Your Custodian of Today


I. Your Security

Equity Advisor Solutions is committed to ensuring that our clients receive the highest levels of security, both through our Web site as well as internally within our company. With our privacy statement, we want to assure our clients that we have gone to great lengths to protect their personal information. We pride ourselves on not only outstanding client service but the measures that we take to ensure that we are consistently recognized as a company that takes its clients’ privacy very seriously.

II. Informing You About:

  • the type of personal information Equity Advisor Solutions collects about you through this Web site
  • how that information is collected
  • the general purposes for which that information is collected
  • what disclosures of information will be made
  • how, and to what extent, you can limit those disclosures


Assuring You That:

  • reasonable precautions are taken to protect your personal information from loss, misuse, unauthorized access,
    disclosures, alteration or destruction;
  • reasonable policies and procedures are in place to insure that your personal information is kept only for the purposes
    for which it was gathered;
  • you have reasonable access to any personal information you provide; and
  • there is a procedure for correcting or modifying your personal information, if appropriate.


This Web Site is the responsibility of Equity Advisor Solutions, who can be contacted at:
1700 Broadway, Suite 2120, Denver, Colorado 80290.


III. Collecting Data

Internet Data

Some information about your IP address, Web browser, and computer system are automatically transmitted to our Web servers as an integral part of the operation of the Internet. Thus, we reserve the right to automatically collect and/or track:

  • the home server domain names, e-mail addresses, type of client computer, and type of Web browsers of visitors to our Web site.
  • information on what pages of our Web site visitors access.


Personal Data

Through the password protected portion of our Web site, users that have established an account may be prompted to input personal data including, but not limited to, name, e-mail address, birth date, home address, social security number, financial references, and occupational/educational background. This personal data will only be collected for our reference and will not be disseminated to third parties, except as provided in Section VI.


Aggregate, Non Personal Data

We reserve the right to disseminate aggregate data, which is in no way individually identifiable.


IV. Cookie Disclosure Information

A “cookie” is a persistent client side hypertext transfer protocol file. Cookies are pieces of information that a Web site can transfer to a visitor’s hard drive for record keeping purposes. Cookies facilitate Web surfing by saving visitor preferences and other information. The use of cookies is a widespread industry standard and thus many major Web sites use cookies. Using a cookie allows record-keeping while you are visiting a Web site and saves you the extra effort of entering certain information multiple times in one site.

Most browsers are initially configured to accept and process cookies. You can configure your browser to refuse cookies. Most browsers allow you to configure them to notify you when you receive a cookie and to thereby allow you to decide whether to accept that cookie.
We reserve the right to use cookies on our Web site.


V. Use of Personal Data Collected

Personal data we collect will be used to:

  • monitor and improve our internal operations
  • bill you appropriately for contracted transactions and services
  • properly perform the services you request
  • editorial and feedback purposes
  • marketing and promotional purposes
  • customize content and layout of our site
  • properly provide the services you request
  • properly respond to your inquiries
  • comply with applicable federal and state laws and regulations
  • provide general information that may be of interest to you


VI. Disclosure of Data to Third Parties

Personal Data

We will obtain your consent before disclosing personal data to third parties except as provided below.

We reserve the right to disclose personal data in special cases when we believe that disclosing this information is necessary to identify, contact or bring legal action against someone who may be causing injury to or interference with our Web site, other users of our Web site, or anyone else who could be harmed by such activities.

We may disclose personal data when we believe in good faith that the law requires it.

We may share any personal data necessary to complete your contract for transactions with our vendors and affiliates who are responsible for handling your account(s) or performing other necessary services you require.


VII. Access To and Ability To Correct Personal Data

You may request, via e-mail or regular mail, that we provide you with a summary of personal information we retain concerning you.

You may request, via e-mail or regular mail, that we modify or remove any personal information we retain concerning you.


VIII. Third Party Links

Our Web site may include links to other Internet Web sites. We encourage our partners, contributors and third parties to implement policies and practices that respect the privacy of visitors to our Web site.

We are not, however, responsible for the privacy practices or content of any other Web site not covered by this Privacy Policy.

You may occasionally receive cookies from third parties including, but not limited to, advertisers/partners/vendors. We do not control and are not responsible for these cookies.


IX. Our Right to Change This Privacy Policy

We reserve the right to change this policy at any time. We ask you to periodically review this privacy policy to insure you are familiar with the most current version of this Privacy Policy.


X. Your Acceptance of This Privacy Policy

By your continuing use of this Web site you signify your assent to this Privacy Policy. If you do not assent to this Privacy Policy, please do not use this Web site.

By your continuing use of this Web site following posted changes to this Privacy Policy, you signify your continuing assent to those changes.