Privacy Policy
Why?
Financial companies choose how they share your personal information. Federal law gives consumers the right to limit some but not all sharing. Federal law also requires us to tell you how we collect, share, and protect your personal information. Please read this notice carefully to understand what we do.
What?
The types of personal information we collect, and share depend on the product or service you have with us. This information can include:
- Social Security number and income
- Account balances and transaction history
- Assets and investment experience
- Contact information and information collected through our website
When you are no longer our customer, we continue to share your information as described in this notice.
How?
All financial companies need to share customers’ personal information to run their everyday business. In the section below, we list the reasons financial companies can share their customers’ personal information; the reasons Cynosure Portfolio Advisors LLC chooses to share; and whether you can limit this sharing.
| Reasons we can share your personal information | Does Cynosure Portfolio Advisors share? | Can you limit this sharing? |
|---|---|---|
| Reasons we can share your personal informationFor our everyday business purposes— such as to process your transactions, maintain your account(s), respond to court orders and legal investigations | Does Cynosure Portfolio Advisors share? Yes | Can you limit this sharing?No |
| Reasons we can share your personal informationFor our marketing purposes— to offer our products and services to you | Does Cynosure Portfolio Advisors share? Yes | Can you limit this sharing?No |
| Reasons we can share your personal informationFor joint marketing with other financial companies | Does Cynosure Portfolio Advisors share? No | Can you limit this sharing?We do not share |
| Reasons we can share your personal informationFor our affiliates’ everyday business purposes— information about your transactions and experiences | Does Cynosure Portfolio Advisors share? Yes | Can you limit this sharing?No |
| Reasons we can share your personal informationFor affiliates to market to you | Does Cynosure Portfolio Advisors share? No | Can you limit this sharing?We do not share |
| Reasons we can share your personal informationFor nonaffiliates to market to you | Does Cynosure Portfolio Advisors share? No | Can you limit this sharing?We do not share |
Questions?
Call 801-521-3100 or go to cynosureportfolioadvisors.com
Who we are
Who is providing this notice?
Cynosure Portfolio Advisors LLC
What we do
How does Cynosure Portfolio Advisors protect my personal information?
To protect your personal information from unauthorized access and use, we use security measures that comply with federal law. These measures include computer safeguards and secured files and buildings.
How does Cynosure Portfolio Advisors collect my personal information?
We collect your personal information, for example, when you
- open an account or perform transactions
- make a wire transfer or tell us where to send money
- tell us about your investment portfolio
We also collect your personal information from other companies.
Website and Online Information
We may collect limited information from website visitors through cookies and similar technologies. This information may include:
- IP Address, browser type, pages visited, and referring links
This information is collected in an aggregated and anonymized manner to understand website usage and improve functionality. CPA may use third-party service providers, including Google Analytics, which receive aggregated and anonymized information and are not permitted to use it for their own marketing purposes.
Why can’t I limit all sharing?
Federal law gives you the right to limit only
- sharing for affiliates’ everyday business purposes—information about your creditworthiness
- affiliates from using your information to market to you
- sharing for nonaffiliates to market to you
State laws and individual companies may give you additional rights to limit sharing.
Definitions
Affiliates
Companies related by common ownership or control. They can be financial and non-financial companies.
Nonaffiliates
Companies not related by common ownership or control. They can be financial and non-financial companies.
- Cynosure does not share with nonaffiliates so they can market to you.
Joint Marketing
A formal agreement between nonaffiliated financial companies that together jointly market financial products or services to you.
- Cynosure does not share with nonaffiliates so they can market to you.