Welcome to the website of Vertex Capital, LLC ("VC").
VC is very private by nature, and we take very seriously our collective legal and ethical responsibility to guard the confidentiality of personal information about clients. It is our policy not to disclose nonpublic personal information about our clients to non-affiliated third parties except as permitted by law. This policy applies to all of our current and former clients.
In the course of any business relationship we may have with you, we will likely collect certain information (such as your name, social security number, income and net worth) from various documents and forms that you may deliver to us, from conversations we have with you and from the transactions we process for you. We may disclose this collected information to our affiliates and/or to certain of our service providers (including accountants, auditors and attorneys) in connection with the administration and execution of the services we provide for you and your account, such as in preparing tax forms and verifying securities law compliance. These service providers are required (by contract, professional conduct and/or law) to maintain the confidentiality of this information and not to use it for purposes other than those related to the tasks for which they have been retained. We do not otherwise disclose any personal information about you to other firms, individuals or organizations.
We restrict access to the nonpublic personal information of our clients except as provided above, and to our employees who need to know such information. We maintain physical, electronic, and procedural safeguards that comply with federal standards to protect your nonpublic personal information.