When you become a client of Shearwater Capital LLC ("SC"), you entrust us with personal and financial data. We consider your personal data to be private and confidential, and we maintain the highest standards of trust and fiduciary duty in their use and safekeeping.
SC does not sell or give information about you or your SC accounts to any other company, individual, or group. SC will only use information about you and your SC accounts to help us better serve your investment needs or to suggest services or educational materials that might be of interest to you.
SC will not release information about you or your SC accounts unless:
- We receive your prior written consent.
- We believe the recipient to be you or your authorized representative.
- We are required by law to release information to the recipient.
SC recommends that you do not provide your user name or password to anyone for any reason. If you choose to provide this information to a third party, you do so at your own risk. SC will not be responsible for any misuse of the information or resulting loss to you.
Our site contains links to other websites. We are not responsible for the privacy practices or the content of such other sites.
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