Privacy Policy

MicroVest Capital Management, LLC (“MicroVest” “Us,” or “We”) respects the privacy of every individual who visits (our “Website”). The following Privacy Policy outlines the information MicroVest may collect and how we may use that information when you visit our Website.


Our website uses Pardot and Google Analytics cookies to track information by automated means. We do not use cookies to record personal data about you. Cookies are files that websites send to your computer or other Internet-connected device to uniquely identify your browser or to store information or settings on your device. They are able to track information about the actions you take on our website such as pages viewed, links clicked, downloads, time spent on pages, etc. You, the user, have full control over the use of cookies. By changing the settings in your internet browser, you may deactivate or restrict the transfer of cookies. You may delete saved cookies at any time, as well as deactivate the creation of pseudonymized user profiles by configuring your browser settings to reject cookies.

How Do We Collect Your Data?

MicroVest does not collect personal information, such as name or email addresses through our website.

MicroVest does utilize Pardot, a marketing automation tool from Salesforce to help us improve our email and webservices, as well as optimize our website content. The data tracked through Pardot helps us find out what topics you are interested in by tracking which links you click on, which pages you visit, and how much time is spent on those pages, for example.

Pardot utilizes two types of cookies to track activity: session cookies and persistent cookies. Session cookies are temporary and are only stored on your computer when browsing the website. As soon as the browsing session ends, the cookie disappears. Session cookies are used to remember your browsing behavior during the session, e.g., remembering choices made on a previous page. Persistent cookies will stay on your device even after the browsing session has ended. A persistent cookie will remain on the device for a set period of time and will be activated every time you revisit

In addition to Pardot cookies, utilizes first-party cookies from Google Analytics in order to help us evaluate and improve the activity on our website. To learn more about Google Analytics and the cookies collected, please click here.

What Information Do We Track?

When you visit our site or open our emails, the following data is being collected by automated means:

  1. Information about your computer including your IP address, geographical location, browser type and version, and operating system;
  2. information about your visits to and use of this website including the referral source, length of visit, page views, and website navigation paths;
  3. information that is generated while using our website, including when, how often, and under what circumstances you use it; and
  4. your device type, operating system type, domain, and other system settings.

If we already have a record for you in Salesforce which has been obtained by direct means, we may be able to link your activity on our website to your personal information, if you accepted cookies tracking.

How we use the information we obtain

Information collected through our website may be used for the following purposes in order to:

  1. Operate, administer, and improve the user’s experience of our site
  2. Perform data analyses on visitors’ engagement and interaction with our site; and to
  3. Keep our website secure and prevent fraud

How do I disable or remove cookies?

Most browsers allow you to refuse to accept cookies—for example:

  • In Internet Explorer (version 10) you can block cookies using the cookie handling override settings available by clicking “Tools,” “Internet Options,” “Privacy,” and then “Advanced”;
  • In Firefox (version 24) you can block all cookies by clicking “Tools,” “Options,” “Privacy,” selecting “Use custom settings for history” from the drop-down menu, and unticking “Accept cookies from sites”; and
  • In Chrome (version 29), you can block all cookies by accessing the “Customize and control” menu, and clicking “Settings,” “Show advanced settings,” and “Content settings,” and then selecting “Block sites from setting any data” under the “Cookies” heading.

You can delete cookies already stored on your computer—for example:

  • In Internet Explorer (version 10), you must manually delete cookie files (you can find instructions for doing so at;
  • In Firefox (version 24), you can delete cookies by clicking “Tools,” “Options,” and “Privacy”, then selecting “Use custom settings for history”, clicking “Show Cookies,” and then clicking “Remove All Cookies”; and
  • In Chrome (version 29), you can delete all cookies by accessing the “Customize and control” menu, and clicking “Settings,” “Show advanced settings,” and “Clear browsing data,” and then selecting “Delete cookies and other site and plug-in data” before clicking “Clear browsing data.”

Disclosing personal information

Except as set forth in this Privacy Policy or as specifically agreed to by you, we will not disclose any personal information gathered by direct means that is stored in our CRM, Salesforce and linked to our marketing automation platform, Pardot. We do not ask for personal data, such as name or email addresses, through our website or by any other automated means. We may release personal information gathered by direct means, to any of our employees, officers, and issuers, as reasonably necessary for the purpose of running our business.

Our operations and maintenance contractors sometimes have limited access to your Personal Information in the course of providing products or services to us, subject to applicable confidentiality and data protection obligations. These contractors include vendors and suppliers that provide us with technology, services, and/or content related to better operation and maintenance of our website, database, and marketing automation service. Access to your personal information by these contractors is limited to the information reasonably necessary in order for the contractor to perform its limited function for us.

We also may disclose your personal information:

  1. To the extent that we are required to do so by law;
  2. In connection with any ongoing or prospective legal proceedings;
  3. in order to establish, exercise, or defend our legal rights (including providing information to others for the purposes of fraud prevention and reducing credit risk);
  4. to the purchaser (or prospective purchaser) of any business or asset that we are (or are contemplating) selling; and
  5. to any person who we reasonably believe may apply to a court or other competent authority for disclosure of that personal information where, in our reasonable opinion, such court or authority would be reasonably likely to order disclosure of that personal information.

 We will not supply your personal information to any third party for their or any other third party’s direct marketing.

How we protect your personal data

Management of information over the internet is inherently insecure. We cannot guarantee the security of our systems, nor can we guarantee that the information we manage will not be intercepted over the Internet. We do, however, maintain administrative, technical and physical safeguards designed to protect the data we maintain, which we have collected through direct means, through the site against accidental, unlawful or unauthorized destruction, loss, alteration, access, disclosure or use.

Retention of personal data

We retain information for as long as may be necessary to provide continuous service to you or to meet any of our contractual obligations, and longer where required by law.


We may update this policy from time to time by publishing a new version on our website. You should check this page occasionally to ensure you understand any changes to this policy.

Third party websites

Our website includes hyperlinks to, and details of, third party websites. We have no control over, and are not responsible for, the privacy policies and practices of third parties.

Access and control of personal data

If we have a personal record of you in Salesforce which was obtained by direct means, you may request access to, correction or deletion of your personal information held by MicroVest. We will consider any such request seriously and promptly, although we may choose not to delete information where it is necessary for compliance with our legal obligations, or we otherwise have a substantial need to retain the data. You may also have rights to restrict or to object to processing of your data and to portability of your data to other service providers.

To update your preferences or submit a request for deletion of your personal data, please call us at +1-240-380-1023 or email us at

If you believe that we have not been able to assist with your complaint or concern, and you are located in the EEA or the UK, you have the right to lodge a complaint with the competent supervisory authority.

General matters and the servers that make this website available are located in the United States. By using this website, you agree to the collection, processing and use of data by this website as outlined in this Privacy Policy.

If you have any questions regarding the Privacy Policy or if you would like us to update information we have about you or your preferences, please email us at