Capital Insight Partners

Privacy Policy

About Us

Capital Insight Partners is a registered investment advisor offering a range of financial services where appropriate to individuals, families, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, select financial advisors and other business entities. To learn more about us, visit our about page.

Client Privacy Policy

This policy addresses our privacy measures for public website visitors only. For our client-specific Privacy Notification, click here. 

What Information We Gather

We may gather certain information, either personal or anonymous, based on your activities or data submitted while browsing our website, in the following formats.

Form information

If you submit a contact form or mailing list signup form on our website, we collect any personal data submitted by you (name, email address, etc).

Statistical information

Our website uses the following tools to collect statistical information about browsing behavior and device or browser information, in order to improve the experience of our website:

To opt out of Google Analytics data collection, you can install this tool.

Google Recaptcha will only collect data upon form submission. By submitting a form, you consent to Google’s terms of use regarding Recaptcha, as dictated in their privacy policy (linked above).

Cookie information

We collect cookies, both directly and through trusted third-parties, in order to improve the performance and user experience on our website. 

Embedded content from other websites

Articles on this site may occasionally include embedded content (e.g. YouTube videos). Embedded content from other websites behaves in the exact same way as if the visitor has visited the other website.

These websites may collect data about you, use cookies, embed additional third-party tracking, and monitor your interaction with that embedded content, including tracking your interaction with the embedded content if you have an account and are logged in to that website.

Links

We sometimes provide links to third-party websites (e.g. Charles Schwab client login portal). While on these sites, these parties may collect information about you. Because we do not control the information policies or practices of these third parties, you should review their privacy policies to learn more about how they collect and use personally identifiable information.

How We Use Your Information

We may use your personal information when we have a valid reason to do so. This includes:

  1. Process and respond to a directly submitted inquiry;
  2. Add you to our mailing list upon form submission;
  3. Personalize services in order to provide a better user experience;
  4. Improve our website experience.

You have the right to request that we cease to use or store your information. See Accessing your data for more information.

How We Protect Your Information

We take the greatest care in the security of your submitted information. Our website uses up-to-date Secure Socket Layers (SSL) encryption in order to protect the transmission of your data upon submission to our servers.

Where your information is stored

Depending on the type of information you have submitted, your data will either be stored securely in a database on our server; or in the database of our trusted third-party partners, if data was directly submitted by you for a particular purpose on our website. These third-party partners include:

  1. MailChimp – for email mailing list subscriptions.
  2. Google – for anonymous statistical information, and/or personalized data (for visitors from outside the EU).
  3. Charles Schwab – for facilitating client administration portal.
  4. Integria – used for internal organizational cloud storage.
  5. Facebook – for statistical and personalization information. 

Information stored by these third-parties is protected by and subject to their privacy policy. You can find their policies at the links below:

Mailchimp     Google     Charles Schwab    Facebook

International Transfers

Due to the multinational locations of our servers, as well as our third-party partners, any information which you consented to provide may be transferred to a location outside of the country or region you are located in. Data will only be transferred to either:

a) our servers;

b) trusted third-party partners, as indicated in the above section, which we determine to have adequate transparency and security parameters in place for the protection, storage and accessibility of your data.

Data breach prevention

Our servers and website infrastructure are kept up to date and secured by a Web Application Firewall (WAF) to protect against a data breach via a third party attack.

In the unlikely event of a breach where your stored data is, or may have been compromised, we will inform you within 24 hours after becoming aware of the data breach, and provide you with our action(s) taken in order to protect your data moving forward.

Note that due to a multitude of different vulnerabilities which are present during the submission of data and are outside of our control (local computer viruses, unsecured/compromised internet connections, etc.), we cannot guarantee and are not responsible for compromised data which occurs during the submission of data and as the result of such factors outside of our control. However, once the data has been submitted and is stored in our infrastructure, we ensure that the data is responsibly held and secured.

Data Controller & Data Protection Officer

The data controller is the organization/entity responsible for the protection of information on and submitted to this website. The Data Controller is Capital Insight Partners. Complaints, concerns or requests should be submitted by email to info@cipinvest.com.

How Long We Store Your Data For

Personal information submitted directly on our website through a form is stored indefinitely, or until manual deletion is requested.

Data collected by Google for statistical and personalization purposes is retained for 50 months before being deleted automatically. More information about Google’s data retention policy can be found here.

Accessing Your Data

If you have submitted data on our site, you have the right to access, change or request erasure of this data at any time. Please contact us to request a file of your submitted personal data. You can also request that we erase any personal data we hold about you.

Google

Our data collected via Google Analytics is anonymized and therefore not personally traceable to you unless you are signed into your account. If you have a Google account, you can request a copy of your information from Google here.

Changes To This Policy

Previous changes to this policy

Any changes to this Policy will be posted directly on this page. We will also inform you when we make these changes, and what changes were made below.

November 14, 2022: Released privacy policy.