Delaware Avenue Advisors (DAA) is committed to protecting your privacy and maintaining the confidentiality, integrity, and security of the personal information entrusted to us. This policy outlines our handling of personal and non-personal information.

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Non-Personal Information

Our site creates a temporary data file commonly known as a cookie, which allows you to view certain disclosure information. We may track the areas of our website you visit and the website from which you linked to our site. This information is not used by DAA.

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Personal Information

You may visit our site anonymously. However, you may choose to share personal information by completing applications, online forms, or requesting contact. Personal information includes, but is not limited to, your name, address, phone number, and email address. To provide investment advisory services, DAA also collects non-public personal information from forms (Social Security numbers, assets, income) and transaction history (account balances and positions).

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Security & Encryption

All information submitted through our website is protected by industry-standard SSL/TLS encryption in transit and AES-256 encryption at rest.

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While DAA has taken all reasonable measures to protect the information entered and accessed on our website, internet connections cannot be guaranteed to be 100% secure. DAA cannot be held liable for unintentional disclosure of information. We maintain physical, electronic, and procedural safeguards in compliance with SEC and New York State standards.

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Sharing of Information

DAA does not sell your personal information. Your information will not be shared with unaffiliated third parties except:

• To process a transaction or service your account

• When required by law or regulatory authorities.

• To service providers who are legally bound to maintain confidentiality.

 

Access to Web Portals & Third-Party Links

PLEASE NOTE: Information provided via external links is strictly a courtesy. When you link to any other website, you are leaving the DAA website. DAA makes no representation as to the completeness or accuracy of information provided at these sites. DAA is not liable for any technical issues or consequences arising from your use of third-party technologies or websites. You assume total responsibility and risk for your use of external links.

 

Changes to This Policy

DAA may make future changes to this privacy policy. Any updates will be reflected on this website. We will provide an annual notice of our Privacy Policy to current clients as required by regulation.