White River Consulting has adopted this privacy policy with recognition that protecting the privacy and  security of the personal information we obtain about our customers is an important responsibility. We  also know that you expect us to service you in an accurate and efficient manner. To do so, we must  collect and maintain certain personal information about you. We want you to know what information we  collect and how we use and safeguard that information. 

Information We Collect: We collect certain nonpublic information about you (“Customer Information”).  The essential purpose for collecting Customer Information is to allow us to provide advisory services to  you. Customer Information we collect may include: 

• Information that you provide on applications or other forms. This Customer Information may  include personal and household information such as income, spending habits, investment  objectives, financial goals, statements of account, and other records concerning your financial  condition and assets, together with information concerning employee benefits and retirement  plan interests, wills, trusts, mortgages and tax returns.  
• Identifying information such as your name, age, address, social security number, etc.  • Information about your transactions with us, or others (e.g., broker-dealers, clearing firms, or  other chosen investment sponsors).  
• Information we receive from consumer reporting agencies (e.g., credit bureaus), as well as  other various materials we may use to provide an appropriate recommendation or to fill a  service request.  

Security of Your Information: We restrict access to your nonpublic personal information to those  employees who need to know that information to service your account. We maintain physical,  electronic and procedural safeguards that comply with applicable federal or state standards to protect  your nonpublic personal information. 

Information We Disclose: We do not disclose the nonpublic personal information we collect about our  customers to anyone except: (i) in furtherance of our business relationship with them and then only to  those persons necessary to effect the transactions and provide the authorized services (such as  broker-dealers, custodians, independent managers etc.); (ii) to persons assessing our compliance with  industry standards (e.g., professional licensing authorities, consultants, etc.); (iii) our attorneys,  accountants, and auditors; or (iv) as otherwise provided by law. 

We are permitted by law to disclose the nonpublic personal information about you to governmental  agencies and other third parties in certain circumstances (such as third parties that perform  administrative or marketing services on our behalf or for joint marketing programs).  SMS consent and your phone numbers will not be shared with any third parties or marketing services. These third parties  are prohibited to use or share the information for any other purpose. 

Former Clients: If you decide to close your account(s) or become an inactive customer, we will  adhere to our privacy policies, which may be amended from time to time. 

Changes to Our Privacy Policy: In the event there were to be a material change to our privacy policy  regarding how we use your confidential information, we will provide written notice to you. Where  applicable, you would be given an opportunity to limit or opt-out of such disclosure arrangements. 

Questions: If you have questions about this privacy notice or about the privacy of your customer  information call our main number 512-809-0898 and ask to speak to Christi Van Rite.