Privacy Policy

General Visitors to our Site

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.

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. View a copy of Team Hewins Privacy Notice.

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)

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Best in State Advisors

Forbes Best-In-State Wealth Advisors, developed by SHOOK Research, is based on an algorithm of qualitative criteria, mostly gained through telephone and in-person due diligence interviews, and quantitative data. Those advisors that are considered have a minimum of seven years’ experience, and the algorithm weights factors like revenue trends, assets under management, compliance records, industry experience and those that encompass best practices in their practices and approach to working with clients. Portfolio performance is not a criteria due to varying client objectives and lack of audited data. Neither Forbes or SHOOK receive a fee in exchange for rankings. View Patrice’s full Forbes profile here.