Privacy Policy

Vestra Advisors, LLC is committed to protecting the privacy of the information we obtain about our clients. We do not share nonpublic information (“Information”) we collect about our clients outside of our firm without your consent except for the specific purposes described below, in accordance with all applicable laws. This privacy notice describes the Information we may gather and the circumstances under which we may share it.

Why and How We Gather Information: Our goal is to limit the collection and use of Information we collect from clients to the minimum required to provide the services sought by clients and to administer our business. We get most of our Information directly from you. When you express an interest in or seek services from us, we frequently collect identifying/contact information as well as other information necessary to perform services. We may also collect information about you from the following sources:

• Information we receive from you pursuant to written or oral requests by our firm, including but not limited to questionnaires or documents; and
• Information we receive from third-party data sources.

How We Protect Your Information: All personnel of our firm are required to protect the confidentiality of your Information and to comply with our established policies. They may access Information only when there is an appropriate reason to do so, such as to administer or offer our services. We maintain physical, electronic, and procedural safeguards to protect Information, which comply with all applicable laws. Personnel who violate our Privacy Policy will be subject to disciplinary action.

Disclosure of Information: We do not share Information with any non-affiliated third party except as described below. We only disclose Information when we believe, subject to the client’s prior consent, it is necessary to conduct our business, or where disclosure is required by law. For example, we may disclose Information for audit or research purposes, to attorneys or other professionals, or to law enforcement and regulatory agencies to help us prevent illicit activity

Updating Your Information: Keeping your Information accurate and up to date is very important to us. Please contact us if there is any change in your information

Further Information: We reserve the right to change this Privacy Policy at any time.