Privacy Policy

Our commitment to you:

As an investor with Cornerstone Capital Finance, you have entrusted to our care not only your money but your personal and financial data as well. We recognize that your relationship with us Is based on trust, and that you expect us to act responsibly and in your best interests. Because your personal and financial data are your private information, we hold ourselves to the highest standards in their safekeeping and use.

This means, most importantly, that we do not sell or reveal client information - whether it is your personal information or the fact that you are client of Cornerstone Capital Finance - anyone, unless required by law. Instead, we use your information primarily to complete transactions that you request or to make you aware of services that we offer.

The information we collect about you:

In addition to personal information you provide to us, we may receive information about you that you authorize third parties to provide to us. We also may obtain personal information from third parties in order to verify your identity, to prevent fraud, or to help us identify services that may benefit you.

Personal information collected from any source may include, among other things, your name and address, Social Security or taxpayer identification number, date of birth, assets, income, account balances, investment activity, and accounts at other institutions.

How we handle your personal information:

We do not sell information about current or former clients or their investments to third parties. Nor do we share such information, except when needed to complete transactions at your request or to make you aware of services that we offer.

• In order to complete certain transactions or changes that you direct, it may be necessary to provide identifying information to companies, individuals, or groups that are not affiliated with Cornerstone Capital Finance. For example, if you ask to transfer assets from another financial institution to Cornerstone Capital Finance, we will need to provide certain information about you to that company to complete the transaction.

• In order to alert you to other services that Cornerstone Capital Finance offers, we may share your information within the Cornerstone Capital Finance family of affiliated companies. This would include, for example, sharing your information within Cornerstone Capital Finance to make you aware of new Cornerstone Capital Finance investment offerings.

• In certain instances, we may contract with nonaffiliated companies to perform services for us. Where necessary, we will disclose information we have about you to these third parties. In all such cases, we provide the third party with only the information necessary to carry out its assigned responsibilities and only for that purpose. And we require these third parties to treat your private information with the same high degree of confidentiality that we do.

• Finally, we will release information about you if you limited circumstances (for example, to prevent fraud)

How we protect privacy online:

Our concern for the privacy of our holders naturally extends to those who use our website, www.CornerstoneCapitalOnline.com

• We do not use cookies to pull data from your hard drive, to learn your e-mail address, or to view data in cookies or other similar data files created by other websites. We will not share the Information in these data files or give others access to it - except to help us better serve you.

• When you visit our website, we may collect certain technical and navigational information, such as computer browser type, Internet protocol address, pages visited, and average time spent on our websites. This information may be used, for example, to alert you to software compatibility issues or to resolve technical or service problems, or it may be analyzed to improve our Web design and functionality and our ability to serve you.

How we safeguard your personal information: Within Cornerstone Capital Finance, we restrict access to information about you to those Cornerstone Capital Finance employees who need to know the information In order to perform their jobs. To protect your personal information, we maintain physical , electronic,  and procedural safeguards in keeping with customary standards and practices, and we review and adjust these safeguards regularly in response to advances in technology.

We will keep you informed: We will disclose our privacy policy on our website.  We reserve the right to modify this policy at any time, but rest assured   that if we do change it, we will tell you promptly.

If you have any questions, use the form below.

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