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Privacy Policy

Your privacy is important to us. It is also important that you understand what information we collect about you and what we do with that information. Therefore, MyLoyalAdvisor, Assured Capital Partners, and all associated affiliates (collectively, "we" or “us”) have adopted this Privacy Policy. By accessing this website and any materials presented on it (collectively the “Website”), you are acknowledging and agreeing to be bound by this Privacy Policy. By visiting our website, you agree that we may collect, disclose and use information about you except as expressly provided below. You must review this policy carefully, because if you do not agree with any of its terms, you may not visit our website.

Information We Collect About You

When you transact with us or visit the Website or otherwise interact with us (as a trade counterparty, service provider, contractor or similar basis), we may collect two different types of information about you: (1) information you provide to us; and (2) information we collect through visits to the Website.

Information You Provide To Us

We may collect information from you from a variety of different sources, including correspondence and discussions with you, information we receive from you on applications or other forms or documents you provide to us, and information about your transactions with us, our affiliates or others. This information may include names, addresses, e-mail addresses, social security numbers, tax identification numbers and financial and other information we feel is necessary or useful in evaluating your ability to invest in our funds, in processing and managing your investment, or otherwise in furtherance of our business.

In addition, the use of your access credentials to access any password protected areas of the Website or the Investor Site (as defined in the Usage Agreement set forth on the Website) permits us to identify you and associate you with the personal information you previously provided to us.

We refer to all of this information collectively as your “personally identifiable information”.

Information We Collect Through Visits to the Website - Use of Cookies

Visitors to our website may be assigned a “cookie.” Cookies are small text files sent to your computer browser from our web server and stored on your computer’s hard drive. We use cookies for a variety of purposes, including helping us gather information and provide services to you. For instance, when you return to the Website cookies provide information to the Website so it will remember you and your technology preferences while visiting. Cookies also help us diagnose problems with our web server.

You may always choose to reject our cookies by adjusting the settings of your browser; however, choosing to do so may inhibit your ability to use some of the features of the Website. Each browser is different, so check your browser's "Help" menu to learn how to change your cookie preferences.

We also collect certain information from your computer each time you visit the Website. This information may include (among other things) the Internet protocol (IP) address used to connect your computer to the Internet, the type of computer and browser you are using, and the websites you access immediately before and after you visit the Website. We may use such information to measure activity on the Website, to develop ideas for improving the Website, and for any other purpose. We may freely share this information with third parties so long as it does not contain any of your personally identifiable information. By continuing to visit and use the Website, you are agreeing to our use of cookies.


How We Use Your Personally Identifiable Information

We may use your personally identifiable information to provide services to you, to open an account for you, to process transactions for our funds or your account or otherwise in furtherance of our business. In order to service your account, we may provide your personally identifiable information to our affiliates and to third parties that assist us in servicing your account and have a need for such information. We may also disclose personally identifiable information about you to:

  • Any third party to the extent you authorize us to do so;

  • Our attorneys, accountants and auditors to the extent permitted by law for purposes of preventing fraud, responding to judicial process or a subpoena, or complying with federal, state or local laws rules or regulations; and

  • U.S. or foreign governmental agencies and authorities either directly or through counterparties or other intermediaries.


Except for these limited circumstances set forth in this section, we do not disclose your personally identifiable information.

We may store your personally identifiable information and use it for our own research and other business purposes, and we may associate your personally identifiable information with other information we collect about you.



We endeavor to protect your personally identifiable information. Except as otherwise set forth in this Privacy Policy, we restrict access to personally identifiable information about you to our employees and agents who need to know that information to enable us to provide services to you. We maintain physical, electronic and procedural safeguards to protect your personally identifiable information. However, we will not be responsible or liable for any losses or disclosures of your personal information, other than disclosures that we knowingly make in violation of this Privacy Policy.


Website Links

Our website may contain links to or from other websites. We are not responsible for the privacy practices of other websites. Your visiting those websites is solely at your own risk. This Privacy Policy applies only to the information we collect on the Website; therefore, you should read the privacy policies of any other website you visit.

Changes to this Privacy Policy

We reserve the right, in our sole discretion, to change, modify, add or remove portions of this Privacy Policy at any time without providing any notice. Any such changes are effective immediately and by accessing the Website after we post changes to this Privacy Policy, you acknowledge such changes and agree to be bound by the latest version of this Privacy Policy. Accordingly, we suggest that you review this Privacy Policy periodically for changes.

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