Last Modified: March 17, 2025
Your privacy is important to us. Our goal is to treat the personal information you furnish to Humanitas Financial with the utmost respect and in accordance with this Privacy Policy. We request that you carefully read this Privacy Policy and our Terms of Use before using the Humanitas Financial website. Please note that by visiting, viewing or using the Humanitas Financial website in any manner whatsoever you are agreeing to the terms set forth in this Privacy Policy, as well as the Terms of Use for the Humanitas Financial website.
1. Anonymous Browsing.
You can visit the Humanitas Financial website on the internet without telling Humanitas Financial who you are or revealing any information about yourself including, but not limited to, your e-mail address. In this case, our web servers merely collect the name of the domain you used to access the Internet and the website you came from and subsequently visited after the Humanitas Financial website. This information may be used by Humanitas Financial, and/or our business partners, to measure general information such as the number of visits, average time spent, page views, and other statistics about visitors to the Humanitas Financial website. Humanitas Financial may also use this data to monitor its website performance and to make the website easier and more convenient to use.
2. Personal information collection.
There are times when Humanitas Financial may ask you for information about yourself to assist us in meeting your various needs, including, without limitation:
- Providing you with requested products or services;
- Servicing your account;
- Improving our services; and
- Developing and/or informing you of additional products or services that may be of interest.
In these cases, your browsing on the Humanitas Financial website will no longer be anonymous. To provide the aforementioned services, Humanitas Financial may need to ask you to provide, among other things, personal information such as your name, social security number, physical address, zip code, e-mail address and/or phone number. Please note that Humanitas Financial does not knowingly solicit information from children and does not knowingly market our products or services to children.
3. Cookies.
If you are browsing on the Humanitas Financial website, or otherwise on the Internet, a cookie is used to help generally measure the number of visits, average time spent, page views and other statistics relating to a website. Said cookie by itself does not reveal to Humanitas Financial your e-mail address or any other personal information. However, if you decide to register with Humanitas Financial online we may collect additional information to provide offerings or content tailored to your individual needs.
In this case, Humanitas Financial uses cookies to recognize you on subsequent visits to the Humanitas Financial website and make your online experience on Humanitas Financial's website more convenient. Cookies are small pieces of data stored by your internet browser on your computer's hard drive. Cookies cannot be used to collect data from your hard drive, obtain your e-mail address or other personal-identifying information about you. Please note that you may set your internet browser to notify you when you receive a cookie or to prevent sending cookies. However, by not accepting cookies, you may limit the functionality of the Humanitas Financial website.
4. Sharing information and consumer choice.
When you provide information to Humanitas Financial we may share your information with our affiliated companies and third-parties for the purpose of fulfilling your requests as well as offering other services that may be of interest to you. However, notwithstanding, the sharing of additional information to any third-party shall not occur unless permitted by you or required by law. Humanitas Financial may also aggregate statistics that we gather about our customers, sales, traffic patterns, and services and provide these statistics to third-parties; however, when we do, these statistics will not include any personal information that identifies you or other individuals visiting the Humanitas Financial website.
5. Information security and protection.
Humanitas Financial takes reasonable technical and organizational precautions to prevent the loss, misuse or alteration or your personal information.
Humanitas Financial uses encryption and authentication tools to protect your personal information and, therefore, information you provide to Humanitas Financial through our website is secure. Humanitas Financial employees with access to your information are instructed to be use said information only in adherence with the principles set forth in this Privacy Policy and the laws applicable to each specific business and Humanitas Financial employees who misuse customer information are subject to disciplinary action.
6. SMS Disclosure
Humanitas Financial may use SMS texting to communicate with you. Mobile opt-in information will not be shared with third parties/affiliates for marketing/promotional purposes. All the above categories exclude text messaging originator opt-in data and consent; this information will not be shared with any third parties. If you wish to be removed from receiving future communications, you can opt out by texting STOP, QUIT, END, REVOKE, OPT OUT, CANCEL, or UNSUBSCRIBE.
7. Humanitas Financial Contact information.
You may access your data collected by Humanitas Financial by sending a written request to the address listed below. If you believe that an error has been made in the accuracy of your data collected, Humanitas Financial will correct such error upon adequate verification of the error and the identity of the person seeking the correction. If you wish to access, remove or correct any personal identifying information or data you supplied to Humanitas Financial, or if you have any questions about this Privacy Policy, you may contact us by email at clientservices@humanitasadvisors.com or by sending a letter via the U.S. Mail to: Humanitas Financial 400 Corporate Pointe Suite 300, CA 90230-7620. Please note that in order to protect your privacy and security, Humanitas Financial may need to take reasonable steps to verify your identity before responding to any requests noted herein or otherwise.
8. Changes to this Privacy Policy.
Humanitas Financial reserves the right to modify or supplement this Privacy Policy statement at any time, without notice and for any reason whatsoever. If Humanitas Financial, however, makes any material change to this Privacy Policy statement, we will update our website to include said changes. For this reason, we encourage you to review the Privacy Policy whenever you use Humanitas Financial's website and the last date this Privacy Policy was modified is set forth above.