Privacy Notices, Disclosures and Legal Terms
Important marketing, compliance and legal disclosures. 

PRIVACY

At Beacon Pointe, we understand that privacy is an important concern of our customers.  We are fully committed to protecting the confidentiality of your personal information, and we strive to provide you with choices regarding the personal information you provide to us.

  • The Privacy Notice describes Beacon Pointe’s privacy policies and procedures, and is enacted in accordance with Reg. S-P.  It identifies personal information that we collect and hold, and describes how we use, share and keep it secure.
  • Beacon Pointe’s Automatic Data Collection Policy describes how information is collected from visitors to our Website and through other online interactions.
  • The California Consumer Privacy Act Disclosure is specifically for California residents and is provided pursuant to the California Consumer Privacy Act of 2018 (“CCPA”).
  • The California Candidate Privacy Notice is specifically for California residents who apply for employment at Beacon Pointe.

LEGAL DISCLOSURES AND TERMS OF USE

BY ACCESSING OR USING THE WEBSITE, YOU ACKNOWLEDGE THAT YOU HAVE READ, UNDERSTAND AND AGREE TO BE BOUND BY ALL OF THE TERMS OF THE LEGAL DISCLOSURES AND TERMS OF USE. IF YOU DO NOT AGREE TO THESE TERMS, DO NOT ACCESS OR USE THE WEBSITE.

IMPORTANT NOTICE:

You are now leaving the website of Beacon Pointe Advisors and will be entering the website for Institutional Intelligent Portfolios®, an automated investment management service made available to you exclusively through Beacon Pointe Advisors. Beacon Pointe Advisors is independent of and not owned by, affiliated with, or sponsored or supervised by Schwab. Schwab has no responsibility for the content of Beacon Pointe Advisors' website. This link to the Institutional Intelligent Portfolios website should not be considered to be either a recommendation by SPT, Schwab, or any of their affiliates, or a solicitation of any offer to purchase or sell any security.

Privacy Preferences
When you visit our website, it may store information through your browser from specific services, usually in form of cookies. Here you can change your privacy preferences. Please note that blocking some types of cookies may impact your experience on our website and the services we offer.
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