Beacon Pointe Automatic Data Collection Policy
Policy Dated: June 2020

Beacon Pointe protects your personal information in accordance with the policies and safeguards set forth in our Privacy Policy.  This Automatic Data Collection Policy applies to the website and any other website or mobile applications that are owned and controlled by Beacon Pointe and/or its affiliates (the “Website”).  Like virtually every commercial website, when you interact with Beacon Pointe’s Website, we use cookies and other technologies that collect information regarding your use.  This policy explains more about the technologies that we use and your choices with respect to these technologies.

Cookies are a small piece of data (text file) sent from a website and stored on your web browser in order to remember information about you, such as your login information.  When you return to our Website in the future, the data stored in the cookie can be retrieved by the Website to notify the Website of your previous activity.  Cookies do not harm your computer in any way.

Examples of the way in which we use cookies include:

  • to assist you in navigation, logging in, requesting products/services, making inquiries, registering for events and providing feedback;
  • to analyze your use of our products, services or application, as well as trends in our Website user’s behavior;
  • to maintain and enhance our marketing efforts, our Website and the services and information we offer.

You may refuse to accept browser cookies by activating the appropriate setting on your browser. However, if you select this setting, you may be unable to access certain parts of our Website. Unless you have adjusted your browser setting so that it will refuse cookies, our system will issue cookies when you direct your browser to our Website.

Pages of our Website may contain small electronic files known as web beacons (also referred to as clear gifs, pixel tags, and single-pixel gifs) that permit us, for example, to count users who have visited those pages and for other related website statistics.  Our Website uses Google Analytics, a service which transmits website traffic data to Google servers in the United States. Google Analytics does not identify individual users or associate your IP address with any other data held by Google. We use reports provided by Google Analytics to help us understand website traffic and webpage usage.  Google may use the data collected on the Website to contextualize and personalize the ads of its own advertising network. Google’s ability to use and share information collected by Google Analytics about your visits to the Website is restricted by the Google Analytics Terms of Service and the Google Privacy Policy. Google offers an opt-out mechanism for Google Analytics here:

We may engage in online behavioral advertising on third-party sites (also sometimes called “retargeting” or “tracking”) through which information collected about the pages you visit on the Website is used to display ads for our products and services on third-party websites.  This information may uniquely identify a browser but is not personally identifiable.  Similarly, we may use third-party online advertising companies or websites to provide you with Beacon Pointe advertisements that may be relevant to your interests or your demographics (known as “behavioral” or “interest-based” advertising), as determined by your activity on the Website or third-party websites.  The third-party advertising company or website may use cookies to understand your interests based on your browsing activities.  You can set your web browser to accept or refuse cookies or use free browser extensions or third-party applications to manage third-party cookies.  You may also be able to reject mobile device identifiers by adjusting the settings on your mobile device.  We do not control third parties’ collection or use of your information to serve behavioral/interest-based advertising. However, these third parties may provide you with ways to choose not to have your information collected or used in this way. For example, you may be able to opt out of receiving targeted ads from members of the Network Advertising Initiative (“NAI”) on the NAI’s website, and you may be able to opt out of receiving targeted ads from members of the Digital Advertising Alliance (“DAA”) by clicking on the “Ad Choices” icon where it appears on those ads.

We may update this Automatic Data Collection Policy from time to time, with or without prior notice to you, in accordance with applicable law, and after doing so, the policy date will be updated.  Please check back regularly for any changes.  Your continued use of the Website following any changes to this Policy constitutes your acceptance of any such changes made.  If you have any questions about this Automatic Data Collection Policy, or any of our privacy policies, please contact us at:

Phone: 1-866-272-1272


You are now leaving the website of Beacon Pointe Advisors and will be entering the website for Institutional Intelligent Portfolios®, an automated investment management service made available to you exclusively through Beacon Pointe Advisors. Beacon Pointe Advisors is independent of and not owned by, affiliated with, or sponsored or supervised by Schwab. Schwab has no responsibility for the content of Beacon Pointe Advisors' website. This link to the Institutional Intelligent Portfolios website should not be considered to be either a recommendation by SPT, Schwab, or any of their affiliates, or a solicitation of any offer to purchase or sell any security.

Privacy Preferences
When you visit our website, it may store information through your browser from specific services, usually in form of cookies. Here you can change your privacy preferences. Please note that blocking some types of cookies may impact your experience on our website and the services we offer.