Privacy Policy

Our Privacy Pledge to You

Your relationship with Sensible Portfolios is based on trust and confidence.

To fulfill its responsibilities to you, Sensible Portfolios requires that you provide accurate financial and personal information.

You deserve to expect that Sensible Portfolios will protect the information you have provided in a manner that is safe, secure and professional.

Sensible Portfolios is committed to protecting your privacy and to safeguarding that information.

Safeguarding Customer Documents
We collect non-public customer data from checklists, forms and other documentation used in the management of your financial assets. This information is properly safeguarded during working and non-working hours to ensure its security.

Sharing Nonpublic Personal and Financial Nonpublic Information
Sensible Portfolios is committed to the protection and privacy of its clients’ personal and financial information. Sensible Portfolios
will not share such with any nonaffiliated third party except:

When necessary to complete a transaction in a customer account, such as with the clearing firm or account custodian;
When required to maintain or service an account;
To resolve customer disputes;
When requested by a fiduciary or beneficiary on the account;
To the clients’ attorneys or accountants;
When required by a regulatory agency, or for other reasons required or permitted by law
In connection with a sale or merger of the firm’s business; or
In any circumstance without the client’s instruction or consent.