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.