Privacy Policy

We do not disclose in any manner, whether by sale or otherwise, nonpublic personal information about our members, (including present, prospective or former members) to affiliated or non-affiliated third parties except as we are required or permitted by law or as necessary to process a transaction you request.

Other than as disclosed in this notice, we do not release your nonpublic personal information to anyone other than you unless you grant permission to release that information.

We educate our employees to be sensitive to privacy concerns and hold them accountable for violations of Capital Allocation Partners privacy policy. We restrict access to nonpublic personal information about you to those employees who need to know that information to provide products or services to you.

The Capital Allocation Partners privacy practices and policies available at this web site address possible concerns of our members and the general public who may visit this web site, in recognition of the unique nature of electronic media.

"We are determined to achieve industry leadership by creating a winning proposition for the sales professional, their network of relationships, and the investment management firms we represent."