Privacy Policy & Disclosure Statement

Privacy Policy 
Beacon Pointe Holdings, LLC, owner of the Website and our Weekly Email The Sense is committed to respecting your right to privacy and we will only collect and use information through (the “Website” or “”) or our weekly email for the purposes set forth in this policy. We will provide links to other useful websites, so we advise you to carefully review their respective privacy policies; however, Beacon Pointe Holdings, LLC is not responsible for the contents and the privacy practices of such third-party sources. Note that if you are visiting our Website from outside of the United States you may be consenting to the transfer of information across international boundaries.

Information Collection and Usage
Beacon Pointe Holdings, LLC collects personal information through the Website at several points. For example, to subscribe to the Website or our Weekly Email, we require your e-mail address. Beacon Pointe Holdings, LLC does not collect any personal information that you do not expressly provide and will not sell, rent, or share your personal information to any third party for marketing purposes. When you visit our Website, we also collect anonymous information such as your IP address or domain name to analyze Website traffic, but this information is not personally identifiable. We will use this information to help diagnose problems with our server, to administer our Website, or to display the content according to your preferences. Traffic and transaction information may be shared with business partners and advertisers on an aggregate and anonymous basis.

We may pass your details to our agents, subcontractors, licensors and licensees to help us with any of our uses of your data set out in this privacy policy. For example, we may use third parties to assist us with delivering products to you, to enable us to collect payments from you, to analyze data and to provide us with marketing or customer service assistance.

We may exchange information with third parties for the purposes of fraud protection and credit risk reduction. We may transfer your data to other companies owned by Beacon Pointe Holdings. We may transfer our databases containing your personal information if we sell, or discuss the sale of, our business or part of it to an actual or potential purchaser.

If you receive an email or other correspondence requesting that you provide any sensitive information (including your Website password or credit card information) via email or to a website that does not seem to be affiliated with the Website, or that otherwise seems suspicious to you, please do not provide such information, and report such request to us at [email protected].

Review and Access
Upon your request, we will provide you with a summary of the information we collect about you. You will have an opportunity to correct, update, or modify this information.

How To Unsubscribe
You can unsubscribe from receiving our Weekly Emails at any time. You can unsubscribe by clicking on the “Unsubscribe” link in the footer of any The Sense email and following the instructions. You can also unsubscribe by clicking on the “Unsubscribe” link on the bottom of homepage and following the instructions.

Third Party Advertising
Some of the content on our Website may be delivered to you by our Website advertising partner or partners. Information about your visit to a partner site or sites, such as number of times you have viewed an ad (but not your name, e-mail, or other personal information), is used to serve ads to you.

An internet “cookie” is a small file which is placed on the user’s hard drive when you visit our Website. It helps us learn which areas of our Website are useful and which areas are in need of improvement. We also use cookies and the information we collect to show you relevant content and advertising. You can choose whether to accept cookies by changing the settings on your browser. If you disable this function, your experience at our Website may be diminished and some features may not work as they were intended.

Third Party Cookies
In the course of serving advertisements to this Website, our third-party advertiser may place or recognize a unique cookie on your browser.

Beacon Pointe Holdings, LLC may make changes to this privacy policy in the future. When we post changes to this policy, we will revise the date at the top of this policy so we recommend that you check this policy statement from time to time.

Compliance Disclosure:
All material provided on The Sense website is for informational purposes only and should not be considered as investment advice or as a recommendation. This material provides general information only. Beacon Pointe does not offer legal or tax advice. Private legal counsel alone may be responsible and relied upon for these purposes. Only private legal counsel may recommend the application of this general information to any particular situation or prepare an instrument chosen to implement the design discussed herein.

CIRCULAR 230 NOTICE: To ensure compliance with requirements imposed by the IRS, this notice is to inform you that any tax advice included in this communication, including any attachments, is not intended or written to be used, and cannot be used, for the purpose of avoiding any federal tax penalty or promoting, marketing, or recommending to another party any transaction or matter.

Additional Disclosures:

Beacon Pointe is an investment adviser registered with the United States Securities and Exchange Commission (SEC). The Beacon Pointe Family of Companies includes Beacon Pointe Advisors, LLC (“BPA”) and Beacon Pointe Wealth Advisors, LLC (“BPWA”); Beacon Pointe Wealth Advisors, LLC and Beacon Pointe Advisors, LLC are separate entities but affiliated companies.

Information on this site is provided for educational or informational purposes only. Beacon Pointe does not transact business on this site. Nothing herein should be construed as financial advice. Financial advice is available solely to clients of Beacon Pointe under written agreement. Beacon Pointe is not responsible for the accuracy of any third-party information on this site, nor any sites that are referenced via trackbacks or html links.

Each client and prospective client agrees, as a condition precedent to his/her/its access to Beacon Pointe’s website, to release and hold harmless Beacon Pointe, 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 Beacon Pointe.

The information set forth herein is for the sole use of our clients, prospective clients, and business partners, and only in connection with the purposes for which it is presented. By accepting delivery of the information, the intended recipient agrees that: a) the information set forth and the methodologies utilized herein are proprietary to the Beacon Pointe Family of Companies, and b) no part hereof will be reproduced, reprinted, disseminated, displayed, or utilized for any reason other than the purposes expressed by the client and BPA or BPWA without the prior written consent of BPA or BPWA.

Opinions expressed herein are subject to change without notice. BPA & BPWA have exercised all reasonable professional care in preparing this information. The information has been obtained from sources we believe to be reliable; however, BPA & BPWA have not independently verified, or attested to, the accuracy or authenticity of the information. Beacon Pointe is not responsible for the accuracy of any third-party information on this site, nor any sites that are referenced via trackbacks or html links. BPA & BPWA shall not be liable to customers or anyone else for the inaccuracy or non-authenticity of the information or for any errors of omission in content regardless of the cause of such inaccuracy, non-authenticity, error, or omission, except to the extent arising from the sole gross negligence of BPA or BPWA. In no event shall BPA or BPWA be liable for consequential damages.

Thank you for your continued confidence in Beacon Pointe. We appreciate your business.

Contact Us
If you have questions about this policy, or about the Website, please contact us at [email protected].

© 2017 Beacon Pointe Advisors. All rights reserved.