Privacy Policy
MONOTELO WEALTH PARTNERS, INC.
FACTS
WHAT DOES MONOTELO 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
- Investment experience and risk tolerance
- Assets and account transactions
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 clients’ personal information to run their everyday business. In the section below, we list the reasons financial companies can share their clients’ personal information; the reasons MONOTELO chooses to share; and whether you can limit this sharing.
Reasons we can share your personal information | Does MONOTELO share? | Can you limit this sharing? |
|---|---|---|
For our everyday business purposes — such as to process your transactions, maintain your account(s), respond to court orders and legal investigations, or report to credit bureaus | Yes | No |
For our marketing purposes —
to offer our products and services to you | Yes | No |
For joint marketing with other financial
companies | Yes | No |
For our affiliates’ everyday business purposes — information about your transactions and experiences | No | We don’t share |
For our affiliates’ everyday business purposes — information about your creditworthiness | No | We don’t share |
For our affiliates to market to you | No | We don’t share |
For non-affiliates to market to you | No | We don’t share |
Who we are
Who is providing this notice?
Monotelo Wealth Partners, Inc (MONOTELO), a registered investment adviser.
What we do
How does MONOTELO 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 MONOTELO collect my personal information?
How does MONOTELO collect my personal information?
- Open an account
- Provide account information
- Seek advice about your investments
- Tell us about your investment or retirement portfolio
- Enter into an investment advisory contract
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 non-affiliates 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.
- MONOTELO’s affiliates include: Monotelo Advisors, Inc..
Non-affiliates
Companies not related by common ownership or control. They can be financial and nonfinancial companies.
- MONOTELO does not share with non-affiliates so they can market to you.
Joint marketing
A formal agreement between nonaffiliated financial companies that together market financial products or services to you.
- MONOTELO doesn’t jointly market.