1. We will safeguard, according to strict standards of security and confidentiality, information that includes such items as your name, address, social security number, financial assets and other personal information required to open, maintain, and manage your account, and we will conduct our business in a manner that keeps personal client information secure.
2. All personal information we receive will come directly from you. The collection and use of personal client information is limited to the minimum required to maintain and manage your account.
3. It is the policy of Embark and ETF Model Solutions, LLC that personal client information (both current and former clients) will not be shared for any purpose, unless the disclosure has been requested by the client or is authorized or required by law.
4. To keep your account information up-to-date and accurate, please contact us if there is any change in your personal information.
For questions about our policy, or for additional copies of this notice, please email [email protected]. Advisory Services provided by ETF Model Solutions, LLC, W6272 Communication Ct., Appleton, WI 54914-8531.