Emancipare Investment Advisors LLC

Privacy Policy Statement

Why?Financial companies choose how they share your personal information. Federal law gives consumers (our clients and prospective clients) the right to limit some but not all sharing. Federal law requires      us to tell you how we collect, share, and protect your personal information. Please read this notice carefully to understand what we do.
What?The firm collects personal information about consumers from the following sources:

ü Information provided to us to complete financial plans or investment recommendations;

ü Information provided through engagement agreements and other documents completed in connection with the opening and maintenance of an investment account;

ü Information provided verbally; and

ü Information received from service providers, such as custodians, about investment account transactions.

How?Financial companies often need to share consumers’ personal information to run their everyday business. In the section below, we list the reasons financial companies can share their consumers’ personal information, the reasons Emancipare Investment Advisors chooses to share, and whether   you can limit this sharing.
Reasons we can share your personal informationDoes Emancipare     Investment Advisors share?Can you limit this sharing?
For our everyday business purposes — such as to process    your transactions, maintain your account(s), respond to court orders or legal investigationYesNo
For our internal marketing purposes — to offer our services to youYesNo
For joint marketing with other financial companiesNoYes
For our affiliates everyday business purposes — information about your transactions and experiencesNo – We do not share this with affiliatesYes
For our affiliates to market to youNo – We do not share this with affiliatesYes
For non-affiliates to market to youNoWe do not share
What we do
How does Emancipare Investment Advisors protect my personal information?To protect your personal information from unauthorized access and use, we use security measures that comply with state or federal law, as appropriate. These measures include computer safeguards and secured files and buildings. We also maintain procedural safeguards to protect your personal information.
How does Emancipare Investment Advisors collect my personal information?We collect your personal information when you engage our advisory firm

When you open, make a deposit or withdrawal from your investment account managed by our firm

When you use a check to pay our firm

We do not collect your personal information from others such as credit bureaus, affiliates, or other companies

Why can’t I limit all sharing?Federal law gives you the right to limit only

sharing for affiliates’ everyday business purposes

affiliates from using your information to market to you

sharing for non-affiliates to market to you

State laws and individual companies (i.e., your insurance company, etc.) may give you additional rights to limit sharing.

AffiliatesCompanies related by common ownership or control. They can be financial and non-financial companies.

Emancipare has a financial coaching affiliate called Money Coach Group

Non-AffiliatesCompanies not related by common ownership or control. They can be financial and non-financial companies.

Emancipare may share client data with Dubsado, our digital CRM and workflow solution, but they will not market to you.

Emancipare’s investment management clients’ data must be shared with our custodians Altruist Financial LLC and Apex Clearing Corporation to serve client investment accounts, but they will not market to you. 

Joint MarketingA formal agreement between non-affiliated financial companies that together market financial products or services to you.

ü We do not engage in joint marketing arrangements

We will provide you with our privacy policy on an annual basis and at any time, in advance if our firm privacy policies are expected to change.

Emancipare Investment Advisors LLC
9 N Main St #432
Nazareth, PA 18064