A private, independent, fee-only wealth management and financial planning firm.

Privacy Policy

MontVue Capital Management and the Protection of Your
Privacy

On November 12, 1999, the Gramm-Leach-Bliley Act was enacted
to reform the financial services industry. In addition, the Act addressed
concerns relating to consumer financial privacy. The purpose of this action is
to protect a consumer’s ‘nonpublic personal information’ (NPI). NPI is any
“personally identifiable financial information” that a financial
institution collects about an individual in connection with providing a financial
product or service, unless that information is otherwise “publicly
available.” 

View our Privacy Policy here. [PDF]