Corvus Financial
Privacy Policy
Corvus Financial (“Corvus,” “we,” “us,” or “our”) respects your privacy and is committed to safeguarding your nonpublic personal information.
Information We Collect
Information you provide directly (name, address, income, financial goals), information about your equity compensation and holdings, and information from consumer reporting agencies where relevant and authorized.
How We Use and Share Information
We use your information solely to provide the financial planning and advisory services you’ve engaged us for. We do not sell your information. We may share it with your consent, with service providers who help us operate (under confidentiality obligations), or as required by law. We do not share your information with third parties for their own marketing purposes.
How We Protect Your Information
We maintain physical, electronic, and procedural safeguards to protect your information, including restricted access, secure systems, and vendor confidentiality requirements.
Former Clients
We continue to apply this policy to your information even after our advisory relationship ends.
Changes to This Notice
We’ll provide an updated notice if our practices change in a way that requires one, and otherwise annually for as long as you’re a client.
Contact Us
Questions about this notice can be directed to taylor@corvus.financial.