Privacy Policy
Our Commitment to You
Vision 360 Capital Partners LLC (Vision 360) is committed to safeguarding the use of your personal information that we have as your Investment Advisor.
Vision 360 (also referred to as “we”, “our” and “us” throughout this notice) protects the security and confidentiality of the personal information we have and implements controls to ensure that such information is used for proper business purposes in connection with the management or servicing of our relationship with you. Our relationship with you is our most important asset. We understand that you have entrusted us with your private information, and we do everything that we can to maintain that trust.
Vision 360 does not sell your non-public personal information to anyone. Nor do we provide such information to others except for discrete and proper business purposes in connection with the servicing and management of our relationship with you, as discussed below.
Details of our approach to privacy and how your personal non-public information is collected and used are set forth in this Privacy Policy.
Why you need to know?
Registered Investment Advisors (“RIAs”) share some of your personal information. Federal and State laws give you the right to limit some of this sharing. Federal and State laws require RIAs to disclose how we collect, share, and protect your personal information.
What information do we collect from you?
- Social security or taxpayer identification number
- Assets and liabilities
- Name, address and phone number(s)
- Income and expenses
- E-mail address(es)
- Investment activity
- Account information (including otherinstitutions)
- Investment experience and goals