Privacy Policy
Last Modified: 06/01/2026
Why?
Financial companies choose how they share your personal information. Federal law gives consumers the right to limit some but not all sharing. Federal law also 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 types of personal information we collect and share depend on the product or service you have with us. This information may include:
- Social Security Number and Date of Birth
- Income, Net worth and Employment
- Investment Experience, Objectives and Risk Tolerance
- Account transaction information
How?
All financial companies need to share customers' and participants' personal information to run their everyday business. In the section below, we list the reasons financial companies can share their customers' or participants' personal information; the reasons it chooses to share; and whether you can limit this sharing.
| For our everyday business purposes- Such as to process your transactions, maintain your capital account(s), respond to court orders and legal investigations, or report to credit bureaus | Yes | No |
| For our marketing purposes- To offer our products and services to you | Yes | No |
| For joint marketing with other financial companies | No | We do not share. |
| For our affiliates' everyday business purposes- Information about your transactions and experiences | Yes | No |
| For our affiliates' everyday business purposes- Information about your credit worthiness | We do not collect. | We do not collect. |
| For our affiliates to market to you | No | We do not share. |
| For non affiliates to market to you | No | We do not share. |
To limit our sharing
We do not share your information so we do not share your information with affiliates or non-affiliates for marketing purposes.
Please note: If you are a new client, we can begin sharing your information 30 days from the date we sent this notice. When you are no longer a client, we continue to share your information as described in this notice. You may contact us at any time to limit our sharing. Questions? Call 262.650.1030
How does GVCM protect my personal information?
To protect your personal information from unauthorized access and use, we use security measures that comply with federal law. These measures include computer safeguards and secured files and buildings.
How does GVCM collect my personal information?
We collect your personal information, for example, when you:
- Open an account
- Make deposits or withdrawals from your account
- Tell us about your investment portfolio
- Provide account information
- Give us your contact details
Why can't I limit all sharing?
Federal law gives you the right to limit only:
- Sharing for affiliates' everyday business purposes - information about your creditworthiness
- Affiliates from using your information to market to you
- Sharing for non-affiliates to market to you
State laws and individual companies may give you additional rights to limit sharing.
What happens when I limit sharing for a partnership interest I hold jointly with someone else?
Your choices will apply to all parties - unless you tell us otherwise, in writing.
Global View Capital Advisors (GVCA) is an affiliate of Global View Capital Management (GVCM). Advisory services are offered through GVCM, a SEC-registered Investment Advisory firm. Registration as an Investment Advisor does not imply a certain level of skill or training.