Privacy Policy

General

Milton Berg Advisors LLC (“MBA”) is a New York Limited Liability Company, maintaining the miltonbergedge.com and miltonberg.com websites (the “Websites”) and providing specific information including, but not limited to, products, services, subscriptions, publications, commentary, charts, data, tables and any other content shared through the websites or emails generated from the website domains (the “Materials”). The Websites and Materials are provided by MBA, or its owners, subsidiaries, affiliates, and joint business ventures, and all their respective officers, directors, employees, agents, and representatives (collectively, “Affiliates”).

MBA is required by federal regulations to adopt certain procedures designed to maintain and secure the nonpublic personal information of any users and subscribers of the Websites and Materials (the “Users”) from inappropriate disclosure to third parties. The following policy (this “Privacy Policy”) is designed to meet the standards set forth in state and federal regulations.

MBA is committed to keeping personal information collected from potential, current, and former Users confidential and secure. The proper handling of personal information is one of MBA’s highest priorities. MBA never sells information relating to its Users to any outside third parties.

Subscriber Information

MBA and its Affiliates collect and maintain only information that is necessary to provide the services requested by its Users and to administer the Users’ business relationship with MBA.

The Personal Data collected (electronically, in writing, or by phone) includes:

• Contact information (such as name, email address, mailing address, and phone numbers);
• Purchase or product/service use history;
• Account log-in credentials;
• Any interests you have shared;
• Data gathered by technology when you visit our site such as cookies, page access, and other features designed to provide the services.

Sharing Information

MBA only shares the nonpublic personal information of its Users with its Affiliates or unaffiliated companies or individuals (i) as permitted by law (which may vary by state) and as required to provide services to its Users, or (ii) to comply with legal or regulatory requirements. Further, in the normal course of its business, in the course of providing services to its Users, MBA may disclose information it collects about Users to companies or individuals that contract with MBA to perform servicing functions such as:

• Recordkeeping (e.g., CRM and/or subscription management);
• Website and subscription support issues, including responses to form messages;
• Computer-related services; and
• Good faith disclosure to regulators who have regulatory authority over MBA.

Affiliates and companies hired to provide support services are not allowed to use personal information for their own purposes and are contractually obligated to maintain strict confidentiality. MBA limits use of personal information to the performance of the specific service requested.

MBA does not provide personally identifiable information to mailing list vendors or solicitors for any purpose.

When MBA provides personal information to service providers, it requires these providers to agree to safeguard such information in a comparable level to that of MBA, to use the information only for the intended purpose, and to abide by applicable law.

Employee Access to Information

Employees of MBA and its Affiliates, throughout the course of their regular duties, will have access to subscribers’ personal information. However, only Employees with a valid business reason have access to Users’ personal information. These Employees will be educated on the importance of maintaining the confidentiality and security of this information. They will be required to abide by terms of this policy.

Protection of Information

MBA maintains security standards to protect Users’ information, whether written, spoken, or electronic. MBA employs a third-party Managed Service Provider to update and check its systems to ensure the protection and integrity of information. This includes, but is not limited to, appropriate levels of password and data encryption. The level of encryption and protection will be based on applicable law, industry standards, and risk relative to the scope of MBA’s services and User information.

E-Mail and Form Correspondence

Should Users send MBA questions and/or comments through the usage of Website forms or via e-mail (the “Correspondence”), MBA will retain such Correspondence as is needed to provide the services to the Users. Such Correspondence will not be shared with any third parties, other than designated Affiliates and service providers as explained in Section 3 “Sharing Information” above. Questions submitted to be used for “Question and Answer” segments of the Materials will require the User to acknowledge if they want their name to be displayed with the usage of the question.

Disclosure of the MBA Privacy Policy

MBA recognizes and respects the privacy concerns of its potential, current, and former Users. The MBA is committed to safeguarding this information. As a member of the financial services industry, MBA is providing this Privacy Policy for informational purposes and will distribute and update it as required by law. This Privacy Policy will be available on the Websites and is also available upon request.

How to Contact Us

For questions or concerns, please contact MBA through the contact form on this website.