privacy policy
Last updated: January 31, 2025
General Visitors to our Site
The following privacy policy outlines how Team Hewins, LLC (“Team Hewins”) collects information voluntarily provided from our visitors through our website. However, we do not require visitors to submit personal information to obtain general access to our website. Information that is collected may be used in the aggregate to improve our services. Certain pages of this website contain forms that allow a Visitor to request information about our services and solutions. In completing a form, you may be required to provide contact information, such as name, phone number and email address. Please note that any information submitted implies consent for use of the information, and Team Hewins may use the information from these forms to respond to requests and send information requested. We will not share this information with any third party unless required or permitted by law.
Cookies
Cookies are pieces of data assigned by a Web server to your browser. Cookies help Websites to keep track of your preferences and to recognize return visitors. So, when you return to a Web site you’ve visited before, your browser gives this data back to the server. Team Hewins uses cookies to make your online experience richer and more personalized. As a matter of security, we do not embed personal information in our cookies, other than the email address used for purposes of logging in. Please contact Team Hewins Chief Compliance Officer with any questions regarding this policy (650-620-3040).
Clients
Team Hewins adheres to the same high standards for online privacy as any other aspect of Client privacy. We maintain physical, electronic and procedural safeguards that comply with federal standards to guard Client’s personal information.
1. What Does Team Hewins, LLC Do With Your Personal Information?
Why?
Financial companies choose how they share your personal information. Federal law gives consumers the right to limit some but not all sharing. Federal law also requires us to tell you how we collect, share, and protect your personal information. Please read this notice carefully to understand what we do.
What?
The types of personal information we collect and share depend on the product or service you have with us. This information can include:
- Social Security Numbers and Account Numbers
- Personal Financial Information including assets, income and expenses
- Personal Information including employment and tax status
When you are no longer our customer, we continue to share your information as described in this notice.
How?
All financial companies need to share clients’ personal information to run their everyday business. In the section below, we list the reasons financial companies can share their clients’ personal information; the reasons Team Hewins, LLC chooses to share; and whether you can limit this sharing.
3. Who We Are
Who is providing this notice? Team Hewins, LLC
4. What We Do
How does Team Hewins, LLC protect my personal information?
To protect your personal information from unauthorized access and use, we use security measures that comply with federal law. These measures include computer safeguards and secured files and buildings.
How does Team Hewins, LLC collect my personal information?
We collect your personal information, for example, when you
- open an account or seek advice about investments
- provide account information or give us your contact information
- enter into an investment advisory contract
Why can’t I limit all sharing?
Federal law gives you the right to limit only
- sharing for affiliates’ everyday business purposes—information about your creditworthiness
- affiliates from using your information to market to you
- sharing for nonaffiliates to market to you
State laws and individual companies may give you additional rights to limit sharing.
5. Key Definitions
Affiliates
Companies related by common ownership or control. They can be financial and nonfinancial companies.
- Team Hewins, LLC has no affiliates
Nonaffiliates
Companies not related by common ownership or control. They can be financial or nonfinancial companies.
- Team Hewins, LLC does not share with unrelated companies
Joint Marketing
A formal agreement between nonaffiliated financial companies that together market financial products or services to you.
- Team Hewins, LLC does not participate in joint marketing