At Proficio Capital Partners LLC (“Proficio”), we respect your privacy. We have a Website Privacy Policy, which explains Proficio’s practices pertaining to the collection of information on our website, and we have a general Privacy Policy, which explains how we safeguard the confidential information provided to us by our current, prospective and former clients.

These policies are effective as of September 2019. We may change these policies at any time.



Currently, we do not collect any personally identifiable information about visitors to our website.  Your names, address, phone number, social security number or email address are personally identifiable information. If you choose to email people at Proficio using links available on our website and provide us with personally identifiable information in that fashion; we will collect your email address to enable us to reply to those emails and any other information you provide in order to respond to you.

Our website uses “cookies” technology, through which small amounts of data are sent to your computer from our web server and stored on your computer’s hard drive. This data anonymously identifies you as a unique user when visiting our website and helps us in the ongoing maintenance of our website. This technology does not provide us with any information about your name, address, phone number or email address, or any other personally identifiable information.

Proficio also uses Google Analytics.  Google Analytics uses the cookies from our website to track your usage data. Please go to the following link located at or any other URL that Google may provide from time to time) to learn about the information Google collects and how you can control the information Google collects.


We do not share any information we collect from this website with anyone outside of Proficio and Google without your knowledge and permission except when required by a valid subpoena or court order, or as otherwise permitted or required by law.


Our website contains links to websites controlled and maintained by third parties. We do not have any control over these websites, and we assume no liability or responsibility for such sites, content generated by other parties contained in them, or the way third parties may use the information collected on their sites. Our Website Privacy Policy does not govern the use of information collected on third party websites.


If you become Proficio’s client, you will provide and Proficio will collect, personal information about you.  What does Proficio do with your personal information?  Federal law gives us the right to use and share your personal information in certain ways.  Federal law gives you 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.

What do we collect from our clients? We collect the following types of personal information about you: (a) Social Security number, (b) Financial circumstances, (c) Your name, address and phone number and those of your family members, (d) Account balances and account transactions and other assets you hold, and (e) Your investment objective and experience.  Our policy is to keep this information confidential and strictly safeguarded and to use or disclose it only as needed to provide services to you or as required by law. Your privacy is important to us. We do not sell this information to anyone.

We need to share your personal information to run our everyday business purposes to process your transactions, communicate to your custodian, maintain your account and store your data.  We are unable to service you as a client if you limit this type of information sharing.  We do not share your data with third parties for marketing purposes without your permission. We do not engage in formal joint marketing agreements with other companies to market financial products or services to you and we will not share your data with a non-affiliate to market to you.

Proficio protects your personal information from unauthorized access and use and we use security measures that comply with federal law. These measures include computer safeguards and secured files and buildings.  We collect your personal information, for example, when you: (a) Sign our investment management agreement, (b) Open an account with a custodian through us, or (c) Provide us with wire instructions.