Privacy Policy

Devenir respects the confidentiality of our clients’ non-public, personal information. It is the Company’s intention to ensure this information is safeguarded to protect against its misuse. To that end, we are providing you with a copy of our current Privacy Policy to remind you of our concern for and our efforts related to the protection of your personal, non-public information.

All information given to Devenir and all recommendations and advice furnished by Devenir to its clients will be kept confidential and will not be disclosed to anyone, except as Devenir may so agree in writing or as may be required to do so by law. Devenir does not sell personal client information to third parties.

Devenir will collect non-public information about its clients as part of this engagement. This information will be obtained directly from the client and includes, but is not limited to, details such as the client’s date of birth, social security number, financial account numbers and balances, tax returns, sources and amounts of income, home addresses and telephone numbers.

As part of Devenir’s policy, Devenir restricts access to confidential personal information about its clients to those Devenir employees and/or representatives who need to know that information in order to provide products or services to its clients. Devenir maintains physical, electronic, and procedural safeguards to comply with federal standards to guard its clients’ confidential personal information.

Should a client agree to accept financial services provided by Devenir, Devenir may share the client’s non-public information with certain affiliated and non-affiliated third parties. Devenir may maintain agreements with various affiliated or non-affiliated entities who may act as the custodian and account holder for clients of Devenir and securities may be offered directly through Devenir or other broker-dealers properly engaged by Devenir. These third-party institutions may require agreements to establish a Devenir client’s account with them. Devenir will only share the appropriate customer non-public information needed to facilitate these account agreements on behalf of its clients.

This website uses Google Analytics, a web analytics service provided by Google, Inc. (“Google”). Google Analytics uses “cookies”, which are text files placed on your computer to help the website analyse how visitors use the site. The information generated by the cookie about your use of the website (including your IP address) will be transmitted to and stored by Google on servers in the United States . Google will use this information for the purpose of evaluating your use of the website, compiling reports on website activity for website operators and providing other services relating to website activity and internet usage. Google may also transfer this information to third parties where required to do so by law, or where such third parties process the information on Google’s behalf. Google will not associate your IP address with any other data held by Google. You may refuse the use of cookies by selecting the appropriate settings on your browser, however please note that if you do this you may not be able to use the full functionality of this website. By using this website, you consent to the processing of data about you by Google in the manner and for the purposes set out above.

If you have any questions or concerns regarding this policy, you may contact Devenir Group, LLC at 952-446-7400 or by email