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Privacy Policy


Sunstone Management Advisors (referred to as “SMA”) recognizes the importance of protecting the privacy of individual-specific information (“information”) collected about our clients and prospective clients (referred to as “Clients”, “you”, or “your”). At SMA, it is our intention to provide you with as much control over your privacy as possible in regard to your information and the use we make of it in the course of your use of our website located at (referred to as “Website” or “our Site”). This Website Privacy Policy describes the types of information we collect, what we do with that information and how we handle information we learn about you from our Website. If you have questions about this policy or wish to contact us, we can be reached via e-mail at:

Collection and Use of Information

SMA is the sole owner of the information collected on our Website. We collect information from visitors or visitors in multiple ways as detailed below. The information we collect depends on what you do when you visit our Site. Please note that we do not collect personally identifying information about you, including your name, e-mail address, telephone number or postal address, when you visit our Site, unless you choose to provide such information by submitting an information or contact request regarding the Site or our services. If at any time you do provide us with such information, we will collect it and maintain it according to this policy.

Contact Us or Information Inquiries

You may provide information through a voluntary submission. These submissions are made using the Contact Us form included on the Website to request additional information from SMA regarding our services.

Log Files and Analytical Information

For each visitor to our Website, we may automatically gather certain information and store it in log files. This information includes internet protocol (IP) addresses, browser type, internet service provider (ISP), referring/exit pages, operating system, date/time stamp, and/or clickstream data. We may collect and store this information on an individual basis and in aggregate, or combined, form. We may also collect both visitor-specific and aggregate information on what pages visitors access or visit. We use this information to analyze trends, to administer the site, to track a visitor’s movements around the site, and to gather demographic information about our visitors. We also use this information to improve the content of our web pages, and to customize the content and layout of our pages. All of this is done with the intention of making our Site more useful to visitors. We do not correlate this information with data about individual visitors.

We may use one or more third-party tracking services (e.g., Google Analytics) to track non-personally identifiable information about visitor to our Site in the aggregate. These third-part services may use JavaScript, pixels, transparent GIF files, and other means to enable us to learn what brings visitors to our Website. Any information we track in this manner is anonymous, limited to usage and volume statistics, and is used to provide insight in the effectiveness of our on-line marketing strategy and specific initiatives.

We do not divulge any information about individual visitors to third parties unless it is required by law or regulation.


We use both session cookies and permanent cookies on our Website. A cookie is a small text file that is stored on a visitor’s computer for record-keeping purposes. We may link the information we store in cookies to your personal information to provide a faster online experience. You can refuse cookies by turning them off in your browser. If you’ve set your browser to warn you before accepting cookies, you will receive the warning message with each cookie. You do not need to have cookies turned on to use our Site. If you reject cookies, you may still use our Site, but your ability to use some areas of our Site will be limited. We use session cookies to record session information, such as which web pages a visitor has viewed, and to track visitor activity on this Site.

We use persistent cookies to track and target the interest of our visitors to enhance the experience on our Site. Persistent cookies can remain on your hard drive for an extended period. You can remove persistent cookies by following directions provided in your browser’s “help” file.

Use of Personally Identifying Information by SMA

We will use information based on the purpose for you provided it (e.g., to contact you with a response to a request for information). We will communicate with you according to your initial request by either e-mail or telephone.

SMA may also use your information to send you information in which you may have an interest. The means by which SMA will contact you with this information will depend on the type of information you have provided. For example, if you voluntarily provide us with your e-mail address, you may receive a promotional e-mail from us. If you provide us with your postal address, you may receive a mailing from SMA regarding our products and services.

If you do not wish to receive promotional information from SMA, you may opt out of receiving such communications by contacting us at info@sunstonemanagementadvisors. To help us processes your request, please include sufficient information for us to identify you in our records (your e-mail address will suffice). Please allow us a reasonable time to process your request.

Disclosure of Personally Identifying Information by SMA

As a rule, SMA will not disclose any of your information except in the following situations:

  1. As required by law or when we believe that disclosure is necessary to protect our rights, to comply with a court-order or other legal process, to respond to a government or regulatory request, and/or to cooperate with authorities in connection with investigations of crimes or other wrongdoing.
  2. If we have a good faith belief that disclosure is necessary or appropriate to protect the rights, property, or safely of SMA, our clients, or others. This includes exchanging information with other companies or organizations for the purposes of fraud protection.

We do not rent or sell e-mail addresses, postal addresses or telephone contact information to third parties and will not otherwise share any personally identifying information we collect with a third party except in conjunction with the sale or similar transfer of SMA and/or its assets.

Information Access

Upon request, we provide Site visitors with access to their own personally identifying contact information (e.g. name, address, phone number) that we maintain about them. You can access this request by sending your request to To help us process your request, please provide sufficient information to allow us to identify you in our records.

We reserve the right to ask for information verifying your identity prior to disclosing any information to you. Should we ask for verification, the information you provide to verify your identify will be used only for that purpose, and all copies of this information in our possession will be destroyed when the process is complete.

We also offer site visitors the opportunity to have inaccuracies corrected in all information we maintain about them. Contact and please provide sufficient information to allow us to identify you in our records.


The security of your personal information is important to SMA. We follow generally accepted industry standards to protect the personal information shared with us, both during transmission and once we receive it. We guard that information against loss, misuse, or alteration. Please note, however, that no method of transmission over the internet, or method of electronic storage is 100% secure. There, while we use commercially reasonable means to protect your personal information, we cannot guarantee its absolute security.

Third Party Sites

This Website Privacy Policy applies only to information collected by this website.

Changes to This Policy

If our information practices change materially at some time in the future, we will post the updated Website Privacy Policy on our Website.

Questions / Concerns

If you believe that this Site is not following its stated Privacy Policy, you may contact us at, or state and local chapters of the Better Business Bureau.


By using this site, you consent to the collection and use of this information by SMA. If we decide to change our Website Privacy Policy, we will post the updated Website Privacy Policy on our website so that you are always aware of what information we collect, how we use it, and under what circumstances we disclose it.

Updated: November 1, 2022