Verde Capital Management (“Verde,” “we,” “us,” or “our”) respects your privacy and is committed to handling information responsibly. This Privacy Policy explains how information may be collected, used, retained, and shared when you visit our website, submit information through a form, interact with our digital content, or otherwise use website features that link to this policy.
This website Privacy Policy applies to information collected through the website and related digital services. It does not replace any separate privacy notice, advisory agreement, regulatory disclosure, or other document provided to current or prospective clients as part of a financial advisory relationship.
Information You Choose to Provide
We may collect information that you voluntarily provide through website forms or other direct interactions. Depending on what you choose to submit, this may include your name, contact details, preferred method of communication, financial interests, questions, goals, service interests, and other information included in your message.
Please do not submit account numbers, passwords, Social Security numbers, tax documents, detailed financial statements, or other highly sensitive information through a general website form. If additional information is needed, a member of the Verde team can explain the appropriate method for providing it.
Information Collected Automatically
When you use the website, certain technical and usage information may be collected automatically through cookies, pixels, tags, analytics tools, advertising technologies, server logs, and similar methods. This information may include:
- Internet Protocol address
- Browser and device type
- Operating system
- Approximate geographic area
- Referring and exit pages
- Pages viewed and links selected
- Date, time, and duration of visits
- Website interactions and navigation patterns
- Cookie, device, session, or advertising identifiers
This information generally helps us understand how visitors use the website, evaluate content and marketing performance, maintain website functionality, improve the user experience, and identify technical or security issues. Depending on the service and configuration involved, this information may be aggregated, pseudonymous, or associated with a browser, device, or online identifier.
Analytics and Advertising Services
We may use Google Analytics and other Google services to measure website traffic, understand how visitors interact with pages, evaluate marketing activity, and improve the website. These services may use cookies or similar technologies to collect information about visits, devices, sessions, and interactions.
We may also use digital advertising services to measure campaign performance, understand whether advertising resulted in a website visit or inquiry, create audiences for future advertising, or display more relevant messages. These services may process online identifiers and information about activity on this website and other websites or digital services, subject to their own settings, policies, and applicable law.
Information collected through analytics and advertising tools is not used by Verde as a substitute for information you intentionally provide, and visiting a page does not create a financial advisory relationship.
Cookies and Similar Technologies
Cookies are small files stored by a browser or device that can help a website remember information, maintain functionality, measure activity, and support advertising or analytics. Similar technologies may include pixels, tags, local storage, software development kits, or device identifiers.
You may be able to control cookies through your browser, device settings, advertising preferences, or any consent controls made available through the website. Blocking certain technologies may affect website functionality or the ability to measure how the website is used.
How We Use Information
We may use information collected through the website to:
- Respond to questions, requests, and form submissions
- Determine which Verde service or team member may be most relevant
- Schedule or prepare for an initial conversation
- Provide requested information or educational content
- Operate, maintain, secure, and improve the website
- Understand website traffic and content performance
- Measure and improve advertising and marketing efforts
- Prevent fraud, misuse, unauthorized activity, or security incidents
- Maintain business and regulatory records
- Comply with legal, regulatory, or professional obligations
- Protect the rights, safety, property, and interests of Verde, website visitors, clients, and others
Information voluntarily submitted through a form may be retained so the Verde team can respond, maintain an appropriate record of the communication, understand prior interactions, and follow up when reasonably related to the request.
How Information May Be Shared
We may share information with service providers that help us operate the website, manage communications, provide hosting or security, analyze traffic, support advertising, maintain business systems, or perform other services on our behalf. These providers may process information only as necessary to perform their functions and are subject to their own contractual and legal obligations.
Information may also be disclosed:
- When required by law, regulation, court order, subpoena, or lawful government request
- To respond to regulatory, examination, audit, or compliance obligations
- To investigate or prevent fraud, misuse, security threats, or unlawful activity
- To protect the rights, property, safety, or interests of Verde or others
- In connection with a merger, acquisition, financing, reorganization, sale of assets, or similar business transaction
- With your direction or consent
Verde does not disclose nonpublic personal information about advisory clients except as permitted or required by law and as described in the applicable client privacy notices and agreements.
Financial Privacy and Advisory Relationships
As a registered investment adviser, Verde is subject to regulatory requirements concerning the protection and appropriate handling of certain consumer and client information. When you become an advisory client or provide information in connection with an advisory relationship, additional privacy notices, agreements, safeguards, and recordkeeping requirements may apply.
The information practices governing an advisory relationship may differ from the general website practices described here. Current and prospective clients should review any privacy notice, Form ADV disclosure, advisory agreement, or other document provided directly by Verde.
Data Retention
We retain website and form information for as long as reasonably necessary to respond to requests, support business operations, maintain appropriate records, meet legal and regulatory obligations, resolve disputes, enforce agreements, and protect the website and firm.
Different categories of information may be retained for different periods. Information may also remain in backups, archives, compliance records, security logs, or systems maintained by service providers for a period after active use ends.
Information Security
Verde maintains administrative, technical, and physical safeguards designed to protect information from unauthorized access, use, alteration, or disclosure. The safeguards used may vary based on the sensitivity of the information and the systems involved.
No website, internet transmission, storage system, or security practice can guarantee absolute protection. Visitors should use reasonable care when transmitting information online and avoid submitting highly sensitive financial or identification information through general website forms.
Your Choices
You may choose not to submit personal information through the website. You may also be able to limit cookies or similar technologies through browser settings, device controls, advertising preferences, or website consent tools.
Depending on your location and applicable law, you may have rights concerning access, correction, deletion, restriction, or other treatment of certain personal information. Requests may be submitted through Verde’s Contact page. Verde may need to verify your identity before responding and may retain information when required or permitted by law, regulation, contractual obligations, or legitimate business needs.
Third-Party Websites and Services
The website may include links to third-party websites, platforms, custodians, media, forms, social networks, or other external services. Verde does not control the privacy, security, availability, or content practices of those third parties.
Visiting or interacting with a third-party service is subject to that provider’s policies and terms. Review those materials before submitting information or using the service.
Children’s Privacy
This website is intended for a general adult audience and is not directed to children. Verde does not knowingly use the website to solicit personal information from children under 13. A parent or guardian who believes a child has submitted information may use the Contact page to request review of the matter.
Changes to This Policy
Verde may revise this Privacy Policy as website features, service providers, business practices, legal requirements, or regulatory expectations change. The current version will be posted on this page, and the effective date may be updated when material revisions are made.
Privacy Questions
Questions, requests, or concerns regarding this Privacy Policy or Verde’s website information practices may be submitted through the Contact page. Please avoid including sensitive account, identity, tax, or financial information in a general inquiry.
