This policy explains how Eiger Wealth Management, LLC uses cookies and data collected on our website. We are committed to protecting your confidential information and your online privacy. We use cookies to understand how you use our site and to improve your experience.

 

Each time you visit our site, you consent to the collection, use, disclosure, and processing of personal information in accordance with this policy.

 

We receive, collect and store any information you enter on our website or provide us in any other way. In addition, we collect the Internet protocol (IP) address used to connect your computer to the Internet. We may use software tools to measure and collect session information, including page response times, length of visits to certain pages, page interaction information, and methods used to browse away from the page. We also collect personally identifiable information and comments through our forms.

 

We collect such Non-personal and Personal Information for the following purposes:

1. To provide and operate the various website programs and services;

2. To provide site visitors with ongoing customer assistance and technical support;

3. To be able to contact our site visitors with general or personalized service-related notices and promotional messages;

4. To create aggregated statistical data and other aggregated and/or inferred non-personal information, which we or our business partners may use to provide and improve our respective services; 

5. To comply with any applicable laws and regulations.

 

Our website is hosted on the Wix.com platform. Your data may be stored through Wix.com’s data storage, databases and the general Wix.com applications. Wix.com stores your data on secure servers behind a firewall.

 

Wix uses cookies for important reasons, such as:

• To provide a great experience for visitors and customers

• To identify registered members (users who registered to our site)

• To monitor and analyze the performance, operation and effectiveness of Wix's platform

• To ensure our platform is secure and safe to use 

 

The information contained on our website is believed to be accurate. However, we make no claim regarding its accuracy, completeness, or reliability, and it is not intended to be used as the sole basis in making any investment or other decisions. The information on our website does not constitute tax or legal advice and should not be relied upon for such purposes. Past performance is no indication of future results.

 

In addition to our website privacy and cookie policy, we also have the following privacy policy that governs our procedures apart from the website.

 

Privacy Policy

 

Your relationship with Eiger Wealth Management, LLC (“Eiger”) is based on trust and confidence. To fulfill its responsibilities to you, Eiger requires that you provide current and accurate financial and personal information. You deserve to expect that Eiger will protect the information you have provided in a manner that is safe, secure and professional. Eiger and its employees are committed to protecting your privacy and to safeguarding that information.

 

Safeguarding Customer Documents

 

Most of our customer records are kept electronically in encrypted and password protected files.  Access to those files is limited to authorized personnel. During regular business hours, access to customer records in non-electronic format is monitored so that only those with approval may access the files. During hours in which the company is not in operation, the customer records are locked up.

 

No individual who is not so authorized shall obtain or seek to obtain personal and financial customer information. No individual with authorization to access personal and financial customer information shall share that information in any manner without the specific consent of a firm principal. Failure to observe Eiger’s procedures regarding customer and consumer privacy will result in discipline and may lead to termination.

 

Sharing Nonpublic Personal and Financial Information

 

Eiger is committed to the protection and privacy of its customers’ and consumers’ personal and financial information.  Eiger will not share such information with any affiliated or nonaffiliated third party except:

 

• When necessary to complete a transaction in a customer account, such as with the clearing firm or account custodians;

• When required to maintain or service a customer account;

• With persons acting in a fiduciary or representative capacity on behalf of the customer;

• With rating agencies, persons assessing compliance with industry standards, or to the attorneys, accountants and auditors of the firm;

• To comply with federal, state or local laws, rules and other applicable legal requirements;

• In connection with a written agreement to provide investment management or advisory services when the information is released for the sole purpose of providing the products or services covered by the agreement;

• In any circumstances with the customer’s instruction or consent; or

• Pursuant to any other exceptions enumerated in the California Information Privacy Act.

 

Opt-Out Provisions

 

It is not a policy of Eiger to share nonpublic personal and financial information with affiliated or unaffiliated third parties except under the circumstances noted above.  Since sharing under the circumstances noted above is necessary to service customer accounts or is mandated by law, there are no allowances made for clients to opt out.