Our Commitment to Privacy

Valerium Capital Partners appreciates the seriousness and sensitivity of the personal and financial information provided to us by our clients. We are committed to protecting our clients' interests and to maintaining the confidentiality of such information.

Information That We Collect

We are required to collect specific information from you, per law and/or regulatory rules. This information may include, but is not necessarily limited to: name, address, social security number, birth date, telephone numbers, marital status, investment objectives, annual income, investment experience, employment, number of dependents, risk tolerance, specific financial goals and objectives, and various other items of information a client may wish to share with us to promote an overall understanding of the client's financial profile.

Account Transaction Information

Records are maintained on all transactions in your accounts including, but not limited to, the security involved, date of transaction, amount of purchase, price, and dollar amount of the transaction, deposits and withdrawals, and transfers into and out of the account.

Valerium's Policy on Confidentiality and Third Party Access

We do not disclose our clients' personal and financial information to third parties, other than to our custodian, and such disclosure is for the establishing and servicing of clients' accounts.

 We require confidentiality agreements from all employees and/or contract service providers, and only those parties directly involved with the servicing of accounts are allowed access to those accounts.

 We do not sell or rent client lists or the personal or financial information of our clients. Our policy applies to all current and past clients.

Shared Information

If required by law (i.e., subpoena, court order, etc.), we are obligated to provide personal/financial information concerning clients. Government and industry regulatory authorities may require confidential client information and we are required to comply.

Should you wish us to provide your personal information to another entity (i.e., your accountant, your attorney, or any other service organization) we must have your written authorization to do so.