Privacy

We recognize that protecting the information you provide to Athena Capital Advisors LLC (“Athena”) is extremely important, and it is a responsibility that we take very seriously. This Privacy Policy sets forth how Athena treats and uses the information you provide or that we may obtain from other sources. Please read the description below as it sets forth our information collection practices, how we utilize your personal information and other important information.

 

Information We Collect

We collect nonpublic personal information about you from the following sources:

  1. Information we receive about you on applications and other forms including subscription documents, questionnaires and online registration forms. This information may include your name, address, telephone number, e-mail address, social security number, income and other financial data, investment experience, etc.
  2. Information about your transactions with us, our affiliates and others.
  3. Information we receive about you from third parties such as your accountants, lawyers, financial planners and/or their service providers.

 

Disclosure of Your Information

Except as described in this Privacy Policy, Athena will not, without your authorization or direction, disclose, distribute, sell or otherwise provide a third party with any personal or financial information about you, whether you are our current or former client.

We may share information about you with affiliated or nonaffiliated third parties, solely for the purpose of assisting us in providing services to you, and otherwise as permitted by law. However, such affiliated and nonaffiliated third parties are restricted from using your information for any other purpose.

If there is a change to our Privacy Policy, the new policy will be posted on our website, www.athenacapital.com, and attached to any notice of such change, with a visible effective date.

 

Confidentiality and Security

We restrict access to nonpublic personal information about you to those employees and third parties who need to know that information to assist us in providing services to you.

Only authorized employees of Athena and certain service providers (such as our accountants and lawyers) will have access to your personal information.

Your security is important to us. We use 128-bit Secure Sockets Layer (SSL) encryption technology to protect your information. This is the current industry standard for secure Internet transactions.

Please do not hesitate to contact us if you have any questions about our Privacy Policy.