Capital Directions, LLC collects personal financial information about you from the following sources:

  1. Information we receive from you in preparing investment policy statements and brokerage applications; and
  2. Information about your transactions with independent broker-dealers.

We do not disclose any personal financial information about you to anyone, except at your direction or as required by law.

Even if you decide to close your account(s) or become an inactive client, we will adhere to the privacy policy described above.

Capital Directions, LLC restricts access to your personal and account information to those employees who need to know that information in order to provide investment advisory services to you. Capital Directions, LLC maintains physical, electronic, and procedural safeguards to guard your personal financial information.