TYPES OF NONPUBLIC PERSONAL INFORMATION (NPI) WE COLLECT
We collect nonpublic personal information about you that is either provided to us by you or obtained by us with your authorization. This can include but is not limited to yourSocial Security Number, Date of Birth, Banking Information,Financial Account Numbers and/orBalances, Sources of Income, andCredit Card Numbers or Information.
PARTIES TO WHOM WE DISCLOSE INFORMATION
Investment Advisers may need to share personal information to run their everyday business. We use your personal information only for the reasons listed below and only share your information with external parties at your request or as required by law.
How your information is used: - For everyday business purposes – such as to process your transactions, maintain your account(s), respond to court orders and legal investigations, or report to credit bureaus; - For our marketing– to offer our products and services to you
PROTECTING THE CONFIDENTIALITY OF CURRENT AND FORMER CLIENT’S INFORMATION
To protect your personal information from unauthorized access and use, we use security measures that comply with federal law, including computer safeguards and secured files and building. We do not share your non-public information with either affiliated or non-affiliated entities other than required by law, unless you request that we do so. We will not share your non-public information for marketing purposes with either affiliated or non-affiliated purposes.
Affiliates– companies related by common ownership or control. They can be financial and non-financial companies; Non-affiliates– companies not related by common ownership or control. They can be financial and non-financial companies; Joint marketing – a formal agreement between non-affiliated financial companies that together market financial products or services to you.
Align is the digital investment platform of Earth Equity Advisors, the leader in sustainable, responsible, and impact investing since 2004. We Help You Align Your Investments With Your Values®
ALIGN DIGITAL is a trademark of Earth Equity Advisors, LLC
Earth Equity is a registered trademark of Earth Equity Advisors, LLC
Green Sage is a registered trademark of Earth Equity Advisors, LLC
Investments in securities: Not FDIC Insured • No Bank Guarantee • May Lose Value. Investing in securities involves risks, and there is always the potential of losing money when you invest in securities. Before investing, consider your investment objectives and Earth Equity ALIGN DIGITAL's charges and expenses. Earth Equity ALIGN DIGITAL's internet-based advisory services are designed to assist clients in achieving discrete financial goals. They are not intended to provide comprehensive tax advice or financial planning with respect to every aspect of a client's financial situation and do not incorporate specific investments that clients hold elsewhere. For more details, see our Form ADV Part II . Past performance does not guarantee future results, and the likelihood of investment outcomes are hypothetical in nature. Not an offer, solicitation of an offer or advice to buy or sell securities in jurisdictions where Earth Equity Advisors, LLC is not registered.
*Morningstar® 5-Globe rating is a hypothetical rating based on a sample ALIGN model portfolio with no customizations.