Resurgens Partners Commitment to Privacy

Privacy Policy Notice

Resurgens Partners is committed to safeguarding the confidential information of its clients. Resurgens Partners holds all personal information provided by clients in the strictest confidence and it is the objective of the firm to protect the privacy of all clients. Except as permitted or required by law, Resurgens Partners does not share confidential information about clients with nonaffiliated parties. In the event that there were to be a change in this policy, the firm will provide clients with written notice and clients will be provided an opportunity to direct Resurgens Partners as to whether such disclosure is permissible.

Why We Collect, What We Collect, and How We Use Information

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 with your personal information.

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, income, account balances, assets, investment experience, and transaction history.

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 Resurgens Partners chooses to share, and whether you can limit this sharing.

Reasons we share your personal information:

  • For our everyday business purposes such as to process your transactions, maintain your accounts(s), respond to court orders and legal investigations. We do share this information and sharing cannot be limited by the consumer.

  • Information developed as part of financial plans, analyses or investment advisory services. We do share this information and sharing cannot be limited by the consumer.

Reasons we can share your personal information but do not share your personal information:

  • For our marketing purposes to offer our products and services to you

  • For joint marketing purposes with other financial companies

  • For our affiliates' everyday business purposes

  • For our affiliates to market to you

At your request, we may disclose nonpublic personal information to financial service providers, including but not limited to CPAs, mortgage brokers, or insurance companies. Resurgens Partners does not share with non-affiliates so they can market to you and Resurgens Partners does not jointly market.

How Does Resurgens Partners Collect My Personal Information?

We collect your personal information, for example, when you:

  • Enter into an investment advisory agreement with another firm or a contract with Resurgens Partners

  • Seek financial advice

  • Make deposits or withdrawals from your account

  • Tell us about your investment or retirement portfolio

  • Give us your contact information

How We Protect Your Information

Resurgens Partners maintains a comprehensive information security program designed to ensure the security and confidentiality of customer information, protect against threats or hazards to the security of such information and prevent unauthorized access. This program includes:

  • Procedures and specifications for administrative, technical and physical safeguards.

  • Programs to detect, prevent and, when necessary, respond to attacks, intrusions or unauthorized access to confidential information.

  • Restricting access of customer information to employees who need to know that information to provide products and services

Federal law gives you the right to limit sharing of your personal information to the sharing for affiliates' everyday business purposes, affiliates from using your information to market to you, and sharing for nonaffiliates to market to you. State laws and individual companies may give you additional rights to limit sharing.

Residents of California

Under the California Consumer Privacy Act of 2018 (the "CCPA"), California residents have certain rights around Resurgens Partners' collection, use and sharing of their personal information. California residents, please (XXX) to read our California Consumer Privacy Notice.

Changes to this Policy

We encourage you to check our website frequently to see when this Privacy Policy was last revised and to be informed of how we are committed to protecting your information.

In the event that Resurgens Partners has a change to its customer privacy policy that would allow it to disclose nonpublic information not covered under applicable law, we will allow clients the opportunity to opt out of such disclosure.

To Limit Our Sharing

You may contact us at any time to limit our sharing of your personal information. Please note: if you are a new customer, we can begin sharing your information 30 days from the date we sent this notice. When you are no longer our customer, we continue to share your information as described in this notice.

Questions?

If there are any questions regarding this Privacy Policy Notice, please send an email to info@resurgenspartners.com

Important Disclosure Information, Terms, and Conditions

Please read the following terms and conditions ("Terms and Conditions") carefully before using this Web site ("Site"). You should review these terms and conditions regularly, as they may change at any time at our sole discretion.

Our Site is provided to you without charge as a convenience and for your information only. By merely providing access to our Site content, we do not warrant or represent that:

  • The content is accurate or complete;

  • The content is up-to-date or current;

  • We have a duty to update any content;

  • The content is free from technical inaccuracies or typographical errors;

  • The content is free from changes caused by a third party; and

  • Your access to our Site will be free from interruptions, errors, computer viruses, or other harmful components.

We do not assume any liability for these matters. In other words, you use our Site at your own risk. Under no circumstances, including but not limited to negligence, shall we be liable for any direct or indirect, special, incidental or consequential damages. This includes loss of data or profit arising out of the use or the inability to use the content of this Site, even if one of our representatives has been advised of the possibility of your damages. Some jurisdictions do not allow the exclusion or limitation of liability for consequential or incidental damages. In such jurisdictions, our liability is limited to the greatest extent permitted by law.

Resurgens Partners does not make any representations or warranties as to the accuracy, timeliness, suitability, completeness, or relevance of any information prepared by any unaffiliated third party, whether linked to Resurgens Partners web site or incorporated herein, and takes no responsibility therefore.  All such information is provided solely for convenience purposes only and all users thereof should be guided accordingly.

Please remember that different types of investments involve varying degrees of risk, and there can be no assurance that the future performance of any specific investment or investment strategy (including those undertaken or recommended by Resurgens Partners), will be profitable or equal any historical performance level(s).

Certain portions of Resurgens Partners' web site (i.e. newsletters, articles, commentaries, etc.) may contain a discussion of, and/or provide access to, Resurgens Partners (and those of other investment and non-investment professionals) positions and/or recommendations as of a specific prior date.  Due to various factors, including changing market conditions, such discussion may no longer be reflective of current position(s) and/or recommendation(s).  Moreover, no client or prospective client should assume that any such discussion serves as the receipt of, or a substitute for, personalized advice from Resurgens Partners, or from any other investment professional.  Resurgens Partners is neither an attorney nor an accountant, and no portion of the web site content should be interpreted as legal, accounting or tax advice.

To the extent that any client or prospective client utilizes any economic calculator or similar interactive device contained within or linked to Resurgens Partners’ web site, the client and/or prospective client acknowledges and understands that the information resulting from the use of any such calculator/device, is not, and should not be construed, in any manner whatsoever, as the receipt of, or a substitute for, personalized individual advice from Resurgens Partners, or from any other investment professional.

Each client and prospective client agrees, as a condition precedent to his/her/its access to Resurgens Partners’ web site, to release and hold harmless Resurgens Partners, its officers, directors, owners, employees and agents from any and all adverse consequences resulting from any of his/her/its actions and/or omissions which are independent of his/her/its receipt of personalized individual advice from Resurgens Partners.

All Web pages are intellectual property of Resurgens Partners and are protected by copyright laws. All copyrights for Resurgens Partners’ Web presence are owned by Resurgens Partners with all rights reserved.

Special Notice To California Consumers

Resurgens Partners does not sell your personal information. Resurgens Partners will only share personal information with 3rd parties at your request, or if necessary to provide services to you. All personal information that we collect is done according to Regulation S-P under the Gramm-Leach-Bliley Act ("GLBA"), which is described in our Privacy Policy. Other data is collected from visitors to the Resurgens Partners website including IP Address, Geolocation data, and web traffic information as you navigate through the websiteWhile we collect and analyze this data through Google Analytics, the data is "anonymized" so we cannot use it to identify you. All visitors are offered the opportunity to manage their cookie preferences to limit tracking. If you have any questions about the information we collect about you, please send a request to info@resurgenspartners.com.