Privacy Policy

This Privacy Policy describes the privacy practices of the Petrarch family of companies, including Petrarch LLC, a registered investment adviser, and Petrarch Insurance Services, LLC (collectively, “Petrarch”, “we”, “us”, or “our”) and how we collect, use and share your personal information if you:

• Use our websites at www.petrarchwealth.com or our other digital properties that link to this Privacy Policy (collectively, the “Site”)
• Use our financial advisory services, insurance services, or are eligible to access them as an employee benefit (“Client Services”)
• Visit our physical locations
• Interact with us in a business-to-business capacity
• Participate in our events, consumer research or other activities where this Privacy Policy is posted
• Receive our marketing communications, engage with us on social media, or interact with us through other activities described in this Privacy Policy

We refer to the Site, the Client Services and other activities described above, collectively, as the “Service”. In some cases, we may provide a different privacy policy for a particular event or service, in which case that privacy policy will apply in accordance with its terms.

For personal information that we handle pursuant to the federal Gramm-Leach-Bliley Act, please see the GLBA Financial Notice. California residents: we provide important information about our collection, use, and disclosure of your personal information and privacy rights in our California privacy notice.

Personal Information We Collect

Information you provide to us

Personal information you may provide to us through the Service or otherwise includes:

• Contact data: first and last name, email and mailing addresses, residence, postal code, phone number, professional title and company name
• Profile data: age or date of birth, gender, biographic details, interests, education-related information and preferences
• Identity data: national identification number, state or local identification number, and an image of the relevant identification card
• Financial data: income, economic or financial status, financial institution, financial account details, investment holdings and preferences
• Payment and transactional data: information needed to complete orders and products or services purchased
• Marketing data: preferences for receiving communications about our products, activities, events and publications

How We Use Your Personal Information

We use your personal information for service delivery, research and development, marketing and advertising, and compliance and operations purposes as described in the full policy.

How We Share Your Personal Information

We may share your personal information with affiliates, service providers, advertising partners, professional advisors, authorities, and business transferees as described in this policy. Text message opt-in data and consent are not shared with any third parties.

Your Choices

You may opt out of marketing communications by following the unsubscribe instructions in our emails. You may opt out of text messages by replying STOP. You can manage cookie preferences through your browser settings.

Security

We employ technical, organizational and physical safeguards designed to protect your personal information. However, security risk is inherent in all internet and information technologies and we cannot guarantee the security of your personal information.

Children

The Service is not intended for use by children under 16 years of age.

Changes to This Privacy Policy

We reserve the right to modify this Privacy Policy at any time. If we make material changes, we will notify you by updating the date and posting it on the Service.

California Privacy Notice

This section describes how we collect, use and share Personal Information of California residents as defined by the California Consumer Privacy Act of 2018 (“CCPA”). As a California resident, you have the following rights: information/know, access, deletion, correction, opt-out, and nondiscrimination.

You may submit requests to exercise your rights by visiting petrarchwealth.com/ccpa-form or calling us at 612.888.0414.

Our use of interest-based advertising services may constitute “sharing” of your Personal Information. You can request to opt out at Do Not Share My Personal Information.

How to Contact Us

Mail: Petrarch LLC, 5553 N Clark St. Unit 2S, Chicago IL 60640, Attention: Privacy
Phone: 612.888.0414