Privacy Notice

Protecting your privacy is extremely important to Eidelman Virant Capital. This privacy notice explains the information we gather, what we do with it, and how we safeguard it.

How we gather information

As part of our relationship as your investment adviser, we collect the information necessary to provide you with financial services to meet your needs. We gather information that you provide us through applications, forms, contracts, personal interviews, etc. The data we collect includes basic personal data such as name, address, phone number, and age. It also includes other information such as your social security number, total assets, annual income, and financial objective.

Once you become a client of Eidelman Virant Capital, we maintain records about your transactions including balances, positions, cost information, etc.

What we do with your information

Eidelman Virant Capital does not sell any customer information to anyone or disclose customer information to marketing companies. We do not disclose any personal information with any affiliated or unaffiliated parties except as required by law, as necessary to protect your personal information from non-key personnel, as authorized by you, or as may be required to carry out the services you request. This applies to both former and current client information. Occasionally, we may ask your permission to share personal information about you.

How we protect your information

Information security is a high priority for Eidelman Virant Capital. We safeguard information by regularly assessing security standards and procedures to protect against unauthorized access to personal information. We limit access to personal information to those employees who need to know this information to provide service to you. They are required to respect confidentiality of all customer information. We maintain physical, electronic, and procedural safeguards that comply with federal standards to protect your personal information.