Privacy and Security

Privacy and Security
How We Use and Protect Personal Information
Protecting your privacy is very important to us. We value your trust. We want you to understand what information we collect, how we protect it and how we may use it. We treat Nonpublic Personal Information ("NPI") with respect and in accordance with this Privacy Policy.
• We do not sell information about you.
• We do not share your information for marketing purposes.

Information We May Collect
We may obtain NPI to provide you with the services you have requested. We may collect NPI from you, from your transactions with us, and from outside parties. This NPI may include:
• Your name, address, phone number, social security number, e-mail address, assets and accounts with others
• Your transactions and experiences with us and our affiliates, or with outside companies, such as brokerage and custodial arrangements and your relationship with your Investment Professional
• Information relating to your employment, income, finances and other personal characteristics.

Information We May Disclose
We may disclose NPI only in certain instances. The service providers and others to whom we disclose NPI are obliged to use it only for the purposes stated.

Privacy Policy Notifications
We provide our Privacy Policy at the start of the client relationship. If you are no longer a client, we will follow our then current Privacy Policy, but we will not send you further notices.

Change in Privacy Policy
We reserve the right to change our Privacy Policy at any time. If we broaden our data sharing practice, we will provide current clients with a revised notice describing our new policy.

Our Security Procedures
We maintain physical, electronic and procedural protections designed to protect and prevent unauthorized access to NPI. Employees who violate our Privacy Policy are subject to disciplinary action.

Online Privacy and Security
In addition to the Privacy Policy outlined above, the following privacy and security principles apply when you visit us on our web site or communicate with us electronically.

Online information and collection
• You can visit our web site without telling us who you are and without revealing anything about yourself, including your e-mail address. However, web servers collect the name of the domain you used to access the Internet, such as We may also collect the web site you came from and visit next.
• We may measure the number of visits, average time spent and other data about visitors to our web site. We may use this data to monitor site performance and to make the site easier and more convenient to use. We may use this data in the course of delivering an advertisement to you. We may also summarize data about our customers, sales, traffic patterns and services. These statistics may be provided to third parties.

• Cookies are small pieces of data stored on your computer. We use cookies to measure web site usage and enhance it. We may use cookies to remember your user name so you do not have to re-enter it each time you visit our web site. With the help of cookies, we may provide you with customized offerings that may be of interest to you. You can set your computer’s Internet browser to notify you when your computer receives a cookie. You can also prevent your computer from receiving cookies. If you set your browser to not accept cookies, you will limit the functionality we can provide you when you visit our web site.

Do Not Track Signals
• Certain web browsers may have the ability to provide Do Not Track (DNT) signals to web sites. Savos does not respond to DNT signals. 

Links to other Web Sites
• We are not responsible for the information collected by other web sites if you link to them from our web site. We cannot guarantee how those sites use cookies or whether they place cookies on your computer that may identify you. You should carefully review the privacy policies of each web site you visit to understand how it collects and uses information.

E-mail Communications
• We may send you e-mail communications that may be useful to you, including information about our products and services or third parties. You will be given the option to not receive such e-mail messages.

• We use encryption and authentication tools to protect information we gather on our web site. However, e-mail communications from other web sites may not be protected. If you are sending us confidential information, you may want to send it by regular mail.

Visitors and Registered Users
• As a visitor to our web site, you may have access to certain features without telling us who you are or revealing any information about yourself. We will not gather any information about you when you are using these features. We may require you to become a registered user in order to gain access to and use other features. Once you become a registered user, we may collect personal information when you use our web site.

This Privacy Policy replaces all previous notices and statements.

This Privacy Policy applies only to Savos, AssetMark, Inc. and AssetMark Trust Company. This Privacy Policy does not apply to other financial service providers, such as your Investment Professional. Review the privacy policies of those companies to understand how they collect, use and disclose NPI.