Privacy Policy

What we collect

When you contact us through this website, we collect the information you provide — typically your name, organization, email address, phone number and the content of your message. Our hosting provider records standard server logs (IP address, browser type, pages requested) for security and performance.

How we use it

We use contact information solely to respond to your inquiry and, if you ask, to send you the Market Compass or other publications. We do not sell or rent personal information. We do not use advertising trackers on this site.

Analytics

We may use privacy-respecting analytics to understand which pages are read. Where cookies are used for analytics, they are anonymized and you may block them in your browser without affecting the site.

Advisory clients

Non-public personal information about advisory clients is governed by our Privacy Policy, delivered at account opening and at least annually thereafter. In summary: we collect the information needed to design and implement your investment and planning services and to comply with the laws that govern us; we do not sell personal information; and we do not disclose it to unaffiliated third parties unless you opt in (for example, to share with your estate-planning attorney), you authorize a representative, or the law requires it. Access is restricted to those who need it, and we maintain physical, electronic and procedural safeguards.

To opt in to or out of third-party sharing, or with any question about the policy, contact our Chief Compliance Officer, Matthew Rice, CFA, CAIA, at mrice@vistamark.com or 312-895-3001 x100.

Your choices

You may ask us to correct or delete the personal information we hold about you by emailing info@vistamark.com. You may unsubscribe from any publication using the link in each email.

Contact

Vistamark Investments LLC, 333 West Chestnut Street, Suite 100, Hinsdale, IL 60521 · 312-895-3001 · info@vistamark.com