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DaneVest Capital LLC is committed to protecting your privacy. We are providing you with this privacy notice to inform you of how we handle your personal information that we collect and may disclose to our affiliates. This privacy policy supersedes any of our previous policies relating to the information you disclose to us.

Why This Privacy Policy Applies to You
You are receiving this notice because you may obtain a financial product or service from or through us for personal, family or household purposes if you acquire an interest from the Company.

What We Do To Protect Your Personal Information
We protect personal information provided to us according to industry standards of security and confidentiality. These standards apply to both our physical facilities and any online services we may provide. We maintain safeguards that comply with federal standards to guard consumer information. We permit only authorized individuals who are trained in the proper handling of individual investor information, and who need to access this information to do their job, to have access to your personal information.

Personal Information That We Collect and May Disclose
As part of providing you with our products and services, we may obtain nonpublic personal information about you from the following sources:

  • Information we receive from you on subscription agreements or other forms, such as your name, address, telephone number, Social Security number, occupation, assets, income and investment expertise;
  • Information about your transactions with us, our affiliates, or unaffiliated third parties, such as your account balance and payment history;
  • Information from public records we may access in the ordinary course of business.
  • Such information will be used by us only in connection with servicing your financial needs.

Categories of Affiliates to Whom We May Disclose Personal Information
We may share personal information about you with our affiliates. With regard to our service providers, we will ensure that all agreements or contracts contain provisions that they will preserve the confidentiality of our customers’ information and that the information may only be used for the specific purpose of providing services on our behalf.

We do not otherwise provide information about you to outside firms, organizations or individuals except to our attorneys, accountants, other personnel involved in the closing and paperwork process of our transactions, and auditors and as permitted by law. In addition, all of our employees are subject to our internal policies, which are reinforced in our written guidelines, and we maintain physical, electronic and procedural safeguards to protect your nonpublic personal information from unauthorized use.

What We Do With Personal Information about Our Former Customers
If you decide to discontinue doing business with us, we will continue to adhere to this privacy policy with respect to the information we have in our possession about you and your account following the termination of our investor relationship.

Privacy Policy Does Not Apply to Sites to Which We Link
We are not responsible for the privacy policies or the content of sites to which we link. We have no control of the use or protection of information provided by you or collected by those sites. You should familiarize yourself with the privacy policy provided by that third party.

If you have any questions regarding our privacy policy, please call us at (608) 661-1000 or write to us at DaneVest Capital LLC, P.O. Box 7792, Madison, Wisconsin 53707.




P.O. BOX 620037 • MIDLETON, WI 53562 • 608-826-4000

Disclaimer >> Privacy Policy >> ©2008 DaneVest Capital LLC