Privacy Policy


RVX maintains an information security program to reduce the risk that your personal and confidential information may be breached.  Furthermore, the Adviser is committed to maintaining the confidentiality, integrity and security of the personal information that is entrusted to us.


The categories of nonpublic information that we collect from you may include information about your personal finances, information about your health to the extent that it is needed for the financial planning process, information about transactions between you and third parties, and information from consumer reporting agencies, e.g., credit reports.  We use this information to help you meet your personal financial goals.


We maintain a secure office to ensure that your information is not placed at unreasonable risk.  We employ a firewall barrier and use other techniques and authentication procedures in our computer environment.  We do not provide your personal information to mailing list vendors or solicitors.  We require strict confidentiality in our agreements with unaffiliated third parties that require access to your personal information, including financial service companies, consultants, and auditors.  Federal and state securities regulators may review our Company records and your personal records as permitted by law.  Personally identifiable information about you will be maintained while you are a client, and for the required period thereafter that records are required to be maintained by federal and state securities laws.  After that time, information may be destroyed.


We will notify you in advance if our privacy policy is expected to change.  We are required by law to deliver this Privacy Notice to you annually, in writing.