Privacy Policy

Meritage Capital, LLC is committed to protecting your privacy. We have strict policies and procedures in place to keep your personal information private. We do not sell your information to third parties, and we will only share it with our non-affiliated service providers, as it necessary to perform our duties in providing advisory services to you. Such information is shared only in ways permitted by law. This notice serves as a summary of our practices. You do not need to take any action as a result of this notice unless you have any questions or concerns about it.

Types of Information We Collect

In order to conduct our advisory business, we may collect and store the following nonpublic personal information about you:

How We Protect the Confidentiality and Security of Your Nonpublic Personal Information

Meritage Capital, LLC has implemented procedures to protect your privacy. They include physical, administrative, and technical safeguards that are updated as new technologies are introduced. The only employees who have access to your personal records are those who need it to conduct business on your behalf, or to provide you with products and services. These employees are informed of our procedures for adherence to confidentiality of client nonpublic information, and of their responsibility in applying those procedures.

Information Sharing Practices

In order to effectively provide our investment advisory services, Meritage Capital, LLC must use the services of various third parties such as account custodians and broker-dealers. It may be necessary to disclose some or all of your nonpublic personal information collected from you as described above, to those third parties. However we will disclose nonpublic personal information only as necessary to administer, maintain and service your account, as you request or authorize us to do, in the normal course of business. In addition, we may share nonpublic personal information that we collect from and about you with the following third parties:

Our Treatment of Information About Former Clients

Protecting your privacy goes beyond our relationship with you as our client. Should your relationship with Meritage Capital, LLC terminate, we will not share your personal information with third parties except as laws require and permit.

Client Right to Correct, Amend, or Delete Information

You may submit a written request to us to correct, amend, or delete any personal information in our possession. We anticipate responding to your request within 10 business days or as required by applicable state law.

Changes in Our Privacy Practices and Procedures

You will be notified immediately in writing of any amendments to our privacy practices and procedures. You will also be notified in writing on an annual basis of our privacy practices and procedures, even if no amendments have been made to them. Further, if at any time in the future, it is necessary to disclose any of your personal information in a way that is inconsistent with this policy, we will give you advanced written notice of the proposed change so that you will have the opportunity to opt out of such disclosure.

If you have any questions or concerns about our privacy policy, please write Meritage Capital, LLC, Attn: Compliance Department, 515 Congress Ave., Suite 2200, Austin, TX 78701, or call us at 512-637-9700.