Privacy Policy

At Capital E Advisors, we consider it a privilege to serve your financial needs and we value the trust you have placed in us. As we serve your financial needs, we are committed to safeguarding your personal information.

We hold all personal information provided to us in the strictest confidence. These records include all personal information that we collect from you in connection with the services provided by Capital-E-Advisors, LLC. We have never disclosed information to non-affiliated third parties, except as permitted by law, and do not anticipate doing so in the future. If we were to anticipate a policy change, we would be prohibited under law from making a change without advising you first.

You should also know that we share financial information with others who provide services for our clients only if they agree to abide by our privacy policy.

  • We collect non-public personal information about you from information we receive from you or your primary custodian. This information is typically relayed to us on applications or other forms that you have provided.
  • We limit access to information only to those who have a business or professional reason for knowing.
  • We maintain a secure office and computer environment to ensure that your information is not placed at unreasonable risk.
  • Certain non-affiliated third parties, such as auditors and technology providers, may require access to your personal information. We also require strict confidentiality in our agreements with them and expect them to keep this information private.
  • We do not provide your personally identifiable information to mailing list vendors or solicitors for any purpose. From time to time we may engage an independent third party to conduct anonymous client surveys on our behalf, though we expect such firms to use information we provide for this sole purpose.
  • We assure the secure destruction of private information.

Because privacy matters, we pledge to work together with you to protect and control the security of your confidential financial information.