Privacy Policy
An important part of the relationship Stance Capital LLC (“we” or “us”) has with our clients, former clients and consumers (collectively, “you”) is the information you share with us. We want you to know how we treat your private information.
Unless we receive your prior written consent, we will keep non-public personal information confidential. We take steps to safeguard this data from anyone who should not have access to it. We do not sell this information to anyone. In your dealings with us, you can expect that we will take the steps outlined below to keep the information we have about you confidential and secure.
Our Privacy Policy
In providing financial services and products to you, we collect certain nonpublic information about you. Our policy is to keep this information confidential and strictly safeguarded, and to use or disclose it only as needed to provide services to you, or as permitted by law. Protecting your privacy is important to us.
Information We Collect
The non-public personal information we have about you includes what you give us when you open an account or communicate with us. This could include:
Your name, address and telephone number
Date of birth
Sources and amount of income
Social security number
Investment objectives and experience
Financial circumstances
Employment
Account balances, account numbers and account transactions.
Information We Disclose
We are prohibited from sharing non-public personal information with non-affiliated third parties unless you provide a signed statement in which you make an affirmative declaration in the Investment Advisory Agreement of permission to disclose such information. Such non-affiliated third parties include attorneys, auditors, accountants, broker-dealers, custodians, administrators, pricing services and other third parties who are involved or related to your account.
How Information Is Used
We use non-public information about you to provide our asset management services to you, such as managing your investment account. From time to time, we must give information about our business to regulatory authorities. This may include non-public personal information about you.
How Information Is Safeguarded
We have procedures in place that we believe are reasonably designed to protect the security and confidentiality of your information. These include password-protected user access to our computer files and strict confidentiality policies that apply to all of our personnel.
General Privacy Notice
Your privacy is important to us. This Privacy Notice explains how we collect, use, disclose, and protect personal data when you visit our website. By using tracking technologies such as cookies and non-cookie technologies, we gather information to improve your experience and deliver relevant content.
When you visit our site, we may automatically collect certain personal data, including your IP address, browser type and version, device information, and details about your browsing behavior on our site. This data is gathered using technologies like third-party cookies, which are small text files stored on your device, and non-cookie technologies such as tracking pixels or device identifiers.
The data we collect helps us analyze website performance, improve user experience, and deliver content and advertisements tailored to your interests. It also allows us to monitor and prevent fraudulent or unauthorized activity, ensuring the safety and reliability of our services. Email information collected may be used for direct marketing purposes.
You have the right to manage how your personal data is collected through these tracking technologies. To limit or decline data collection via third-party cookies, you can adjust your browser’s settings to block or disable third-party cookies entirely. On mobile devices, you can reset the advertiser identifier through the privacy settings to reduce or eliminate personalized tracking. Please note that disabling certain tracking technologies may affect the functionality and features of our website. (NAI consumer opt-out information can be found here.)
We may share your personal data with trusted third parties, such as advertising partners to deliver relevant ads and analytics providers to help us understand website usage patterns. These third parties operate under their own privacy policies, and we recommend reviewing their practices to understand how they handle your data.
We may use your information for our own marketing purposes. Our advertising Partner, NextRoll, Inc., performs a hash of your email address in order to serve targeted advertising to other devices connected to you (via cross-device tracking). By submitting this form, you acknowledge NextRoll, Inc.’s hashing and cross-device activity. For more information, please see NextRoll’s Privacy Notice.
Depending on your location, you may have specific rights concerning your personal data. These rights may include accessing, correcting, or deleting your data, objecting to its use for marketing purposes, or requesting detailed information about the data we collect and process. California residents can learn more here.
From time to time, we may update this Privacy Notice to reflect changes in our data practices or comply with legal requirements. We encourage you to review this page periodically to stay informed about how we protect your information.
If you have any questions or concerns about this Privacy Notice or how we handle your personal data, please contact us directly.