Privacy Policy

Effective Date: 2/22/19

Rosemark (“our company” or “we” or “us”) operates this website (hereinafter, the “Site”) to provide information about our company, our investment strategy and portfolio, industry news, and other information related to our business. This Privacy Policy (hereinafter, this “Policy”) describes how we use and share the information we collect about you when you the Site.

This Policy is incorporated into our Terms of Use. If you do not agree with any provision of this Policy or our Terms of Use , please do not use the Site.

Information We Collect

When you access or contact us through the Site, we will collect your Personal Information. “Personal Information” means any information that can reasonably be used to identify or locate you, such as your name, email address, address, telephone number, IP address, and device ID. We may collect your Personal Information through your direct interactions with us, through our use of tracking technologies (such as cookies and web beacons), and from third parties like social networking sites on which we have profiles or pages.

When you use the Site, we may also collect information about your use of the Site that is not personally identifiable. This information may include aggregated information about traffic and activity on the website, such as pages clicked, pages viewed, and browser types. We collect this non-personally identifiable information through our use of tracking technologies.

How We Use Your Personal Information                                                            

We may use your Personal Information in the following ways:

  • Respond to your inquiries and requests, such as if you contact us through the Contact Us form on the Site;
  • Send you news and updates on our company and our investment portfolios;
  • Improve the Site and our content by, for example, incorporating any feedback you provide;
  • The purpose(s) for which we collected it, which will depend on the context in which you gave us your Personal Information; or
  • For other internal business purposes, such as to inform you of important administrative or transactional information.

When We Share Your Personal Information

We may share your Personal Information in the following circumstances:

  • With our service providers that help us run and manage our business, such as technology service and analytics providers;
  • As required by law, such as to comply with a subpoena or similar legal process or respond to a government request;
  • When we believe that disclosure is necessary to protect our rights and the rights of others, including to enforce our policies;
  • In the event Rosemark is involved in a merger, transfer, acquisition, sale, or other reorganization.

We do not share your Personal Information with third parties for their marketing purposes.

We may share any aggregated or other non-personally identifiable information with third parties for all lawful purposes.

Access and Modify your Personal Information

You may access or modify any Personal Information we maintain about you by emailing us at We will respond to your inquiry within a reasonable timeframe.

Opt Out of Marketing

If you no longer wish to receive marketing emails from us, you may unsubscribe by using the “unsubscribe” link in any marketing email you receive from us. Note that you may still receive important administrative or transactional announcements from us.

Data Collection Technologies

We may use cookies, web beacons, and other data collection technologies to help us understand our visitors and improve our Site and the services we offer. “Cookies” are small, often encrypted text files that contain small amounts of information that are stored on your computer or your mobile device’s browser directory. Cookies help us track usage behavior so that we can tailor information to make your visits more enjoyable and meaningful. For example, we use Google Analytics to collect information about how often users visit the Site, what pages they visit when they do, and what other websites they used prior to coming to this Site. For more information about Google’s ability to use and share information collected by Google Analytics, please see the Google Analytics Terms of Service and the Google Privacy Policy.

You can block cookies by setting the preferences available in your browser. If you block cookies, you may not be able to access certain areas or functionality of the Site. To find more information about cookies, visit

Do Not Track Signals

Some web browsers have “Do Not Track” or similar features that allow you to tell each website you visit that you do not want your activities on that website tracked. At present, the Site does not respond to “Do Not Track” signals and consequently, the Site will continue to collect information about you even if your browser’s “Do Not Track” feature is activated.


Protecting your Personal Information is important to us. Unfortunately, no data transmission over the Internet can be 100% secure. As a result, while we are committed to protecting your Personal Information, we cannot guarantee or warrant the security of the Personal Information you transmit to us through the Site.

Note to International Visitors

We are located in the United States, and the Personal Information we collect about you on the Site is stored on servers located in the United States. The laws of the United States may differ from the laws in your home country. By using this Site, you understand that we will process your Personal Information in the United States, consistent with this Policy and in accordance with U.S. laws.

Children’s Privacy

This Site is not intended for or directed to children under 13, and we do not knowingly collect Personal Information directly from children. If we become aware that we have collected information from a child under 13, we will immediately delete such information.

Third Party Links and Websites

The Site may contain links to other websites that we neither own nor operate. Such third party websites may include news media, unaffiliated organizations, and other third parties. We are not responsible for the information practices or the content of these third party websites.

Changes to this Policy

We may need to update this Policy to reflect changes in the law or our information practices. We will notify you in advance of any material updates to this Policy by providing notice on the Site or via email, if we have your email address on file. Any new Policy will replace all old versions of the Policy.

Contact Us

If you have any questions about this Policy or our information practices, please contact us: