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Legal

Security & Privacy

Safeguarding your privacy and personal information is a top priority at CresAlta, and we dedicate significant resources to keeping your information secure.

All CresAlta employees receive formal security training regarding client and account information when hired and at least annually. As a registered investment advisor, CresAlta is subject to extensive laws and regulations, including those related to the security and privacy of client information.

CresAlta respects our clients' privacy and only shares information as stated in CresAlta's Privacy Notice (opens in new window).

Additional information for California residents is stated in CresAlta's California Privacy Notice (opens in new window).

CresAlta uses encryption, firewalls, and other security safeguards to protect client information. CresAlta also conducts due diligence on its service partners, including online account providers, to confirm that they employ strong security protection in accordance with regulatory and industry standards, and CresAlta supports this due diligence through contractual obligations.

To help us deliver an enhanced digital experience, the CresAlta website uses cookies and other similar tracking technologies to collect information about you and other website visitors for the purposes of performance improvement and security. You can refuse or delete cookies using the settings functionality in your web browser or mobile device. If you decide to refuse or delete cookies, you may lose certain functionality on the CresAlta website.

Identity theft begins when someone takes personally identifiable information, such as your name, Social Security number (SSN), date of birth, your mother's maiden name, or your address, to use, without your knowledge or permission, for their personal financial gain.

Recovering from identity theft/fraud can take months, which is why you should be aware of potential scams to protect yourself.

Best practice is to avoid provided links or phone numbers by independently searching for and visiting a website or calling directly. When you receive an email, in general, pause and consider by using the S-T-O-P Method.

S-T-O-P Method: Is this communication Suspicious? Is it Telling me to click? Is it Offering me something too good to be true? Is it Pushing me to act now?

CresAlta will never ask for your personal information. CresAlta will NEVER ask for your account number, social security number, name, address, or password in an email, voicemail, or text message.

Generally, a financial institution will only ask you to call them if there is a potential issue with your account.

Get in Touch

If you have questions about our security practices or your personal information, our team is here to help.

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