Advice Matters.
Our Committment to your Privacy

Financial companies choose how they share your personal information. At Evanston Advisors, we only use your information to provide the business services you ask us to provide. 

Federal law requires us to tell you how we collect, share, and protect your personal information, both when you become a client and every year there-after. Please read this notice carefully to understand what we do.

What information do we collect?

The types of personal information we collect and share depend on the service(s) you have with us. This information can include:

  • Income
  • Employment and residential information
  • Social security number 
  • Cash balance
  • Security balances
  • Transaction detail history
  • Investment objectives, goals, and risk tolerance
How do we collect your personal information?

We collect your personal information, for example, when you:

  • Establish an investment advisory relationship
  • Contract for financial planning services
  • Open an account or deposit money with custodians
  • Purchase or sell securities with executing broker-dealers

We also collect your personal information from others, such as custodians, broker-dealers, or other companies.

When do we share your information?

All financial companies need to share customers' personal information to run their everyday business. Evanston Advisors only shares your information to provide the services you have asked us to provide or as otherwise legally required. 

We share information for business purposes such as managing customer accounts, providing investment advisory and financial planning advice,  processing securities transactions, and otherwise providing financial services to you.

Evanston Advisors does not have business affiliates and does not share your information with non-affiliates for marketing purposes.

Sharing Information:
Reasons Financial companies can share your personal information Does Evanston Advisors share? Can you limit this sharing?
For everyday business purposes, such as to provide advice, process your transactions, and maintain your account(s) Yes No
For marketing purposes, to offer products and services to you No We do not share
For joint marketing with other financial companies No We do not share
For affiliates' everyday business purposes, information about your transactions and experiences No We do not share
For affiliates' everyday business purposes, information about your creditworthiness No We do not share
For affiliates to market to you No We do not share
For non-affiliates to market to you No We do not share

Please Note: When you close your account, this policy continues to apply to you.

How do we protect your 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.