Privacy Policy Notice

Maintaining your trust and confidence is among our highest priorities. We recognize that protecting the privacy and security of our clients is an important responsibility. That’s why we at Kalorama Wealth Strategies want you to understand how we protect your privacy when we collect and use information about you, and the steps that we take to safeguard that information.

The Privacy Policy of Kalorama Wealth Strategies

Kalorama Wealth Strategies has adopted this policy with recognition that protecting the privacy and security of the personal information we obtain about our clients is an important responsibility. We also know that you expect us to service you in an accurate and efficient manner. To do so, we must collect and maintain certain personal information about you. We want you to know what information we collect and how we use and safeguard that information.

What Information We Collect

We collect certain nonpublic personal identifying information about you (such as your name, address, social security number, etc.) from information that you provide on applications or other forms as well as communications (electronic, telephone, written or in person) with you or other authorized representatives (such as your attorney, accountant, etc.). We also collect information about your brokerage accounts and transactions (such as purchases, sales, account balances, inquiries, etc.).

What Information We Disclose

We do not disclose the nonpublic personal information we collect about our clients to anyone except: (i) in furtherance of our business relationship with them and then only to those persons necessary to effect the transactions and provide the services that they authorize (such as broker-dealers, custodians, independent managers, etc.); (ii) to persons assessing our compliance with industry standards (e.g., professional licensing authorities, etc.); (iii) our attorneys, accountants, and auditors; or (iv) as otherwise provided by law.

We are permitted by law to disclose the nonpublic personal information about you to governmental agencies and other third parties in certain circumstances (such as third parties that perform administrative or marketing services on our behalf or for joint marketing programs). These third parties are prohibited to use or share the information for any other purpose. If you decide at some point to either terminate our services or become an inactive client, we will continue to adhere to our privacy policy, as may be amended from time to time.

Security of Your Information

We restrict access to your nonpublic personal information to those employees who need to know that information to service your account. We maintain physical, electronic and procedural safeguards that comply with applicable federal or state standards to protect your nonpublic personal information.

Web Site:

Kalorama Wealth Strategies uses Google Analytics (the “Service”) to obtain information about visitors to our web site. Through our web server, the Service uses a cookie to collect anonymous traffic data. (A cookie is a piece of data placed on your hard drive by our Web server.) We use the data to track and target the interests of our web site users so that we can enhance the usefulness of our web site.

Kalorama Wealth Strategies will not (and will not allow any third party to) use the Service to track or collect personally identifiable information of Internet users, nor will Kalorama Wealth Strategies (or will Kalorama Wealth Strategies allow any third party to) associate any data gathered from our web site(s) (or such third parties' web site(s)) with any personally identifying information from any source as part of our use (or such third parties' use) of the Service. Kalorama Wealth Strategies will comply with all applicable laws relating to the collection of information from visitors to our website(s).

Newsletter subscription form. If you choose to subscribe to our e-mail newsletter, we ask for contact information (including name and e-mail address) in order to fulfill this request.

Referral service. If you use our “Tell A Friend!” referral service to tell a friend or colleague about our web site, we will ask you for your and that person's name and e-mail address. Kalorama Wealth Strategies will automatically send this person a one-time e-mail that invites them to visit the web site. This information is used for the sole purpose of sending this one-time e-mail.

Outside Links. Our web site contains links to other sites. Kalorama Wealth Strategies is not responsible for the privacy practices of these other sites. We encourage you to read the privacy statements of any other site which collects personal information.

Changes to our Privacy Policy or Relationship with You

Our policy about obtaining and disclosing information may change from time to time. We will provide you notice of any material change to this policy before we implement the change.

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