Privacy Policy

March 15, 2025

Investment advisers are required by law to inform their clients of their policies regarding privacy of client information.We are bound by professional standards of confidentiality that are even more stringent than those required by law.Federal law gives the customer the right to limit some but not all sharing of personal information. It also requires us totell you how we collect, share, and protect your personal information.

TYPES OF NONPUBLIC PERSONAL INFORMATION (NPI) WE COLLECT

We collect nonpublic personal information about you thatis  either  provided  to  us  by  you  or  obtained  by  us  withyour authorization. This can include but is not limited toyour Social  Security  Number,  Date  of  Birth,  BankingInformation, Financial Account Numbers and/orBalances, Sources of Income, and Credit Card Numbers orInformation.  When  you  are  no  longer  our  customer,  wemay continue to share your information only as describedin this notice.

PARTIES TO WHOM WE DISCLOSE INFORMATION
  • For everyday business purposes – such as to process your transactions, maintain your account(s), respond to  court  orders  and  legal  investigations,  or report  to credit bureaus;
  • For our marketing – to offer our products and services to you;
  • For joint marketing with other financial companies
    • eCIO does not share your information through joint marketing
  • For our  affiliates’ everyday  business purposes–information about your transactions and experiences and information about your creditworthiness;
    • eCIO does not have any affiliates
  • For affiliates and non-affiliates to market to you.
    • eCIO  does  not  share  your  information to non-affiliates for marketing purposes.

If  you  are  a  new  customer  we  may  begin  sharing  your information on the day you sign our agreement. When you are no longer our customer, we may continue to share yourinformation as described in this notice. However, you cancontact us at any time to limit our sharing.

PROTECTING THE CONFIDENTIALITY OF CURRENT AND FORMER CLIENT’S INFORMATION

To protect your personal information from unauthorized access and use, we use security measures that comply with federal law, including computer safeguards and secured files and building.

THE RIGHT TO LIMIT SHARING – OPTING OUT AND OPTING IN

Federal law allows you the right to limit the sharing of your NPI  by  “opting-out”  of  the  following:  sharing  for  non-affiliates’ everyday business purposes – information about your creditworthiness; or  sharing  with  affiliates  or  non-affiliates who use your information to market to you. State laws  and  individual companies may give you additional rights to limit sharing. Please notify us immediately if you choose to opt out of these types of sharing.

DEFINITIONS: Affiliates – companies related by common ownership or control. They can be financial and non-financial companies; Non-affiliates- companies not related by common ownership or control.  They  can  be financial and non-financial companies; Joint marketing – a formal
agreement between non-affiliated financial companies that together market financial products or services to you; Service provider – a person
or company who assists our firm in administering, processing, or servicing a client’s account

Please call if you have any questions. Your privacy, our professional ethics, and the ability to provide you with quality financial services are very important to us.

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Privacy Policy

For eCIO's ADVs and Client Relationship Summary click here.

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eCIO, Inc (“eCIO”) is a registered investment adviser with the Securities and Exchange Commission, located in Madison, Wisconsin. eCIO may only transact business in those states in which it is registered, or qualifies for an exemption or exclusion from registration requirements. eCIO’s web site is limited to the dissemination of general information pertaining to its advisory services, together with access to additional investment-related information, publications, and links. Accordingly, the publication of eCIO’s web site on the Internet should not be construed by any consumer and/or prospective client as eCIO’s solicitation to effect, or attempt to effect transactions in securities, or the rendering of personalized investment advice for compensation, over the Internet. Any subsequent, direct communication by eCIO with a prospective client shall be conducted by a representative that is either registered or qualifies for an exemption or exclusion from registration in the state where the prospective client resides. For information pertaining to the registration status of eCIO, please contact the state securities regulators for those states in which eCIO maintains a registration filing. A copy of eCIO’s current written disclosure statement discussing eCIO’s business operations, services, and fees is available at the SEC’s investment adviser public information website – www.adviserinfo.sec.gov or from eCIO upon written request. eCIO does not make any representations or warranties as to the accuracy, timeliness, suitability, completeness, or relevance of any information prepared by any unaffiliated third party, whether linked to eCIO’s web site or incorporated herein, and takes no responsibility therefor. All such information is provided solely for convenience purposes only and all users thereof should be guided accordingly.

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