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Privacy Policy

WHAT DOES ALMANACK INVESTMENT PARTNERS, 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 and income
  • Account balances and payment history
  • Credit history and credit scores
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 Almanack Investment Partners, LLC chooses to share; and whether you can limit this sharing.

Reasons we can share your personal information

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

 

For our marketing purposes—to offer our products and services to you

 

For joint marketing with other financial companies

 

For our affiliates’ everyday business purposes—information about your transactions

 

For our affiliates’ everyday business purposes—information about your creditworthiness

 

For our affiliates to market to you

 

For our non-affiliates to market to you

Do we share?

YES

 

NO

 

NO

 

YES

 

NO

 

NO

 

NO

Can you limit this sharing?

NO

 

WE DO NOT SHARE

 

WE DO NOT SHARE

 

NO

 

WE DO NOT SHARE

 

WE DO NOT SHARE

 

WE DO NOT SHARE

To limit our sharing

  • Call (484)580-2277 our menu will prompt you through your choice(s)
  • Visit us online: www.almanackip.com

Please note:

  • If you are a new customer, we can begin sharing your information 30 days from the date we sent this notice. When you are no longer our customer, we continue to share your information as described in this notice.
  • However, you can contact us at any time to limit our sharing.

Questions?

 

What we do

How does Almanack Investment Partners, 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 buildings.

We educate our employees to treat personal information with care & we work to limit access to this information to individuals who need it for the purposes stated in this notice

How does Almanack Investment Partners, LLC collect my personal information?

We collect your personal information, for example, when you

  • Open an Account or Deposit Money
  • Ongoing Account Maintenance

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 credit worthiness
  • 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.

What happens when I limit sharing for an account I hold jointly with someone else?

Your choices will apply to everyone on your account—unless you tell us otherwise.

Definitions

Affiliates

Companies related by common ownership or control. They can be financial and non financial companies.

  • Gadsden,LLC

Non affiliates

Companies not related by common ownership or control. They can be financial and non financial companies.

Joint marketing

A formal agreement between nonaffiliated financial companies that together market financial products or services to you.

  • Almanack Investment Partners,LLC does not jointly market.

Other important information

We maintain standards to protect your personal information, whether written, spoken, or electronic. Our goal is to maintain accurate, up-to-date client records in accordance with industry standards. We attempt to keep information current and complete.

We recognize and respect the privacy concerns of our potential, current, and former clients. We strive to safeguard your personal information. We are sending you this Notice of Privacy Policy for informational purposes and will update and distribute it as required by law.