Privacy Policy

 
 

Sentara Capital, LLC

3225 Shallowford Road NE, Suite 900, Marietta, GA 30062
(770) 509-5305 – contact@sentaracapital.com

PRIVACY POLICY

Investment advisers are required by law to inform their clients oftheir policies regarding privacy ofclient information.
bound by professional standards ofconfidentiality that are even more stringent than those required by law. Federal law gives the customertherighttolimitsomebutnotallsharingofpersonalinformation. Italsorequiresustotell youhowwecollect,share, and protect your personal information.

TYPES OF NONPUBLIC PERSONAL INFORMATION (NPI) WE COLLECT

We collect nonpublic personal information about you that is either provided to us by you or obtained by us with your authorization. This can include but is not limited to your SocialSecurityNumber,DateofBirth, BankingInformation, Financial Account Numbers and/or Balances, and Sources of Income. When you are no longer our customer, we may continue to share your information only as described in this notice.

PARTIES TO WHOM WE DISCLOSE INFORMATION

All Investment Advisers may need to share personal information to run their everyday business. In the section below, we list the reasons that we may share your personal information:

  •   For everyday business purposes – such as to process your transactions, maintain your account(s), respond to court orders and legal investigations, or report to credit bureaus;

  •   For our marketing – to offer our products and services to you;

  •   Forjointmarketingwithotherfinancialcompanies
    If you are a new customer we may begin sharing your

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information on the day you sign our agreement. When you are no longer our customer, we may continue to share your information as described in this notice. However, you can contact us at any time to limit our sharing.

PROTECTING THE CONFIDENTIALITY OF CURRENT AND FORMER CLIENT’S INFORMATION

To protect your personal information from unauthorized access and use, we use security measures that comply with federallaw,includingcomputersafeguardsand securedfiles and building.

FEDERAL LAW GIVES YOU THE RIGHT TO LIMIT SHARING – OPTING OUT

Federal law allows you the right to limit the sharing of your NPI by “opting-out” of the following: sharing for non- affiliates’ everyday business purposes – information about your creditworthiness; or sharing with affiliates or non- affiliates who use your information to market to you. We will not share your information under those circumstances. State laws and individual companies may give you additional rightsto limitsharing. Pleasenotifyusimmediatelyifyou choose to opt out of these types of sharing.

DEFINITIONS: Affiliates – companies related by common ownership or control. They can be financial and non- financial companies; Non-affiliates – companies not related by common ownership or control. They can be financial and non-financial companies; Joint marketing – a formal agreementbetweennon-affiliated financialcompaniesthat together market financial products or services to you.

Please call if you have any questions. Your privacy, our professional ethics, and the ability to provide you with quality financial services are very important to us.