Privacy Policy

Our Privacy Policy is designed to help you understand how we strive to protect your nonpublic, personal information while providing you with the best possible service.

We may collect and maintain nonpublic, personal information we receive from you directly, on applications, other forms or our website, and from your transactions with unaffiliated parties and us. This information includes, for example, your name, address, Social Security or tax identification number, assets, income, financial needs and goals and account balances and transactions, including transactions with unaffiliated parties. We use this information to process your requests and transactions and to provide you with additional information about Hedge Harbor products and services.

Hedge Harbor has several affiliates, and in order to provide you with our full range of financial services, we may share the nonpublic, personal information we collect with our affiliates on a limited basis. Under no circumstances will we sell information about you or your Hedge Harbor or affiliate account to any unaffiliated company, group, or individual.

In order to service your account in an efficient and professional manner, we may need to share the information we collect from you with unaffiliated parties. In these cases, we strive to work only with those businesses that adhere to the same high standards of client service and privacy that we do. We will maintain legal agreements with unaffiliated parties to require that they safeguard your privacy. We restrict access to your nonpublic, personal information to only those employees, agents and unaffiliated parties who need to know the information in order to process your transactions or to provide services or products to you or us. Of course, if you ask us to provide your information to a trusted third party such as your accountant or attorney, we are glad to oblige. Additionally, on some occasions we may disclose information because we are legally required to do so or in other legally limited circumstances.

We maintain physical, electronic, and procedural safeguards that comply with applicable federal standards to guard your nonpublic, personal information. We regularly evaluate our technology in an effort to ensure that the safeguards we have in place maintain a high level of security and confidentiality for your personal information.

If you have any questions about our Privacy Policy, please do not hesitate to contact us.

For purposes of our Privacy Policy, we refer to our and our affiliates consumers and customers as 'you' and to the Hedge Harbor companies listed above as "Hedge Harbor," "firm," "company," "we" or "us." Our Privacy Policy also applies to our former customers.