Privacy Policy

Claris Advisors, LLC (“Claris Advisors”) is committed to client confidentiality and to protect your privacy. The following information is provided, as required by law, to help you understand our privacy policy and how we will handle and maintain confidential personal information as we fulfill our obligations to protect your privacy. “Personal information” refers to the nonpublic financial information obtained by Claris Advisors in connection with carrying out our services.

Information We Collect

Claris Advisors collects personal information as part of our relationship to you to provide client services and fulfill legal and regulatory requirements. The type of information Claris Advisors collects may include:

  • Information Claris Advisors receives from you on forms (such as name, address, Social Security number, profile documents, assets and income.)
  • Information you provide Claris Advisors directly about your personal finances or personal circumstances or which Claris Advisors may receive from brokerage statements or other information you authorize Claris Advisors to receive.

Information Disclosed in Administering Products and Services

Claris Advisors will not disclose personal information about current or former clients to nonaffiliated third parties except as permitted or required by law. Claris Advisors does not sell any personal information about you to any third party. Claris Advisors will not disclose personal information without your authorization, except as required or permitted by law.

Procedures to Protect Confidentiality and Security of Your Personal Information

Claris Advisors has procedures in place that limit access to personal information to those employees who need to know such information in order to perform business services. In addition, Claris Advisors maintains physical, electronic and procedural safeguards to guard your nonpublic personal information.

Claris Advisors will update its policy and procedures when necessary to ensure that your privacy is maintained and that Claris Advisors conducts business in a way that fulfills our commitment to you. If Claris Advisors makes any material changes in its privacy policy, we will make that information available to clients through our web site and/or other communications.

“Most investors, both institutional and individual, will find the best way to own common stocks is through an index fund that charges minimal fees.”

Warren Buffet
Renowned Investor

Upcoming Events See All