Privacy Policy

Doing business with us may involve providing information about yourself or your business. At Viewpoint Investment Partners, your information is kept confidential and your privacy is protected. We obtain information about you to:

  1. Identify you;
  2. Protect us both against error and fraud;
  3. Understand your needs for services; and,
  4. Provide ongoing service.

You can expect us to protect your privacy.

Your information and the business you do with us is kept in strict confidence. Only authorized personnel have access to your information. We don’t sell or give your information to third parties without your consent unless we believe in good faith that the law requires it. Our procedures and systems are designed to protect your information from error, loss, and unauthorized access.

USE OF COOKIES also uses “cookies” to collect information. A cookie is a small data file that most major websites write to your hard drive for record-keeping purposes when you visit them. Cookies allow us to measure activity on the site and to improve your user experience, for example by remembering your passwords and viewing preferences.

Cookies are used by us to measure activity on the site and to make improvements and updates based on which areas are popular and which are not. Most browsers are initially set to accept cookies. If you’d prefer, you can set your browser to refuse cookies or to alert you when cookies are being sent. However, it is possible that some parts of the site will not function properly if you do so. We need to get your express or implied consent before obtaining or using information about you, or disclosing this information to anyone. (The exception is when we are required by law, or it is necessary for our protection.) You can withdraw this consent whenever you want, unless legal requirements prevent this. You can choose not to receive direct marketing. We may tell you about Viewpoint Investment Partners products or services through direct mail, telephone, or other means.


It is important to note that contains links to other sites and that those sites may not follow the same privacy policies as These sites may send their own cookies to you, and/or may collect data and use it where would not. You have the right to say no at any time. Let us know that you don’t want us to use information about you in any particular way, including uses described in this notice, by contacting us at This site has security measures in place to protect the loss, misuse, and alteration of the information under our control. All data is stored behind a firewall on our network and is protected by operating system authentication, database security, and individual user password security. Viewpoint Investment Partners reserves the right to change this policy at any time. You can send an e-mail to us at with any further questions.