Privacy Policy

The following information is provided, as required by law, to help you understand our privacy policy and how we will handle and maintain confidential personal information as we fulfill our obligations to protect your privacy. “Personal information” refers to the nonpublic financial information obtained by Vantage Point Advisors, LLC (Vantage Point) in connection with providing investment advisory or other services.

Information We Collect

Vantage Point collects personal information as part of our relationship to you as an investment advisor, to provide client services and fulfill legal and regulatory requirements. The type of information Vantage Point collects may include:

  • Information Vantage Point receives from you on forms (such as name, address, Social Security number, assets and income);
  • Information you provide Vantage Point directly about your personal finances or personal circumstances or that Vantage Point may receive from brokerage statements or other information you authorize Vantage Point to receive.

Information Disclosed in Administering Services

Vantage Point will not disclose personal information about current or former clients to non-affiliated third parties except as permitted or required by law. Vantage Point does not sell any personal information about you to any third party. Vantage Point will not disclose personal information without your authorization, except as required or permitted by law.

Procedures to Protect Confidentiality and Security of Your Personal Information

Vantage Point has procedures in place that limit access to personal information to those employees who need to know such information in order to perform business services. Vantage Point educates our employees on the importance of protecting the privacy and security of confidential personal information.

Vantage Point will update our policy and procedures where necessary to ensure that your privacy is maintained and that Vantage Point conducts our business in a way that fulfills our commitment to you. If Vantage Point makes any material changes in our privacy policy, we will make that information available to clients through our Web site and/or other communications.