Privacy Policy
We have outlined our approach to privacy and the collection and use of your personal information in this policy.
We do not sell your non-public personal information to any third party and only provide such information for discrete and reasonable business purposes necessary for servicing and managing our relationship with you.
At Money Managers, we take the privacy of our clients seriously. We are committed to protecting any personal information that we obtain from you as your investment advisor. We strive to maintain your trust by implementing controls that ensure your personal information is only used for appropriate business purposes related to our management or servicing of our relationship with you.
As a registered investment advisor, we are required by federal and state laws to disclose how we collect, share, and protect your personal information. We may collect personal information such as your social security or taxpayer identification number, assets and liabilities, name, address, phone numbers, income and expenses, e-mail addresses, investment activity, account information, investment experience, and goals. We may also collect information from other sources such as custody, brokerage and advisory agreements, account applications and forms, investment questionnaires, and transactional information.
To safeguard your personal information from unauthorized access and use, we maintain physical, procedural, and electronic security measures such as secure passwords, encrypted file storage, and a secure office environment. We also require our technology vendors and third-party service providers to protect the personal information they receive from us.
We may share your non-public personal information with non-affiliated third parties such as administrators, brokers, custodians, regulators, credit agencies, and other financial institutions as necessary to provide the services agreed upon with you. We do not share your personal information for marketing purposes with non-affiliated third parties. We may share your personal information with authorized users or representatives, but you have the right to limit such sharing. We do not disclose non-public personal information about former clients.
We will provide you with a copy of this policy annually and notify you of any changes to our privacy policy. We will not revise our privacy policy to permit the sharing of non-public personal information other than as described in this notice unless we first notify you and provide you with an opportunity to prevent the information sharing. If you have any questions or concerns about our privacy policy, you can contact us by phone or email.