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.

Clients may contact us at compliance@monterra-advisors.com to request additional information about our privacy practices or to obtain a copy of this notice.