Privacy Policy
At Intrepid Solutions, we recognize that our relationships with clients—both current and prospective—are built on integrity and trust. Protecting your privacy is a top priority. We work hard to preserve the confidential nature of your relationship with us and place the highest value on the information you share.
Intrepid Solutions will not disclose your personal information to anyone unless required by law or at your direction. We do not and will not sell your personal information.
We want you to understand what information we collect, how we use it, and how we protect it.
Why We Collect Your Information
We collect personal information in order to:
- Design and deliver the investment, financial, and planning services we provide to you; and
- Comply with federal and state laws and regulations that govern our business.
What Information We Collect and Maintain
- Information provided during consultations, such as your name, address, Social Security number, date of birth, and financial details;
- Information generated by us in the process of servicing your financial needs; and
- Information received from third parties in connection with the services we provide.
What Information We Disclose
We are permitted by law to disclose nonpublic personal information to unaffiliated third parties in certain situations.
Intrepid Solutions may disclose NPI:
- To individuals or entities not affiliated with us, including sub-advisers, custodians, recordkeepers, attorneys, and other professionals assisting in the management of your account;
- To service providers we engage to support business operations (e.g., client management systems, cloud providers, archiving vendors);
- To your authorized representative or power of attorney;
- With your prior consent;
- In connection with a proposed or actual sale, merger, or transfer of part or all of our business; or
- As otherwise permitted by applicable federal or state privacy regulations.
If Intrepid Solutions ever changes its policy in a way that would allow for additional disclosures not permitted by law, you will be given the opportunity to opt out of such disclosures.
How We Protect Your Personal Information
We take the protection of your personal information seriously.
Access to client data is restricted to employees and contractors who need the information to perform their duties. We maintain physical, electronic, and procedural safeguards to prevent unauthorized access, disclosure, or use of your personal information.
All external companies and independent contractors we work with are required to adhere to strict confidentiality agreements.
Former Clients
Our commitment to your privacy continues even after you cease to be a client. We retain and protect your records as required by law and continue to apply the same strict confidentiality standards.
Contact Us
If you have any questions about this Privacy Policy or our privacy practices, please contact: Please contact David Liegakos at 406-241-9658.
Last Updated: 10/26/2025