Privacy Policy

Privacy is a top priority with us. You trust us enough with your personal and financial information and we in turn will take all necessary steps to assure you this information is kept private.

We collect nonpublic personal information about you from the following sources:
- Information we receive from you on applications or other forms
- Information about your transactions with us or others.

Krauss Whiting Capital Advisors LLC does not disclose any nonpublic information about you to anyone except as specifically requested by you or permitted by law. Only those persons who need to do so as part of their job responsibilities are authorized to have access to your information. We do not sell client lists or individual client information. Krauss Whiting LLC maintains physical, electronic, and procedural safeguards to protect your nonpublic personal information.

We strive to maintain complete and accurate information about you and your accounts. If you believe that our records are incomplete or inaccurate, please let us know immediately and we will correct any inaccuracies. If you decide to close your account(s) or become an inactive client, we will adhere to the privacy policies and practices as described in this notice. We are committed to protecting our clients' right to privacy and we will make every effort that this right is not jeopardized.