Privacy Policy
FACTS
WHAT DOES MACROVIEW INVESTMENT MANAGEMENT LLC DO WITH YOUR PERSONAL INFORMATION?
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
- assets and transaction history
- investment experience and risk tolerance
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 Macroview Investment Management LLC chooses to share and whether you can limit this sharing.
Reasons we can share your personal information |
|
Can you limit this sharing? |
For our everyday business purposes–
|
Yes |
No |
For our marketing purposes–
|
Yes |
No |
For joint marketing with other financial companies |
No |
We don’t share |
For our affiliates’ everyday business purposes–
|
No |
We don’t share |
For our affiliates’ everyday business purposes–information about your creditworthiness |
No |
We don’t share |
For nonaffiliates to market to you |
Yes |
Yes |
To limit our sharing
Questions? Call 301-907-6795 or contact dcohen@Macroviewim.com
What We Do
How does Macroview Investment Management LLC 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 offices.
How does Macroview Investment Management LLC collect my personal information?
We collect your personal information, for example, when you
- open an account or give us contact information
- enter into an investment adviser contract or give us your income information
- tell us about your investment or retirement portfolio
We also collect your personal information from other companies.
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 nonfinancial companies.
- Macroview Investment Management LLC has no affiliates
Nonaffiliates
Companies not related by common ownership or control. They can be financial and nonfinancial companies.
Joint marketing
A formal agreement between nonaffiliated financial companies that together market financial products or services to you.
- Macroview Investment Management LLC doesn’t jointly market
Other Important Information
No mobile information will be shared with third parties/affiliates for marketing/promotional purposes. All other categories exclude text messaging originator opt-in data and consent; this information will not be shared with any third parties