Your privacy is important to us. WrapManager, Inc., an investment adviser registered with the SEC, has adopted policies and procedures designed to protect our client’s non-public personal information obtained during the course of our relationship. Our Privacy Policy also covers how we collect, use, disclose, transfer and store information about anyone that visits a WrapManager, Inc. managed web site.
Personal information is data that can be used to identify or contact a single person. You may be asked to provide your personal information when in contact with WrapManager. We may also combine it with other information to provide and improve our products, services, content, and advertising. You are not required to provide the personal information that we have requested, but, if you chose not to do so, in many cases we will not be able to provide you with our products or services or respond to any queries you may have.
We also collect data in a form that does not, on its own, permit direct association with any specific individual. We may collect, use, transfer, and disclose non-personal information for any purpose. The following are some examples of non-personal information that we collect and how we may use it:
If we do combine non-personal information with personal information the combined information will be treated as personal information for as long as it remains combined.
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:
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.
WrapManager collects information in an effort to fulfill our fiduciary responsibility and to best serve our clients. The information gathered helps us to:
The information we collect generally includes:
WrapManager, Inc. restricts access to non-public personal information to those employees and service providers who need to know such information to provide requested services. 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.
WrapManager’s websites, online services, interactive applications, email messages, and advertisements may use “cookies” and other technologies such as pixel tags and web beacons. These technologies help us better understand user behavior, tell us which parts of our websites people have visited, and facilitate and measure the effectiveness of advertisements and web searches. We treat information collected by cookies and other technologies as non‑personal information. However, to the extent that Internet Protocol (IP) addresses or similar identifiers are considered personal information by local law, we also treat these identifiers as personal information. Similarly, to the extent that non-personal information is combined with personal information, we treat the combined information as personal information for the purposes of this Privacy Policy.
WrapManager also uses cookies and other technologies to remember personal information when you use our website, online services, and applications. Our goal in these cases is to make your experience with WrapManager more convenient and personal. For example, knowing your email lets us autofill forms next time you request a report or eBook. And knowing your contact information, hardware identifiers, and information about your computer or device helps us provide you with better customer service.
If you want to disable cookies, please check with your provider for specific instructions.
As is true of most financial services, we gather some information automatically and store it in log files. This information includes Internet Protocol (IP) addresses, browser type and language, Internet service provider (ISP), referring and exit websites and applications, operating system, date/time stamp, and clickstream data.
We use this information to understand and analyze trends, to administer the site, to learn about user behavior on the site, to improve our product and services, and to gather demographic information about our user base as a whole. WrapManager may use this information to improve our marketing and advertising services.
In some of our email messages, we use a “click-through URL” linked to content on the WrapManager website. When customers click one of these URLs, they pass through a separate web server before arriving at the destination page on our website. We track this click-through data to help us determine interest in particular topics and measure the effectiveness of our customer communications. If you prefer not to be tracked in this way, you should not click text or graphic links in the email messages.
Pixel tags enable us to send email messages in a format customers can read, and they tell us whether mail has been opened. We may use this information to reduce or eliminate messages sent to customers.
If you have questions or comments about this Privacy Notice, or about how your data is processed, please Contact Us here.
Effective date: June 1, 2017
(800) 541-7774 Toll-free
(415) 541-9760 Fax
By Mail
WrapManager, Inc.
319 Miller Avenue
Mill Valley, CA 94941
Important Disclosure | Privacy Policy WrapManager, Inc., 319 Miller Avenue, Mill Valley, CA 94941 (800) 541-7774 toll-free | (415) 541-9760 fax | Click to email us © 2023 WrapManager, Inc. All Rights Reserved. WrapManager is an SEC-registered investment adviser. (1) qualified investors are those with $500K or more in investable assets