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Privacy Policy

Our commitment to protect your privacy.
 

Our Promise to You

As a client of Arcataur, you share both personal and financial information with us.  Your privacy is important to us, and we are dedicated to safeguarding your personal and financial information. 

 

Information Provided by Clients 

In the normal course of doing business, we typically obtain the following non-public personal information about our clients: 

 

  • Personal information regarding our clients’ identity such as name, address and Social Security number;

  • Information regarding securities transactions effected by us; and

  • Client financial information such as net worth, assets, income, bank account information and account balances.

 

How We Manage and Protect Your Personal Information

We do not sell information about current or former clients to third parties, nor is it our practice to disclose such information to third parties unless requested or permitted to do so by a client or client representative or, if necessary, in order to process a transaction, service an account or as permitted by law.  We may, however, share information with outside companies that perform administrative services for us.  However, our arrangements with these service providers require them to treat your information as confidential. 

 

In order to protect your personal information, we maintain physical, electronic and procedural safeguards to protect your personal information.  Our Privacy Policy restricts the use of client information and requires that it be held in strict confidence.

 

Client Notifications

If we change our Privacy Policy with regard to disclosing your confidential information, we are required by law to notify you and provide you a revised notice.  Please do not hesitate to contact us with questions about this notice.

 

For more information, or for additional copies of this Privacy Policy, contact us:
Chief Compliance Officer
Arcataur Capital Management LLC
826 North Plankinton Avenue, Suite 300 Milwaukee, Wisconsin 53203 414-225-8200

 

 

A Message to Our Clients:

 

At Arcataur Capital Management LLC, our relationship with our clients is our most important asset. We understand that you have entrusted us with your personal financial information, and your privacy is important to you. As a result, we are committed to keeping your personal information private, and are dedicated to maintaining the confidentiality of the personal information we have. We are proud to tell you that, unlike some other organizations, we do not sell or rent to anyone the information you have entrusted to us. To help you understand how we protect your personal information, this statement describes our current privacy policy and practices. During the continuation of your relationship with Arcataur Capital Management LLC, we will advise you of our privacy policy and practices at least once annually, as required by law, and at any time there is a material change.