Protecting your privacy and your customers’ privacy is important to Perspective Partners, LLC. We consider your information and data to be private and confidential, and we endeavor to hold ourselves to the highest standards of trust and fiduciary responsibility.

This policy covers “Personal Information” which means non public personal information about you, your customers and your relationship with Perspective Partners. This policy also applies to former customers.

Our Policies and Practices to Protect Personal Information 

Keeping financial information secure is one of our most important responsibilities. We maintain physical, electronic, and procedural safeguards designed to protect your Personal Information that comply with industry standards. To attempt to ensure privacy of your information, our applications are located on a secure server. We limit access to Personal Information to our service providers, our employees, our subcontractors, and to our customers or affiliates who use that information to provide products and services to you or to maintain or service those products or services. Our employees are bound by a Client Confidentiality policy and are subject to disciplinary action if they fail to follow this policy. Please note, however, that no transmission over the Internet can be 100% secure nor can we be certain that no one else will violate an obligation of confidentiality.

Collecting Personal Information 

Personal Information we collect, such as names, addresses, email addresses, social security numbers, assets, and investment objectives, comes from information we receive from you through our software, subcontractors, and through other means. 

Personal Information We Disclose and Parties to Whom We Disclose 

Sharing Information 

Through the normal course of business and to better service you, we may share portfolio, account, recommendation and experience information, as well as other general information among our service providers, employees, customers, subcontractors, parent companies or affiliates. In addition, third-party service providers and subcontractors, who are used in connection with Perspective Partners providing its services, may also receive information. We may share Personal Information among our affiliates to better serve your financial needs.

Sharing Information with Non-Affiliated Third Parties 

Except as stated below, we do not disclose any of your Personal Information to anyone, including non-affiliated third parties, except as permitted or required by law (including, for instance, tax reporting to the IRS or pursuant to a court order or subpoena) and to third party service providers and subcontractors as discussed above, or as authorized by you.

However, we may disclose Personal Information to non-affiliated third parties with which we have a business relationship. These non-affiliated third parties are obligated to keep the information that we provide to them confidential and to use the information only to provide the services we have asked them to perform for you and us.


Cookies are pieces of information that a website transfers to an individual’s hard drive for record-keeping purposes. Cookies make web-surfing easier for you, for example, by saving your passwords and preferences while you are at a site. The use of cookies is an industry standard — you will find them at most major web sites.

By showing how and when you use the site, cookies help us see which areas are popular and which are not. Many improvements and updates to the site are based on such data as total number of visitors and pages viewed. This information is most easily tracked with cookies.

We reserve the right to utilize cookies on any of our websites. Should we utilize cookies, we would use them to customize or personalize a user’s experience while visiting one of our web sites. We will not:

  • Use cookies to learn your email address
  • Pull data from your hard drive that was not originally sent to us in a cookie
  • View data in cookies created by other websites
  • Share the information in our cookies or give others access to it except to help us better serve your needs
  • Use cookies to identify specific individuals.

Most browsers are initially set to accept cookies. If you prefer, you can set yours to refuse cookies or to alert you when cookies are being sent. However, it is possible that some parts of the site will not function properly if you do so.