Your Personal Information

We restrict access to client information to authorized personnel who need such information to perform their job responsibilities. Access is granted based on the principle of least privilege.

We maintain physical, electronic, and procedural safeguards designed to protect your nonpublic personal information from unauthorized access, disclosure, or misuse. These safeguards include secure systems, controlled access to records, and confidentiality agreements with employees and independent contractors. Third-party service providers engaged by DevTara are required to maintain appropriate confidentiality protections.

Former Clients

If we cease to provide you with financial services, this Privacy Policy will continue to apply. We will continue to treat your nonpublic personal information with strict confidentiality. We retain records relating to former clients for the period required by applicable law, after which such records are securely destroyed in accordance with our record-retention policies.

Changes to This Privacy Policy

DevTara reserves the right to modify this Privacy Policy as necessary to reflect changes in laws, regulations, or business practices. Clients will be notified of any material changes as required by law.

Questions and Contact Information

Clients and prospective clients are encouraged to discuss any questions regarding this Privacy Policy or DevTara's privacy practices directly by calling 513-400-3604 or by emailing info@devtarafinancial.com.