| MISSOURI VALLEY PARTNERS,
INC.
Privacy Policy for Individual Clients
Dear Client:
Missouri Valley Partners, Inc. (“MVP”) is a registered
investment adviser offering investment management services to institutional
and individual clients across the United States. MVP is providing
this notice to you to comply with the Securities and Exchange Commission’s
Privacy Regulations for Investment Advisers and to let you know
what kinds of information we collect and how we treat this information.
The Collection of Information
MVP collects nonpublic personal information about you from sources
such as:
- Information we receive from you on Investment Advisor Agreements,
through correspondence or communications; and
- Information about your transactions with us.
“Nonpublic personal information” is nonpublic information
about you that we obtain in connection with providing a financial
product or service to you. For example, your address; social security
number; information regarding your investment goals and risk tolerances;
account history; transaction details; security positions; and asset
valuations.
Information Sharing
MVP does not disclose any nonpublic personal information about
you to anyone, except at your direction and as may be necessary
to implement your transactions with us, or as required by law. Nonpublic
information includes all nonpublic financial and personal information
obtained from you in connection with our providing our services
to you.
If you decide to close your account(s) with MVP, we will continue
to adhere to the privacy policies and practices as described in
this notice.
Information Safeguarding
MVP restricts access to your personal and account information to
those employees who need to know that information in order to provide
investment advisory services to you. MVP also maintains physical,
electronic and procedural safeguards to guard your personal financial
information. |