Disclosure

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WARRANTIES & DISCLAIMERS

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There are no warranties implied.

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Modelist Inc. ("Modelist") is an investment adviser registered with the Minnesota Department of Commerce, Financial Institutions and Securities Division, and in the other states in which it is registered or notice filed. Registration as an investment adviser does not imply any level of skill or training, and does not mean that any state administrator has passed upon the merits or qualifications of, or recommended or given approval to, Modelist or its services.

Modelist transacts business only in states in which it is registered or is excluded or exempted from registration. Modelist provides non-discretionary model portfolios and research to institutional subscribers. It does not exercise investment discretion, does not maintain custody of client or end-client assets, and does not provide individualized investment advice to the clients of the advisers who subscribe to its services. Content on this site is general in nature, is not investment, legal, or tax advice, and is not an offer or solicitation to buy or sell any security. All investing involves risk, including loss of principal, and past performance does not guarantee future results.

Modelist's Form ADV Part 1 and current Form ADV Part 2A brochure are available at adviserinfo.sec.gov (CRD No. 327365) and free of charge upon request at hello@modelist.me or 612-887-9897.

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PRIVACY POLICY

Investment advisers are required by law to inform their clients of their policies regarding privacy of client information. We are bound by professional standards of confidentiality that are even more stringent than those required by law.

Federal law gives the customer the right to limit some but not all sharing of personal information. It also requires us to tell you how we collect, share, and protect your personal information. 

TYPES OF NONPUBLIC PERSONAL INFORMATION (NPI) WE COLLECT

We collect nonpublic personal information about you that is either provided to us by you or obtained by us with your authorization. This can include but is not limited to your Social Security Number, Date of Birth, Banking Information, Financial Account Numbers and/or Balances, Sources of Income, and Credit Card Numbers or Information. When you are no longer our customer, we may continue to share your information only as described in this notice.

PARTIES TO WHOM WE DISCLOSE INFORMATION

All Investment Advisers may need to share personal information to run their everyday business. In the section below, we list the reasons that we may share your personal information:

• For 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;

• For our marketing – to offer our products and services to you;

• For joint marketing with other financial companies;

• For our affiliates’ everyday business purposes – information about your transactions and experiences and information about your creditworthiness; or

• For non-affiliates to market to you.

If you are a new customer we may begin sharing your information on the day you sign our agreement. When you are no longer our customer, we may continue to share your information as described in this notice. However, you can contact us at any time to limit our sharing.

PROTECTING CONFIDENTIALITY OF CURRENT AND FORMER CLIENT’S INFORMATION

To protect your personal information from unauthorized access and use, we use security measures that comply with federal law, including computer safeguards and secured files and building.

FEDERAL LAW GIVES YOU THE RIGHT TO LIMIT SHARING – OPTING OUT

Federal law allows you the right to limit the sharing of your NPI by “opting-out” of the following: sharing for affiliates’ everyday business purposes – information about your creditworthiness; or sharing with affiliates or non-affiliates who use your information to market to you. State laws and individual companies may give you additional rights to limit sharing. Please notify us immediately if you choose to opt out of these types of sharing.

DEFINITIONS: Affiliates – companies related by common ownership or control. They can be financial and non-financial companies; Non-affiliates – companies not related by common ownership or control. They can be financial and non-financial companies; Joint marketing – a formal agreement between non-affiliated financial companies that together market financial products or services to you. 

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Please call if you have any questions. Your privacy, our professional ethics, and the ability to provide you with quality financial services are very important to us.

 

General Privacy Notice

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At Modelist Inc. ("we," "our," "us"), your privacy is important to us. This Privacy Notice explains how we collect, use, disclose, and protect personal data when you visit our website. By using tracking technologies such as cookies and non-cookie technologies, we gather information to improve your experience and deliver relevant content.

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When you visit our site, we may automatically collect certain personal data, including your IP address, browser type and version, device information, and details about your browsing behavior on our site. This data is gathered using technologies like third-party cookies, which are small text files stored on your device, and non-cookie technologies such as tracking pixels or device identifiers.

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The data we collect helps us analyze website performance, improve user experience, and deliver content and advertisements tailored to your interests. It also allows us to monitor and prevent fraudulent or unauthorized activity, ensuring the safety and reliability of our services. Email information collected may be used for direct marketing purposes.

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You have the right to manage how your personal data is collected through these tracking technologies. To limit or decline data collection via third-party cookies, you can adjust your browser's settings to block or disable third-party cookies entirely. On mobile devices, you can reset the advertiser identifier through the privacy settings to reduce or eliminate personalized tracking. Please note that disabling certain tracking technologies may affect the functionality and features of our website. (NAI consumer opt-out information can be found here.)

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We may share your personal data with trusted third parties, such as advertising partners to deliver relevant ads and analytics providers to help us understand website usage patterns. These third parties operate under their own privacy policies, and we recommend reviewing their practices to understand how they handle your data.

We may use your information for our own marketing purposes. Our advertising Partner, NextRoll, Inc., performs a hash of your email address in order to serve targeted advertising to other devices connected to you (via cross-device tracking). By submitting this form, you acknowledge NextRoll, Inc.’s hashing and cross-device activity. For more information, please see NextRoll’s Privacy Notice.

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Depending on your location, you may have specific rights concerning your personal data. These rights may include accessing, correcting, or deleting your data, objecting to its use for marketing purposes, or requesting detailed information about the data we collect and process. California residents can learn more here.

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From time to time, we may update this Privacy Notice to reflect changes in our data practices or comply with legal requirements. We encourage you to review this page periodically to stay informed about how we protect your information.

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If you have any questions or concerns about this Privacy Notice or how we handle your personal data, please contact us directly.