Privacy Policy

Entelechy LLC recognizes the importance of protecting our current, former, and potential clients’ privacy. We have policies to maintain the confidentiality and security of your nonpublic personal information. The following is designed to help you understand what information we collect from you and how we use that information to serve you effectively.

Information We May Collect

If you visit our website, your web browser automatically sends us (and we may retain) information such as the:

  • Internet domain through which you access the Internet;
  • Internet Protocol address of the computer you are using;
  • Type of browser software and operating system you are using;
  • Date and time you access our site;
  • The Internet address of the site from which you linked directly to our site; and
  • Certain demographic and interest information as provided by Google Analytics.

We will use this information as aggregate data to help us maintain this site, e.g., to determine the number of visitors to different sections of our site, to ensure the site is working properly, and to help us make our site more accessible and useful.
We will not use this information to identify individuals, except for site security or law enforcement purposes.
We will not obtain personally-identifying information about you when you visit our site, unless you choose to provide such information.

Cookies

We may use cookies in order to customize this site for return visitors. These cookies are not required for site functionality. Additionally, third-party widgets such as YouTube may install cookies depending on their configuration. You are not required to accept any cookies to use this site.

Google Analytics

We use a tool called “Google Analytics” to collect information about use of this site. Google Analytics collects information such as how often users visit this site, what pages they visit when they do so, and what other sites they used prior to coming to this site.  Google Analytics also collects certain demographic and interest information through our use of Google Analytics Demographics and Interest Reporting via Google Analytics Advertising Features. We use the information we get from Google Analytics only to improve this site, our services, and marketing strategy. We do not combine the information collected through the use of Google Analytics with personally identifiable information. Although Google Analytics plants a permanent cookie on your web browser to identify you as a unique user the next time you visit this site, the cookie cannot be used by anyone but Google. Google’s ability to use and share information collected by Google Analytics about your visits to this site is restricted by the Google Analytics Terms of Use and the Google Privacy Policy. You can prevent Google Analytics from recognizing you on return visits to this site by disabling cookies on your browser.

Potential Clients

We may collect personal information such as name, address, telephone number and other optional information you may provide, such as your age, financial goals and objectives, investable assets, risk tolerance, income information and other financial planning information about your household should you opt to engage with our site. We will not collect this information unless you specifically choose to provide it, e.g., submitting an application to become a client, joining our email newsletter, etc.

Clients

In the normal course of business, we may collect the following types of information:

  • Information you provide to us to complete your financial planning;
  • Information you provide to us in agreements, account applications, and other documents completed in connection with the opening and maintenance of your accounts;
  • Information you provide to us orally; and
  • Information we may receive from third parties, such as brokerage firms, about your transactions with us or with others.

How We Use Your Information That We Collect

Any and all nonpublic personal information that we receive with respect to our current, former, and potential clients who are natural persons is not shared with nonaffiliated third parties which are not service providers to us without prior notice to, and consent of, such persons, unless otherwise required by law. In the normal course of business, we may disclose the kinds of nonpublic personal information listed above to nonaffiliated third party service providers involved in servicing and administering products and services on our behalf.

Additionally, we may disclose such nonpublic personal information as required by law (such as to respond to a subpoena) or to satisfy a request from a regulator and/or to prevent fraud. Without limiting the foregoing, we may disclose nonpublic personal information about you to governmental entities and others in connection with meeting our obligations to prevent money laundering including, without limitation, the disclosure that may be required by the Uniting and Strengthening America Act by Providing Appropriate Tools Required to Intercept and Obstruct Terrorism (USA PATRIOT) Act of 2001 and the regulations promulgated thereunder. In addition, if we choose to dispose of our current, former, and potential clients’ nonpublic personal information that we are not legally bound to maintain, then we will do so in a manner that reasonably protects such information from unauthorized access.

Confidentiality and Security

We restrict access to nonpublic personal information to those employees and agents who need to know that information to provide products and services to our current, former, and potential clients. We maintain physical, electronic and procedural safeguards to protect our current, former, and potential clients’ nonpublic personal information. We respect and value that you have entrusted us with your private financial information, and we will work diligently to maintain that trust. We are committed to preserving that trust by respecting your privacy as provided herein.

If you have any questions regarding this privacy notice, please contact us.