- 6400 S Fiddlers Green Cir, Ste 300, Greenwood Village, CO 80111
- Virtual appointments | Flexible time zones
Inclinevest, LLC (“Inclinevest” or the “Advisor”) is committed to safeguarding the use of personal information of our clients, prospective clients, and other persons we interact with in the normal course of business (also referred to as “you” and “your”), as described here in this Privacy Policy (“Policy”).
Our relationship with you is our most important asset. We understand that you have entrusted us with your private information, and we do everything we can to maintain that trust. Inclinevest (also referred to as “we,” “our,” and “us”) protects the security and confidentiality of the personal information we have and implements controls to ensure that such information is used for proper business purposes in connection with the management or servicing of our relationship with you.
Inclinevest does not sell your non-public personal information to anyone. Nor do we provide such information to others except for discrete and reasonable business purposes in connection with the servicing and management of our relationship with you, as discussed below.
Details of our approach to privacy and how your personal non-public information is collected and used are set forth in this Policy.
We are required by SEC Regulation S-P and applicable state privacy laws to provide you with this notice describing our privacy policies and practices, including how we collect, share, and protect your non-public personal information.
Registered Investment Advisors (“RIAs”) must share some of your personal information in the course of managing their relationship with you and/or servicing your account. Federal and state laws give you the right to limit some of this sharing and require RIAs to disclose how we collect, share, and protect your personal information.
To safeguard your personal information from unauthorized access and use, we maintain physical, procedural, and electronic security measures. Our technology vendors provide security and access control over personal information and have policies over the transmission of data. Our associates are trained on their responsibilities to protect clients’ personal information.
We require third parties that assist in providing our services to you to protect the personal information they receive from us.
An RIA shares client personal information to effectively implement its services. In the section below, we list some reasons we may share your personal information.
| Basis for Sharing | Do we share? | Can you limit? |
|---|---|---|
|
Servicing our Clients We may share non-public personal information with non-affiliated third parties such as administrators, brokers, custodians, regulators, other financial institutions, software vendors, attorneys, or accountants as necessary for us to provide agreed-upon services to you, consistent with applicable law, including but not limited to processing transactions, general account maintenance, and responding to regulators or legal investigations. |
Yes | No |
|
Marketing Purposes Inclinevest does not disclose, and does not intend to disclose, personal information with non-affiliated third parties to offer you services. Certain laws may give us the right to share your personal information with financial institutions where you are a customer and where Inclinevest or the client has a formal agreement with the financial institution. We will only share information for purposes of servicing your accounts, not for marketing purposes. |
No | Not Shared |
|
Authorized Users Your non-public personal information may be disclosed to you, and we only share it with persons you authorize or your representatives. |
Yes | No |
|
Information About Former Clients Inclinevest does not disclose and does not intend to disclose non-public personal information to non-affiliated third parties with respect to persons who are no longer our clients. |
No | Not Shared |
We provide this Policy initially and annually thereafter as required for each client for as long as a client maintains an ongoing relationship with us.
Periodically, we may revise this Policy and will provide our clients with a revised Policy if the changes materially alter the previous Privacy Policy. We will not, however, revise our Privacy Policy to permit the sharing of non-public personal information other than as described in this notice unless we first notify our clients and provide each client with an opportunity to prevent the information sharing.
Non-clients may request a copy of our current Policy by contacting us or visiting our website at www.inclinevest.com.
Our website uses cookies and similar tracking technologies to ensure the site functions properly, remains secure, and provides a good user experience. A cookie is a small text file that a website saves on your computer or mobile device when you visit the site.
Because our website is designed for informational purposes, we keep our use of cookies to a minimum. We utilize the following types of cookies:
These cookies are required for the basic operation and security of our website. They allow the website to load properly on your device and protect against spam or malicious activity. You cannot opt out of these cookies, as the website cannot function properly without them.
We may use basic analytics tools, such as those provided by our website host, to collect anonymous, aggregated data about how visitors use our site. This includes counting page views and understanding which pages are most popular. This data helps us improve our website and does not identify you personally.
In some cases, we may use third-party services such as embedded videos, maps, or newsletter signup forms that may place their own cookies on your device. We do not control these third-party cookies, and their use is governed by the respective privacy policies of those providers.
You have the right to decide whether to accept or reject non-essential cookies. Most web browsers automatically accept cookies, but you can usually modify your browser settings to decline cookies or alert you when a cookie is being placed.
To manage your cookie preferences, please refer to the “Help” or “Settings” section of your specific web browser, such as Chrome, Safari, Edge, or Firefox. Please note that if you choose to disable essential cookies, some features of our website may not function properly.
You may ask questions or voice any concerns, as well as obtain a copy of our current Privacy Policy, by contacting us at (720) 306-1620.
