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Who’s talking about WrapManager:
Any money management or investment advisory firms listed on this website are not related entities of WrapManager, Inc. and are listed for convenience and informational purposes only. The listing of a money manager on this website does not imply a solicitation or recommendation of the money manager. WrapManager, Inc. is responsible only for the content of this website and it has no control over other websites that may be accessible from this website, the contents therein or the products/services offered by third parties. Hyperlinks to or from this website do not constitute third party endorsement of, sponsorship by or affiliation with WrapManager, Inc.
WrapManager, Inc., an investment adviser registered with the SEC, has adopted policies and procedures designed to protect our clients non-public personal information obtained during the course of our relationship.
Non-Disclosure of Client Information
WrapManager, Inc. maintains safeguards to protect each client’s personal information. We do not share your personal information with any nonaffiliated third parties, except in the following circumstances:
As necessary to provide the service that you have requested or authorized, or to maintain and service your account, including but not limited to other professional advisors and /or service providers (i.e. attorney, accountant, insurance agent, broker-dealer, investment advisor, account custodian, administrative service providers, etc.); and
As required by regulatory authorities or law enforcement officials who have jurisdiction over WrapManager, Inc., or as otherwise required by any applicable law; and
To the extent reasonably necessary to prevent fraud and unauthorized transactions; and
Employees are prohibited, either during or after termination of their employment, from disclosing, accessing, holding non-public personal information to any person or entity outside WrapManager, Inc., including family members, except under the circumstances described above.
Because it is our policy not to share information outside of these circumstances, no opportunity to opt out is provided.
Why We Collect Information
WrapManager collects information in an effort to fulfill our fiduciary responsibility and to best serve our clients. The information gathered helps us to:
Identify your investment objectives
Administer your account on an ongoing basis
Comply with certain laws and regulations
Categories of Nonpublic Personal Information that We Collect
The information we collect generally includes:
Information we receive from you during discussions or on applications or other forms you complete as part of the account opening process. This generally includes information such as your name, address, age, tax identification, income level, assets, investment objectives and goals, risk tolerance and investment experience; and
Information about your transactions with us or others; and
Other information gathered to assist us in upholding our fiduciary duty to you.
Safeguarding and Disposal of Client Information
WrapManager, Inc. restricts access to non-public personal information to those employees who need to know such information to provide services to our clients. WrapManager maintains physical, electronic, and procedural safeguards to protect your personal information. If you decide to close your account(s) or become an inactive customer, we will adhere to the privacy policies and practices as described in this notice.