Privacy Policy

Home » Privacy Policy

Altrius Capital Management Privacy Policy

(This version of the privacy policy in effect as of April 2025)

General

Altrius Capital Management is committed to respecting the privacy of consumers and its customers, including visitors to our websites. This Privacy Policy sets out how we collect, use, and share personal information.

Any changes to this privacy policy will be posted at https://www.altrius-capital.com/privacy-policy/. You can also access this Privacy Policy via our homepage and from the bottom of every page by clicking on the appropriate link in the footer.

Altrius Capital Management is registered with the U.S. Securities and Exchange Commission (the “SEC”) as an investment adviser and is required to comply with SEC Regulation S-P (“Reg. S-P”), as well as the U.S. Gramm-Leach-Bliley Act of 1999 (the “GLB Act”). Reg. S-P and the GLB Act require Altrius Capital Management to have policies and procedures in place to protect the security and confidentiality of the non-public personal information of consumers and customers, and to provide a privacy notice describing our privacy policies and procedures.

Use of Altrius Capital Management’s website constitutes acceptance of this Privacy Policy. The continued use of Altrius Capital Management’s website following the posting of changes constitutes your acceptance of such changes.

Glossary

  • “Consumer” – an individual or an individual’s legal representative that obtains or has obtained a financial product or service to be used primarily for personal, household or family purposes. A person becomes a consumer even if a questionnaire or application is withdrawn or denied or an advisory agreement does not become effective.
  • “Customer” – a consumer that has an ongoing relationship with Altrius Capital Management, whereby Altrius Capital Management is providing one or more financial products or services to the consumer (e.g., an advisory client of Altrius Capital Management).
  • “Nonpublic personal information” – All personally identifiable financial information. While the GLB Act excludes publicly available information (e.g., a list of persons and their publicly listed telephone numbers), nonpublic personal information does include any list, description or other grouping of consumers (and publicly available information pertaining to them) derived using any nonpublic personally identifiable financial information that is not publicly available information.

What information Altrius Capital Management collects

Altrius Capital Management collects the following information:

  • Altrius Capital Management collects information from individuals who request informational materials, including name, address, telephone number, email address and investment-related questions.
  • Altrius Capital Management may record and/or monitor phone calls and electronic communications for quality assurance and training purposes.
  • Altrius Capital Management collects information provided orally and in writing via email, mail, online or in person from prospective clients, clients, prospective employees and employees.
  • Our websites use cookies and other online tracking technologies to collect and share technical information, such as data reflecting IP address, browser used to view the website, operating system, resolution of screen, location, language settings in browser, the site directing to our site, keywords searched, clickstream data, the number of page views, inferences drawn from any personal information etc.

How Altrius Capital Management uses and shares information collected

Altrius Capital Management may combine personal information collected and use the information for the following reasons:

  • Internal record keeping.
  • To improve products and services.
  • For quality assurance and training purposes.
  • To follow up, either by email, phone or mail, with people who have requested information and/or materials.
  • To periodically send promotional email or mail about services, recent developments or other information individuals may find interesting using the email address or mailing address provided when requesting information.
  • To optimize and personalize marketing.
  • To access certain special features or areas of this website.
  • To evaluate prospective employees for positions, and to employ its personnel.
  • To analyze the financial situation of prospective clients and to provide investment advisory and management services to clients.
  • As otherwise permitted by law.

Altrius Capital Management discloses information externally as permitted or required by law to affiliates, vendors, and regulatory agencies, or where individuals have provided permission.

How to contact Altrius Capital Management

If you have any questions or concerns regarding this Privacy Policy, Altrius Capital Management can be contacted as follows:
Email: info@altrius.us
Phone: (201) 399-0580

Altrius Capital Management
ATTN: Chief Compliance Officer
3940 Peninsular Drive, Suite 230
Grand Rapids, MI 49546

Please ensure that full name and address are provided in exactly the form in which it was originally provided to Altrius Capital Management to avoid any possible confusion with a different individual.
To unsubscribe from Altrius Capital Management’s email communications, send an email to info@altrius.us. Please type “UNSUBSCRIBE” in the subject field and include the email address where you received the content, along with any additional email addresses you would like suppressed. We will do our best to prevent you from receiving our email content in the future.

