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Rubric Advisors · Disciplined Wealth Management · 100% Fiduciary Commitment · Fee Only
Rubric Advisors · 100% Fiduciary · Fee Only
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How Rubric Advisors collects, uses, and protects your personal information.
Revised December 5, 2025
The types of personal information we collect and share depend on the product or service you have with us. This information can include:
| Reasons we can share your personal information | Do we share? | Can you limit? |
|---|---|---|
| For our everyday business purposes — such as to process your transactions, maintain your account(s), respond to court orders and legal investigations, or report to credit bureaus | Yes | No |
| For our marketing purposes — to offer our products and services to you | No | N/A |
| For joint marketing with other financial companies | No | N/A |
| For our affiliates' everyday business purposes — information about your transactions and experiences | No | N/A |
| For our affiliates' everyday business purposes — information about your creditworthiness | No | N/A |
| For our affiliates to market to you | No | N/A |
| For non-affiliates to market to you | No | N/A |
| For buying, selling, or sharing of client data gathered for text messaging | No | N/A |
Please note:
If you are a new customer, we can begin sharing your information from the date you received this notice. When you are no longer our customer, we continue to share your information as described in this notice.
However, you can contact us at any time to limit our sharing.
We collect your personal information, for example, when you:
Federal law gives you the right to limit only:
State laws and individual companies may give you additional rights to limit sharing.
Our website may use cookies and similar technologies to improve user experience and analyze site usage. You can configure your browser to refuse cookies, though some features of the site may not function properly as a result. Our interactive financial tools perform all calculations locally in your browser — no financial inputs are transmitted to or stored on our servers.
Our services are not directed to individuals under 18 years of age. We do not knowingly collect personal information from children.
We may update this Privacy Policy from time to time. We will post any changes on this page with an updated effective date. Continued use of our services after changes are posted constitutes your acceptance of the revised policy.