When you invest with Optura Advisors, you share your nonpublic personal and financial information with us. We understand you are entrusting us to protect this information. We collect only the information necessary to provide you with the investment advisory services for which you hired us. This information is shared only with select business partners associated with the delivery of our products and services. These companies are not authorized to use or share the information for any purpose other than to help us serve you. We do not sell this information to any third party. We do not share information about you, or our former clients, with our affiliates or service providers or other third parties except on the limited basis permitted by law. It is necessary for us to have your personal information so that we know how to contact you in order to answer questions, or to respond to your requests for information from us. We do not sell lists of our clients, nor do we disclose client information to marketing companies. We do not share information with other companies. The exception being those companies hired to provide specific services for us. We collect only the information necessary to deliver our products and services. If you have any questions about our privacy policy, please call 415-968-9269 or email us at info@opturaadvisors.com and we will be happy to assist you.