Security

In order to prevent unauthorized access or disclosure, Altrius Capital Management has put in place suitable physical, electronic and managerial procedures to safeguard and secure information. Nevertheless, due to the nature of the Internet and Internet technologies, security and privacy risks cannot be eliminated, and Altrius Capital Management cannot guarantee that information will not be disclosed in ways not otherwise described in this privacy policy.

Other Websites

The Altrius Capital Management website may contain links to enable users to visit other websites of interest easily. However, once users have used these links to leave this site, users should note that Altrius Capital Management does not have any control over that other website. Therefore, Altrius Capital Management cannot be responsible for the protection and privacy of any information which users provide while visiting such sites and such sites are not governed by this Privacy Policy. Individuals should exercise caution and look at the privacy and cookie policies applicable to the website in question.

California & Oregon Residents Only

California and Oregon residents have rights relating to their personal information described in the chart below. A California or Oregon resident with questions about our privacy policies should contact us by email at info@altrius.us. A California or Oregon resident with a disability seeking privacy information in an alternative format should contact us in the same manner. For other contact information, refer to “How to contact Altrius Capital Management” above.

Information Collected and How it is Used

Altrius Capital Management obtains information used for marketing purposes directly from individuals who request informational materials, through cookies and other online tracking technologies, from existing clients and other referral sources, and from list vendors that gather and sell identifying information. Employment-related information is obtained from third party recruiters, employee referrals, directly from individuals, and background check providers. Information relating to non-financial services is obtained directly from individuals.
Altrius Capital Management discloses personal information to service providers and/or data processors as defined under applicable law for the business purposes identified in the above. Altrius discloses personal information to regulatory agencies, law enforcement authorities, and other third parties when required or authorized by law. Altrius discloses email addresses and electronic network activity information to certain advertising and analytics partners, including social media platforms. These third parties use the information to show you ads targeted to your interests. This type of disclosure is defined as “selling” or “sharing” or “targeted advertising” under California and Oregon law. You may block web browser analytics by enabling the Global Privacy Control setting in your browser.

Information used in connection with investment advice, investment management, and other financial services is collected pursuant to the GLB Act and Reg. S-P, directly from prospective clients and clients and from other authorized sources, such as securities account custodians. The privacy notice required by the GLB Act (described above) explains how Altrius Capital Management shares this information.

Altrius Capital Management uses and discloses sensitive personal information only for the purposes allowed by California law.

Altrius Capital Management does not knowingly “sell” or “share” the personal information of California residents under 16 years of age, as those terms are defined in California law.

Altrius Capital Management retains personal information for internal use in accordance with applicable law and for as long as it is needed to establish, exercise, or defend any legal claims.

California and Oregon residents may exercise the following rights in relation to the personal information that Altrius Capital Management holds about them. California and Oregon residents have the right to:

  • Request disclosure of the categories of personal information collected, specific pieces of personal information collected, categories of sources, purposes for collecting and using, and categories of third parties to whom the information is disclosed, “sold” or “shared,” as those terms are defined in California and Oregon law.
  • Request deletion of their personal information.
  • Request correction of inaccurate personal information.
  • Not be discriminated against for exercising their rights with respect to personal information.

To exercise these rights, California and Oregon residents or their authorized agents should call (201) 399-0580. Requests must include sufficient information to verify the requester’s identity, including name, email, phone, and zip code. Deletion and correction requests will require additional confirmation. For requests submitted by agents, proof of authority, such as a copy of a valid power of attorney, will generally be required. Altrius Capital Management will confirm receipt of a request within 10 days and respond within 45 days.