DISCLOSURESThe information provided on our website is for informational purposes and subject to change without notice. Any investment program may be volatile and can involve the loss of principal. Investing in global investment strategies can involve additional risks, such as the risk of currency fluctuations. No assurances can be made regarding the accuracy of any future prediction. Past performance is no guarantee of future returns. Not all past predictions were as accurate as those represented in the content of this website. Toro West Capital Advisors ("TW") delivers its services through Toro West Capital Advisors LLC, an SEC registered investment advisor that broadly serves multiple advisors from different companies.. Recommendations made during the financial planning process are guidelines and do not guarantee success of any financial plan or process. Not all clients will participate in building a formal financial or wealth plan. As such, any updating of a client’s wealth plan requires input for the client. We urge all clients and prospects to review our Brochure
here. Blog posts and articles reflect the personal opinions and viewpoints of the authors and should not be regarded as a description of the advisory services provided by TW. The information is impersonal and not tailored to the circumstances or investment needs of any specific person. TW manages its clients’ accounts using a variety of techniques not necessarily discussed in these books or articles. Nothing in these posts or articles constitutes investment advice or any recommendation with respect to a particular country, sector, industry, security or portfolio of securities. No assurance can be made regarding the profitability of any security mentioned or regarding the accuracy of any forecast made. Not all past forecasts were, nor future forecasts may be, as accurate as those presented. Past performance is no guarantee of future returns.
PRIVACY POLICY NOTICEIntroduction: Toro West Capital Advisors is a wealth management firm that is committed to the privacy of your information and safeguarding any data collected through our SMS communications. This privacy policy outlines how we collect, use, and protect your information when you opt in to receive SMS messages from us.
Types of Information Collected: When you opt in to receive SMS messages from us, we may collect personal information such as your name, email and mobile number. This information is used solely for delivering relevant updates or other messages related to our services.
How Information is Collected: Your personal information is collected directly when you choose to receive SMS messages from us and as submitted using the “Contact Us” form on our website. We do not use automated means to collect your information outside of your explicit consent.
User Rights: You have the right to opt out of receiving SMS messages from us at any time. You can do this by following the instructions provided in the SMS messages or by contacting us directly. Additionally, you have the right to access, update, or request the deletion of your personal information. To exercise these rights, please reach out to us using the contact information provided below.
Contact Information: If you have any questions or concerns regarding our SMS privacy practices, or if you need to opt out of SMS communications, please contact us at 720-319-8517.
With who do we share the information collected: The company adheres to its privacy policy and does not share customer data with third parties. The company’s privacy policy clearly states that customer information, such as personal details, purchase history, or contact information, will never be shared with third parties. This includes not selling, renting, or disclosing this information to external entities for any purpose. The company regularly communicates with customers about its commitment to data privacy and the steps it takes to protect their information. They may also conduct audits or provide certifications to reassure customers that their data is secure and not shared. SMS opt-in or phone numbers for the purpose of SMS are not being shared. This company will not share or sell the customer's consent for SMS messages and phone numbers collected for SMS to any third parties under any circumstances. In both cases, maintaining customer trust involves being transparent about how information is used and ensuring that all sharing of information complies with relevant laws and regulations.
We use industry-standard security measures to protect your information from unauthorized access or disclosure. By opting in to receive SMS messages from us, you consent to the collection and use of your information as outlined in this policy. We may update this policy periodically, and any changes will be posted on our website.
Pursuant to Regulation S-P adopted by the Securities and Exchange Commission it is the policy of Toro West Capital Advisor, LLC (the “Company”) to keep confidential, nonpublic personal information collected by the Company (“information”) pertaining to each current and former client (i.e., information and records pertaining to personal background, investment objectives, financial situation, investment holdings, account numbers, account balances, etc.) unless the Company is: (1) previously authorized by the client or investor (and/or 17 C.F.R §§160.14, 160.15) to disclose information to individuals and/or entities affiliated and not affiliated with the Company, including, but not limited to the client’s other professional advisors and/or service providers (i.e., attorneys, accountant, insurance agent, broker-dealer, investment adviser, account custodian, etc.); (2) required to do so by judicial or regulatory process; or (3) otherwise permitted to do so in accordance with the parameters of Regulation S-P. The disclosure of information contained in any document completed by the client for processing and/or transmittal by the Company in order to facilitate the commencement/continuation/termination of a business relationship between the client and a nonaffiliated third party service provider (i.e., broker-dealer, investment adviser, account custodian, insurance company, etc.), including information contained in any document completed and/or executed by the client for the Company (i.e., advisory agreement, client information form, etc.), shall be deemed as having been automatically authorized by the client with respect to the corresponding nonaffiliated third-party service provider. Each individual and/or entity affiliated with the Company is aware of the Company’s Privacy Policy, and has acknowledged his/her/its requirement to comply with the same. In accordance with the Company’s Privacy Policy, each such affiliated individual and/or entity shall have access to information to the extent reasonably necessary for the Company to perform its services for the client, and to comply with applicable regulatory procedures and requirements. The Company will keep confidential information of clients in a secure and locked room or outside storage facility and all electronic files will be stored on a password protected computer system with passwords being periodically changed. In the event your advisor at the Company leaves and joins another investment advisory firm, you hereby authorize the Company and your advisor to disclose your personal confidential information to such unaffiliated investment advisory firm for the purpose of transitioning your accounts if you choose. You have the right to opt-out of this provision by calling 720 319 8517.
