Privacy policy

Delphin Investments holds both our firm and our employees to the highest standards of trust, and fiduciary duty in the safekeeping, and use of our clients’ personal, and financial data. To that end, we remain committed to maintaining the confidentiality of information we collect regarding our relationship with our clients (includes current, former, and potential clients), and adhere to the following privacy policies, and practices with regard to all client relationships:

1. We do not give or sell any non-public, personal information to any individual, company or group.

2. We may receive non-public personal information about our clients from meetings, and forms necessary to establish, and provide service to the client relationship, and ongoing account statements on investment transactions we review or recommend.

3. We will not release information about our clients’ portfolios to unaffiliated third parties unless one of the following conditions have been met:

(a) We receive prior written consent from our client (i.e. audit request).
(b) We believe the recipient to be our client or their authorized representative.
(c) We are required by law to release information to the recipient.
(d) With our clients’ prior knowledge, we may disclose nonpublic financial information concerning our clients to custodians, investment managers, venture capital, and private equity fund managers, and other nonaffiliated financial service providers as permitted or required by law in the course of providing consulting services on the client’s behalf. This information is only provided with the understanding that it will be maintained in confidence.

4. We restrict access to our clients’ personal data, and account information to Delphin Investments’ employees who need to know that information to provide products, and services to our clients.

5. We maintain physical, electronic, and procedural safeguards to protect our clients’ non-public, personal information.

(a) Our corporate policy requires that employees with access to confidential client information may not use or disclose the information except for business use. All of our employees are required to safeguard such information as specified in their signed confidentiality agreement with our firm.
(b) When there is a need to dispose of dated non-public personal information, we require our employees to shred, not discard, the data.

We continue to evaluate our efforts to protect personal information, and make every effort to keep our privacy policy, and practices accurate, and current.

Delphin Investments holds both our firm and our employees to the highest standards of trust and fiduciary duty in the safekeeping, and use of our clients’ personal, and financial data. To that end, we remain committed to maintaining the confidentiality of information we collect regarding our relationship with our clients (includes current, former, and potential clients), and adhere to the following privacy policies, and practices with regard to all client relationships:

1. We do not give or sell any non-public, personal information to any individual, company or group.

2. We may receive non-public personal information about our clients from meetings and forms necessary to establish, and provide service to the client relationship and ongoing account statements on investment transactions we review or recommend.

3. We will not release information about our clients’ portfolios to unaffiliated third parties unless one of the following conditions have been met:

(a) We receive prior written consent from our client (i.e. audit request).
(b) We believe the recipient to be our client or their authorized representative.
(c) We are required by law to release information to the recipient.
(d) With our clients’ prior knowledge, we may disclose nonpublic financial information concerning our clients to custodians, investment managers, venture capital, and private equity fund managers, and other nonaffiliated financial service providers as permitted or required by law in the course of providing consulting services on the client’s behalf. This information is only provided with the understanding that it will be maintained in confidence.

4. We restrict access to our clients’ personal data, and account information to Delphin Investments’ employees who need to know that information to provide products, and services to our clients.

5. We maintain physical, electronic, and procedural safeguards to protect our clients’ non-public, personal information.

(a) Our corporate policy requires that employees with access to confidential client information may not use or disclose the information except for business use. All of our employees are required to safeguard such information as specified in their signed confidentiality agreement with our firm.
(b) When there is a need to dispose of dated non-public personal information, we require our employees to shred, not discard, the data.

We continue to evaluate our efforts to protect personal information, and make every effort to keep our privacy policy, and practices accurate, and current.