Legal Disclosures

Legal Disclosures: Privacy Policy

Updated - 01/13/2018

Hart Capital Management, Inc. has formalized policies to protect the privacy of the personal information about our clients that we may obtain.

We collect non-public personal information about you from the following sources:

  • Information we receive from you on applications or other forms;
  • Information about your transactions with us, our affiliates or others;

We do not disclose any non-public personal information about our clients or former clients to anyone, except as permitted by law.

We restrict access to non-public personal information about you to those employees who need to know that information to provide services to you. We maintain physical, electronic and procedural safeguards that comply with federal standards to guard your personal information.

Please contact us at your convenience if you have any questions regarding this policy.

Important Investor Disclosure

Updated - 01/13/2018

CWH Capital Management, Inc., doing business as Hart Capital Management, Inc. (HartCap), is a SEC registered investment advisor located in Spokane, Washington, United States of America. HartCap’s web site is limited to the dissemination of general information pertaining to its investment advisory services. HartCap does not render or offer to render personalized investment advice through this medium. Any direct communication by HartCap with a prospective client shall be conducted by a representative that is either registered or qualifies for an exemption or exclusion from registration in the state where the prospective client resides. A copy of HartCap’s current SEC Form ADV, which contains a summary of the firm’s current business operations, services, and fees, is available upon request. A copy of SEC Form ADV must be delivered to a prospective client before services can be rendered. Request a copy of ADV.

Hart Capital Management, Inc., does not make any representations or warranties as to the accuracy, completeness, or relevance of any information prepared by any unaffiliated third party provider, whether linked to HartCap’s web site or incorporated herein. The information in this web site is based on data gathered from what HartCap believes are reliable sources. It is not purported to be complete and is not intended as the primary basis for investment decisions or as legal or tax advice to you. It should also not be construed as advice meeting the particular needs of any investor. HartCap may invest or otherwise hold an interest in companies or securities discussed on this web site.

All references in this web site to investment or composite performance are based on historical data. Past performance does not ensure future results.

An investment advisor or its representative may only transact business in a particular state after licensure or satisfying qualifications requirements of that state, or only if they are excluded or exempted from the state’s investment advisor requirements. Follow-up, individualized responses to consumers in a particular state by an investment advisor or their representative that involve either effecting or attempting to effect transactions in securities or the rendering of personalized investment advice for compensation, shall not be made without first complying with the state’s investment advisor requirements or pursuant to an applicable state exemption or exclusion.

Website Privacy:
Hart Capital Management, Inc. 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 on our privacy statement.

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