Privacy Policy

In providing financial services and products to you, we collect nonpublic personal  information about you. Our policy is to keep this information confidential and to strictly safeguard it. We will only use or disclose it as needed to provide services to you, or as permitted by law.​

What We Collect

The information we collect about you includes what you give us when you open an account or are interviewed by us. This will include but may not be limited to the following:


Name & address

Social Security Number

Investment experience and objectives.

Financial circumstances

Employment

Income

Account balances

 

We may disclose personal information about you to third parties we do business with or hire that help us provide services and products to you, or as permitted by law, or as authorized by you. We do not sell your personal information to anyone.


How Information is Used

We use personal information to provide financial management services to you, such as managing the assets in your account. We disclose information to third parties as permitted by law, including brokers-dealers, custodians, administrators, transfer agents, or attorneys that we need to use to provide services and products to you. Periodically we must give information about our business to regulatory authorities. This may include personal information about you. We do not sell your personal information to anyone.


Safeguarding Information

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We are committed to protecting your account from fraud. We have procedures in place that we believe are sufficient to protect the security and confidentiality of your information. These include password protected user access to our computer files, which is strictly limited to EverGreen personnel. In addition, we implement systematic processes and procedures for securing and storing data. This includes storing offsite to prevent catastrophic loss.

The form ADV is available by contacting Evergreen Capital Management.

CONTACT

EVERGREEN

CAPITAL MANAGEMENT

909 N 96th Street 

Suite 101

Omaha, NE 68114

402.392.1220

The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.

Securities offered through TradePMR, Inc. Member FINRA/SIPC. Advisory services offered through EverGreen Capital Management.