We Value Your Privacy

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Types of Nonpublic Personal Information We Collect

Our office only collects nonpublic personal information about you that is provided to us by you or obtained by our office with your authorization.

Nonpublic Personal Information

The term “nonpublic personal information” includes any personal information such as your address and social security number, and personally identifiable financial information obtained by our office.

Nonpublic Financial Information

The term “personally identifiable financial information” means any financial information obtained about you resulting from the services provided by our office. This includes, but is not limited to, tax information and liabilities, and information about your assets such as account numbers, values, and history, if applicable. The fact that you have obtained tax services from our office is also considered “personally identifiable financial information.”

Parties to Whom We Disclose Information

For current and former clients, our office never discloses any nonpublic personal information obtained in the course of our practice except as required or permitted by law or authorized by our client. Permitted disclosures include, for instance, providing information to employees of this office (who also are required to maintain confidentiality within the office), and in limited situations and with your consent, to unrelated third parties such as your accountants, financial advisors, insurance agents, financial institutions and government authorities in connection with your tax returns, who need to know that information to assist our office in providing services to you. In all situations, our office stresses the confidential nature of information being shared and the fact that it is not to be disseminated to unrelated third parties absent your express permission.

Confidentiality and Security of Current and Former Clients’ Information

Our office retains records relating to professional services that we provide you so that we are better able to assist you with your investment banking, financial consulting, and small business to lower middle market lending needs. In order to guard your nonpublic personal information, our office maintains physical, electronic, and procedural safeguards that comply with professional ethical standards and federal regulations to guard your nonpublic personal information.

Cookies and Other Tracking Technologies

We may use cookies, for example, to keep track of your preferences and profile information. Cookies are also used to collect general usage and volume statistical information that does not include personal information. We use another company to place cookies on your computer to collect non-personally identifiable information to compile aggregated statistics for us about visitors to our site.

User Agreement

By accessing this website, you agree to comply with this binding user agreement between you and Ultegra Business and its affiliates, which governs your access and use of the website. If you do not accept these terms and conditions, do not use this website. Your use of this website indicates your full acceptance of this user agreement in its then—current form each time you use the website. Ultegra Business and its affiliates reserve the right to change the terms and conditions at any time, without notice.

Ownership and restrictions on use

All content included on this website is the property of Ultegra Business and its affiliates or others and is protected by copyright with all rights reserved. You may download or print out a hard copy of individual pages and/or sections of Ultegra Business and its affiliates website, provided that you do not remove any copyright or other proprietary notices. Any downloading or otherwise copying from the Ultegra Business and its affiliates website will not transfer title to any software or material to you. You may not reproduce (in whole or in part), transmit (by electronic means or otherwise), modify, link into or use for any public or commercial purpose the Ultegra Business and its affiliates website without the prior written permission of Ultegra Business and its affiliates. You may not disassemble, deconstruct or otherwise violate the security of all or any portion of this website. At any time and for any reason we may revoke your right to use all or any portion of the website.

Risks you assume by using this website

Information on this website speaks only as of the date indicated. We make reasonable efforts to provide accurate information, but at times we may not promptly update or correct this website even if we are aware that it is inaccurate, outdated or otherwise inappropriate. You agree that we are not liable for any actions you take or decisions you make in reliance on any information on this website.

We make reasonable efforts to avoid technological problems, but at any time this website may have, and/or may cause, technological problems including viruses. We are not liable for any defects, delays or errors in or resulting from your use of this website.

We may, but have no obligation to, monitor and record activity on this website for any reason or for no reason.

Linked websites

When you access certain links on the Ultegra Business website you may leave the Ultegra Business website. Ultegra Business has not reviewed any of the websites linked to the Ultegra Business’s website and does not endorse or accept any responsibility for the content of such websites nor the products, services or other items offered through such websites.

International use

The information provided on this website is not intended for distribution to, or use in, any jurisdiction where such distribution or use would be contrary to law. You are responsible for compliance with applicable local laws and regulations.

No warranty

The information and opinions contained on the Ultegra Business website are provided without any warranty of any kind, either express or implied.

Limitation of liability

Neither we nor any of our affiliates, agents or employees is responsible for any damages, liabilities or injury, including but not limited to indirect, incidental, special, punitive or consequential damages however caused arising out your use of (or inability to use) this website or this user agreement. Our liability is limited to the maximum extent permitted by law and is limited even if we have been advised of the possibility of the damages, liability or injury that you suffer or if any remedy you have fails of its essential purpose, including any damages, liabilities or injuries caused by any failure of performance, error, omission, theft, interruption, deletion, defect, delay in operation, computer virus, communication line failure, or other computer malfunction.

Governing law

You agree that your use of this website and any disputes relating to the website or this user agreement shall be governed in all respects by the laws of the state of Colorado. Any dispute relating to the above shall be brought solely in the state or federal courts located in Colorado, and it is agreed that such courts shall have jurisdiction over the parties to this user agreement and any dispute arising hereunder.