MVM Advisors LLC Privacy Policy
At MVM Advisors LLC (“MVM,” “we,” or “us”), your privacy and the security of your personal information are of utmost importance. This Privacy Policy explains how we collect, use, disclose, and safeguard your personal information, and outlines your rights and options.
We do not sell, rent, or trade your personal information. We are committed to earning and keeping your trust by maintaining the highest standards of confidentiality and transparency.
How to Use This Privacy Policy
This policy covers:
The types of personal information we collect and why
When and how we share information
Your rights around data deletion and marketing opt-outs
How to contact us with questions or concerns
Key Definitions
Affiliates: Companies related by common ownership or control.
Non-Affiliates: Companies not related by common ownership or control. MVM does not share your information with non-affiliates for marketing purposes.
Joint Marketing: A formal agreement between non-affiliated companies to market products or services together. MVM does not share your information for joint marketing.
What We Collect and Why
Depending on your relationship with us, the information we collect and our reasons for collecting it may vary.
| Description | What We Collect | Why We Collect It |
|---|---|---|
| VisitorsIndividuals visiting our public website without logging in or using services | IP address, cookie data, browser and location info | To improve site security and performance; to understand user interests; to evaluate marketing efforts |
| UsersIndividuals creating an account or using our services | Name, email, phone, financial data (optional), planning inputs (optional) | To deliver services and dashboards; to provide support; to offer eligible consultations |
| Advisory ClientsClients using our wealth management services | SSN, address, employment details, family info | To open investment accounts; to meet legal and regulatory requirements; to provide personalized advice |
How We Use & Protect Your Information
“Personal Information” means any information that identifies you personally, such as your name, contact details, Social Security number, government ID, or financial credentials.
Please note: MVM does not collect or have access to your custodian account passwords.
We may also collect non-personally identifiable information through your interaction with our services, such as usage data and technical metadata (see the Visitor section below).
For Visitors to Our Site
When you browse our website or download our tools, you’re considered a Visitor. Here’s what we collect and why:
Please note: MVM does not collect or have access to your custodian account passwords.
We may also collect non-personally identifiable information through your interaction with our services, such as usage data and technical metadata (see the Visitor section below).
| Information | Why We Collect It | Can You Limit It? |
| Cookies | To recognize returning visitors and enhance user experience | Yes – through browser settings |
| Third-party tags/cookies | To measure marketing effectiveness | Yes – through browser settings; full opt-out may require not visiting our sites |
| IP Address | To deliver web content and analyze traffic | No – standard for all internet activity |
| Browser Metadata | To ensure compatibility and performance across devices | No – sent automatically by your browser |
Your Rights & Choices
Opt-Out of Marketing: You may opt out of marketing communications at any time.
Data Deletion: You may request deletion of your personal information, subject to legal and regulatory requirements.
Please note: MVM does not collect or have access to your custodian account passwords.
We may also collect non-personally identifiable information through your interaction with our services, such as usage data and technical metadata (see the Visitor section below).
This privacy policy may be updated periodically. Please review it regularly for changes.
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