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Privacy Policy

Rev. 1/2022

FACTS              WHAT DOES CONNECTUS WEALTH, LLC DO WITH YOUR PERSONAL

                           INFORMATION?

Why?

Financial companies choose how they share your personal information. Federal law gives consumers the right to limit some but not all sharing. Federal law also requires us to tell you   how we collect, share, and protect your personal information. Please read this notice carefully to understand what we do.

What?

The types of personal information we collect and share depend on the product or service you have with us. This information can include:

  • Social Security number and income
  • account balances and transaction history
  • investment experience and account transactions

When you are no longer our customer, we continue to share your information as described in this notice.

How?

All financial companies need to share customers’ personal information to run their everyday business. In the section below, we list the reasons financial companies can share their customers’ personal information; the reasons Connectus Wealth, LLC chooses to share; and whether you can limit this sharing.

 

Reasons we can share your personal information

Does Connectus Wealth, LLC share?

Can you limit this sharing?

For our 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

Yes

No

For our marketing purposes—

to offer our products and services to you

Yes

No

For joint marketing with other financial companies

No

We don’t share

For our affiliates’ everyday business purposes—

information about your transactions and experiences

Yes

No

For our affiliates’ everyday business purposes—

information about your creditworthiness

No

We don’t share

For nonaffiliates to market to you

No

We don’t share

Questions?

Call us at (646) 560-4000, email us at info@connectuswealth.com or go to https://connectuswealth.com

 

Who we are

Who is providing this notice?

Connectus Wealth, LLC

What we do

How does Connectus Wealth, LLC protect my personal information?

To protect your personal information from unauthorized access and use, we use security measures that comply with federal law. These measures include computer safeguards and secured files and buildings.

How does Connectus Wealth, LLC collect my personal information?

We collect your personal information, for example, when you

  • open an account or give us your income information
  • tell us about your portfolio or deposit money
  • enter into an investment advisory contract

We also collect your personal information from other companies, including affiliates.

Why can’t I limit all sharing?

Federal law gives you the right to limit only

  • sharing for affiliates’ everyday business purposes—information about your creditworthiness
  • affiliates from using your information to market to you
  • sharing for nonaffiliates to market to you

State laws and individual companies may give you additional rights to limit sharing.

Definitions

Affiliates

Companies related by common ownership or control. They can be financial and nonfinancial companies.

  • Our affiliates include Focus Operating, LLC, Connectus Group, LLC, and Focus Treasury & Credit Solutions, LLC.

Nonaffiliates

Companies not related by common ownership or control. They can be financial and nonfinancial companies.

  • Connectus Wealth, LLC does not share with nonaffiliates so they can market to you.

Joint marketing

A formal agreement between nonaffiliated financial companies that together market financial products or services to you.

  • Connectus Wealth, LLC does not jointly market.

Other important information

 

 

 

                                                                                                                                                                              

                               

Contact Us

Don't hesitate to get in touch with us.
We would love the opportunity to become your trusted advisor.

All investing involves risks, including the potential for loss of principal. There is no guarantee that any investment plan or strategy will be successful.

Contact Information

Office Address:

20 Wight Avenue, Suite 155
Hunt Valley, MD 21030

Get Directions

Contact:

Phone: (410) 494-4380
Toll Free: (800) 592-7534

 

20 Wight Avenue, Suite 155
Hunt Valley, Maryland
21030 United States

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Horan Capital Management is a d/b/a of, and investment advisory services are offered through, Connectus Wealth, LLC, an investment adviser registered with the United States Securities and Exchange Commission (SEC).  Registration with the SEC or any state securities authority does not imply a certain level of skill or training.  Please click "Disclosures" above for additional important disclosures.  Click the following for more information about Connectus:  www.connectuswealth.com.

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