Privacy Policy

EMA limits access to information about you to entities affiliated with EMA, our employees and authorized agents who need to know that information in order to provide requested services to you. For example, we may share a limited amount of information about you with a brokerage firm in order to execute securities transactions on your behalf or, with your prior authorization, your accountant or attorney so that we can discuss your financial situation with them.

We will not disclose your personal information to any other source, except when authorized by you or when we believe in good faith that we are required to do so by law or in order to protect our rights or property. We do not sell your personal information to anyone. We are not responsible for the privacy policies or the content of any website that we link to, and EMA has no control over the use or protection of information provided by you or collected by those websites. Whenever you elect to link to another website, you may be asked to provide registration or other personal information. Remember, the information you are providing is going to a third-party and not EMA, and you should familiarize yourself with the privacy policy provided by that third-party.

It is your responsibility to confirm and maintain the accuracy and completeness of your account information. Please contact us at any time at info@efficient-portfolios.com or (858) 847-0690 to discuss or update your account information. You have complete control over the emails you receive from us. You may discontinue any category of email communications by notifying us by email at info@efficient-portfolios.com or by calling (858) 847-0690 and telling us which emails you do not wish to receive.

Personally identifiable information about you will be maintained by EMA during the time you are a client and for the required time thereafter pursuant to federal or state securities laws. After this time, all such information will be destroyed.

 

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