PRIVACY DISCLOSURE DOCUMENT
A primary goal of Valeo Financial Advisors, LLC is to protect your privacy.
To conduct regular business, we may collect nonpublic personal information such as:
- Information reported by you on applications or other forms you provide to us;
- Information about your transactions with us, our affiliates, or others.
- Information the firm receives from clients on applications (name, ssn, address, assets, etc.)
As the firm shares nonpublic information solely to service our client accounts, we do not disclose any nonpublic information about our customers or former customers except as permitted by law.
At times, we may disclose nonpublic personal information to affiliated or non-affiliated third parties. We may share any of the information that we collect as described above. We may disclose nonpublic personal information about you to the following types of affiliated or non-affiliated third parties:
- Financial service providers such as broker-dealers, insurance companies, or mortgage brokers
Valeo will internally safeguard your nonpublic personal information by restricting access to only those employees who provide services to you or those who need access to your information to service your account. In addition, we will maintain physical, electronic and procedural safeguards that meet federal and/or state standards to guard your nonpublic personal information.
For questions or concerns, please write to:
Chief Compliance Officer
Valeo Financial Advisors, LLC
9450 N. Meridian Street, Ste 300
Indianapolis, IN 46260