Privacy Policy


Devenir respects the confidentiality of individuals who access this website and/or who accept services provided by Devenir (“Users”) non-public 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 non-public information.

Collected User information

Devenir will collect non-public information about its Users as part of this engagement. This information which will be obtained from the User and the account provider includes, but is not limited to, details such as the User’s date of birth, social security number, financial account numbers and balances, home address, and email address.

Sharing User information

Should a User agree to accept services provided by Devenir, Devenir may share the User’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 Users of Devenir investment solutions which may be offered directly through Devenir or other non-affiliated third parties properly engaged by Devenir. These third parties may require agreements to establish a Devenir User account with them. Devenir will only share the appropriate User non-public information needed to facilitate these account agreements on behalf of its Users.

Devenir does not sell User information to third parties or engage in joint marketing and does not allow non-affiliated third-parties to market to our users.

Other Privacy Policies and Practices

Devenir may provide links to other sites that are not operated by Devenir. If you click on a third-party link, you will be directed to that third-party’s site and Devenir advises you to review that site’s privacy policy. Devenir has no control over, and assumes no responsibility for the content, privacy policies, or practices of any third-party sites or services.

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 analyze 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.

Questions or Concerns

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