Website Disclaimer
 
THERE ARE NO WARRANTIES, EXPRESSED OR IMPLIED, AS TO ACCURACY, COMPLETENESS, OR RESULTS OBTAINED FROM ANY INFORMATION POSTED ON THIS OR ANY 'LINKED' WEBSITE.
 
All domestic and international rights are reserved. No part of this website, including text, graphics, et al., may be reproduced or copied in any format, electronic, print, et al., without written consent from Insight Advisors NW, LLC.
 
Insight Advisors NW, LLC is concerned about your right to privacy. When you visit our website, the following data is collected:
  • The type of browser used
  • Geographical region the connection is originating from
  • Date and time of the connection
  • Pages visited during the connection
  • Date and time the connection was severed

This information is used solely to determine traffic patterns on the site. No personal information is collected at any time. Any personal correspondence to us that originates from this site via one of the email/subscribe links will be for internal use only and treated confidentially. We do not disclose personal information to any third-party without consent. Additional privacy information can be found in our privacy policy.

If you have questions or concerns about our policy, please contact us at 503-776-0606 or by email at info@insightadvisorsnw.com.
 
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Notice of Privacy Practices
 
Insight Advisors NW, LLC, an investment advisory firm, is committed to safeguarding the confidential information of its clients. We do collect nonpublic personal information in order to open and administer your accounts with us and to provide you with accurate and pertinent advice. We hold all nonpublic personal information you provide to us in the strictest confidence. If we were to change our firm policy, we would be prohibited under the law from doing so without advising you first.

You may direct us not to make disclosures (other than disclosures required by law) regarding nonpublic personal information to nonaffiliated third parties. If you wish to opt out of disclosures to non-affiliated third parties please contact us at 503-776-0606.

Insight Advisors NW, LLC collects personal information about you from the following sources: 

  • Applications or other forms
  • Discussions with nonaffiliated third parties
  • Information about your transactions with us or others
  • Questionnaires
  • Tax Returns
  • Estate Planning Documents

Insight Advisors NW, LLC uses your personal information in the following manner: 

  • We do not sell your personal information to anyone.
  • We limit employee and agent access to information only to those who have a business or professional reason for knowing, and only to nonaffiliated parties as permitted by law. (For example, federal regulations permit us to share a limited amount of information about you with a brokerage firm in order to execute securities transactions on your behalf, or so that our firm can discuss your financial situation with your accountant or lawyer.)
  • We will provide notice of changes in our information sharing practices. If, at any time in the future, it is necessary to disclose any of your personal information in a way that is inconsistent with this policy, we will give you advance notice of the proposed change so you will have the opportunity to opt out of such disclosure.
  • We maintain a secure office and computer environment to ensure that your information is not placed at unreasonable risk.
  • For nonaffiliated third parties that require access to your personal information, including financial service companies, consultants, and auditors, we also require strict confidentiality in our agreements with them and expect them to keep this information private. Federal and state regulators also may review firm records as permitted under law.
  • We do not provide your personally identifiable information to mailing list vendors or solicitors for any purpose.
  • Personally identifiable information about you will be maintained during the time you are a client, and for the required time thereafter that such records are required to be maintained by federal and state securities laws. After this required period of record retention, all such information will be destroyed.