Transparency & Privacy
~ OURS & YourS ~

Transparency & SEC Documents

Links to PDFs of all of our SEC-required disclosures. We send these to clients each year as they are updated, and keep them current on our website.

ADV Part 2A – Firm Brochure

ADV Part 3 - Client Relationship Summary

Privacy

This privacy notice for Two Point Capital Management, Inc. (doing business as Two Point Capital Management), describes how we might collect, store, use, and/or share your data.

What information do we collect?

We collect information from you when you schedule a consultation or fill out a form.

When requesting information or registering on our site, as appropriate, you may be asked to enter your: name, e-mail address, mailing address, phone number, or other similar information. You may, however, visit our site anonymously.

Last updated September 10, 2024

This privacy notice for Two Point Capital Management, Inc. (doing business as Two Point Capital Management), describes how we might collect, store, use, and/or share your data.

What information do we collect?

We collect information from you when you schedule a consultation or fill out a form.

When requesting information or registering on our site, as appropriate, you may be asked to enter your: name, e-mail address, mailing address, phone number, or other similar information. You may, however, visit our site anonymously.

What do we use your information for?

Any of the information we collect from you may be used in the following ways:

  • To improve our website (we continually strive to improve our website offerings based on the information and feedback we receive from you)
  • To improve customer service (your information helps us to more effectively respond to your customer service requests and support needs)
  • To process transactions (we use your information to process the transaction you requested)
  • To send periodic emails (the email address you provide will be used to send youinformation and insights that we feel may be useful, thought-provoking or fun)

How do we protect your information?

We have organizational and technical processes and procedures in place to protect your personal information.

We maintain an SSL certificate for our website. Secure Sockets Layer(SSL) is a security protocol that provides privacy, authentication, and integrity to Internet communications. 

Can my data be removed?

Yes. You may unsubscribe at any time by clicking the “unsubscribe” link at the bottom of our emails.

Should you wish to have your information deleted by us, please send an email to us at clientconnect@twopointcapital.com.

Do we use cookies?

Yes. Cookies are small files that a site or its service provider transfers to your computer’s hard drive through your Web browser (if you allow) that enable the site’s or service provider’s systems to recognize your browser, plus capture and remember certain information.

We use cookies to keep track of advertisements and compile aggregate data about site traffic and site interaction so that we can offer better site experiences and tools in the future.

Do we disclose any information to outside parties?

We do not sell, trade, or otherwise transfer to outside parties your personally identifiable information. This does not include trusted third parties who assist us in operating our website, conducting our business, or servicing you, so long as those parties agree to keep this information confidential. We may also release your information when we believe release is appropriate to comply with the law, enforce our site policies, or protect our or others’ rights, property, or safety. However, non-personally identifiable visitor information may be provided to other parties for marketing, advertising, or other uses.

Third-party links

Occasionally, at our discretion, we may include links to third-party research or resources on our website and/or in emails. These third-party sites have separate and independent privacy policies. We, therefore, have no responsibility or liability for the content and activities of these linked sites. Nonetheless, we seek to protect the integrity of our site and welcome any feedback about any such third-party sites.

Your Consent

By using oursite, you consent to our privacy policy.

Changes to our Privacy Policy

If we decide to change our privacy policy, we will post those changes on this page and/or update the privacy policy date at the top of the policy.

Contacting Us

If you have questions regarding this privacy policy, you may contact us via email at clientconnect@twopointcapital.com or by mail at the address below:

TwoPoint Capital Management
4 South Main Street
Pittsford, NY 14534

Call us at 585-586-1731 or contact us to set up an exploratory consultation.