Privacy Policy

Monterra Advisors, LLC (“Monterra”) values your privacy. We collect and maintain non-public personal information about our clients to provide investment advisory services and to comply with legal and regulatory requirements.

We may collect information such as name, address, contact details, financial information, and investment objectives from account applications, transactions, and third parties such as custodians or other advisers.

Monterra does not sell, share, or disclose non-public personal information about current or former clients except as permitted by law or as required to provide advisory services. This may include disclosures to custodians, accountants, auditors, or regulators.

We maintain physical, electronic, and procedural safeguards to protect client information. Access to personal information is restricted to personnel who need it to perform their responsibilities.

Website inquiries and analytics

Our inquiry form uses Web3Forms to deliver your message and hCaptcha to help prevent spam. The information you submit is used to respond to your inquiry. Please do not send account numbers or other sensitive financial information through the form.

With your permission, we use Google Analytics to understand website visits, referral sources, article readership and the number of successful inquiries. We do not send the names, email addresses, phone numbers or message contents entered in our inquiry form to Google Analytics. We do not enable advertising personalization or Google signals for this measurement.

Optional analytics remains off until you select “Allow analytics.” You can decline or change your choice using “Cookie preferences” in the footer. Google may process usage and device information to provide Analytics. Learn more about how Google uses information from websites.

Clients may contact us through our inquiry form to request additional information about our privacy practices or to obtain a copy of this notice.