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    • Home
    • Who We Help
    • Services
      • Financial Planning
      • Investment Management
      • Review Services
      • Business Owner Planning
      • Retirement Planning
      • Equity Compensation
      • Tax-Aware Investing
    • Our Process
    • About
    • Insights
      • Tax-Aware Investing
      • Planning for Businesses
      • Retirement Strategies
      • Investment Options
      • Portfolio Second Opinion
      • Roth Conversions
  • Home
  • Who We Help
  • Services
    • Financial Planning
    • Investment Management
    • Review Services
    • Business Owner Planning
    • Retirement Planning
    • Equity Compensation
    • Tax-Aware Investing
  • Our Process
  • About
  • Insights
    • Tax-Aware Investing
    • Planning for Businesses
    • Retirement Strategies
    • Investment Options
    • Portfolio Second Opinion
    • Roth Conversions

Privacy Policy

Foothills Investments respects the confidentiality of personal information and maintains safeguards designed to protect information obtained through this website and through advisory relationships.


This website policy supplements, but does not replace, any privacy notice provided directly to clients.

Information collected

We may collect information that you submit directly, including your name, email address, telephone number, state of residence, meeting preferences, and message.


During an advisory relationship, we may also receive financial, investment, tax, identity, household, employment, business, trust, estate, and account information necessary to provide agreed services.


Website systems may collect technical information such as IP address, browser type, device information, pages visited, and cookie or analytics data.

Use of information

Information may be used to:

  • Respond to inquiries 
  • Schedule meetings 
  • Evaluate prospective relationships 
  • Provide contracted advisory services 
  • Maintain records 
  • Improve website functionality 
  • Protect systems and prevent misuse 
  • Meet legal and regulatory obligations

Sharing

Foothills Investments does not sell personal information.


Information may be disclosed to custodians, technology providers, professional advisers, contractors, regulators, law-enforcement authorities, or other parties when necessary to provide services, comply with law, protect the firm or its clients, or when authorized by the individual.

Security

Foothills Investments uses administrative, technical, and physical safeguards designed to protect personal information. No electronic system can be guaranteed to be completely secure. 

Cookies

The website may use cookies or analytics technologies to understand traffic and improve performance. Users may adjust browser or cookie settings, although some website functions may be affected. 

Contact

Questions regarding this privacy policy may be directed to Foothills Investments using the contact information on the Contact page. 

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Copyright © 2026 Foothills Investments - All Rights Reserved.


 

Foothills Investments, L.L.C. is a Colorado-registered investment adviser. Registration does not imply a certain level of skill or training. Advisory services are offered only where Foothills Investments and its investment adviser representatives are appropriately registered or exempt from registration. Investing involves risk, including the possible loss of principal. Past performance does not guarantee future results.


Information on this website is provided for general informational and educational purposes and should not be considered individualized investment, tax, legal, accounting, or insurance advice.


Tax preparation and accounting services may be provided separately through Foothills Accountants, LLC, a commonly owned firm. Clients are not required to use Foothills Accountants and may select any tax or accounting professional. Separate services require separate written engagements and fees.

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