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Privacy Policy

What does Wolf Group Capital Advisors (WGCA) do with your personal information?


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 can include:

  • Social Security number or taxpayer identification number
  • Home address or email address
  • Assets, income and financial information

When you are no longer our customer, we continue to share your information as described in this notice.


How

All financial companies need to share customers’ personal information to run their everyday business. In the section below, we list the reasons financial companies can share their customers ‘personal information; the reasons chooses to share; and whether you can limit this sharing.


Reasons WGCA can share your personal information

  • For our 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 purposes—to offer our products and services to you
  • For our affiliates’ everyday business purposes—information about your transactions and experiences

You can always limit this sharing.


Reasons WGCA WON'T share your personal information.

  • For non-affiliates to market to you
  • For our affiliates’ everyday business purposes—information about your creditworthiness
  • For joint marketing with other financial companies

Questions? Call 703.502.9500 or go to www.thewolfgroup.com.


Who We Are

Wolf Group Capital Advisors 4401 Fair Lakes Court, Suite 310 Fairfax, VA 22033


What We Do

How does WGCA 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 WGCA collect my personal information?

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

  • open an account or give us your financial  information
  • seek advice about your investments or tell us about your investment or retirement portfolio
  • invest, deposit or withdraw money

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.


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.


Other Important Information

Our relationship with you is one of our most vital assets. We recognize that you have entrusted us with your private financial information, and we will do our utmost to maintain this trust. From time to time, we may amend our privacy policy. You will receive appropriate notice when our privacy policy changes.