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This privacy policy has been compiled to better serve those who are concerned with how their 'Personally Identifiable Information' (PII) is being used online. PII, as used in US privacy law and information security, is information that can be used on its own or with other information to identify, contact, or locate a single person, or to identify an individual in context. Please read our privacy policy carefully to get a clear understanding of how we collect, use, protect or otherwise handle your Personally Identifiable Information in accordance with our website.

Financial companies choose how they share your personal information.

Federal law gives consumers the right to limit some but not all sharing. Federal law also requires us to tell you how we collect, share, and protect your personal information. Please read this notice carefully to understand what we do.

The types of personal information we collect can include your Social Security number, birth date, address, income, account balances, and holdings. When you are no longer our client, we may retain this information for a period of time.

Why do we share your information?

Our custodians need this information to open and service your accounts. We do not use this information to market to you.

Blue Rock will provide your information to TD Ameritrade for the purpose of opening a custodial account with TDA on your behalf. Blue Rock Financial also contracts with yhlSoft, Inc (dba Advyzon) to facilitate fee payments and performance reporting for your accounts. Their Privacy Notice is available on request. Blue Rock also contracts with IDrive, a secure cloud storage provider, to back up files on a regular basis for Blue Rock’s computers. Blue Rock also contracts with Holistiplan, RightCapital, and Shareholders Services Group to provide various services such as tax analysis, planning and custodial services to clients. None of your information will be shared with any other third parties by Blue Rock without your consent.

TD Ameritrade has a Privacy Policy of its own which is disclosed in the account opening paperwork they provide. You may obtain another copy by calling TD Ameritrade at 1-800-431-3500.

Do we use 'cookies'?

Yes. Cookies are small files that a site or its service provider transfers to your computer’s hard drive through your Web browser (if you allow) that enables the site’s or service provider’s systems to recognize your browser and capture and remember certain information. This helps us to remember your previous selections to save you time, the next time you visit our website.

You can choose to have your computer warn you each time a cookie is being sent, or you can choose to turn off all cookies. You do this through your browser (like Chrome or Firefox) settings. Each browser is a little different, so look at your browser’s Help menu to learn the correct way to modify your cookies.

If you disable cookies, some features may be disabled. It won’t affect your immediate “active” sessions, but it will prevent us from remembering your previous search or preference selections.

We have implemented the following:

Demographics and Interests Reporting through Google Analytics. We along with third-party vendors, such as Google use first-party cookies (such as the Google Analytics cookies) to compile data regarding user interactions.

California Online Privacy Protection Act

CalOPPA is the first state law in the nation to require commercial websites and online services to post a privacy policy. The law’s reach stretches well beyond California to require a person or company in the United States (and conceivably the world) that operates websites collecting personally identifiable information from California consumers to post a conspicuous privacy policy on its website stating exactly the information being collected and those individuals with whom it is being shared, and to comply with this policy. – See more at:

According to CalOPPA we agree to the following:

Users can visit our site anonymously. Our Privacy Policy link includes the word ‘Privacy’ and can be easily be found in the footer of all site pages. Users will be notified of any privacy policy changes directly on our Privacy Policy Page.

Fair Information Practices

The Fair Information Practices Principles form the backbone of privacy law in the United States and the concepts they include have played a significant role in the development of data protection laws around the globe. Understanding the Fair Information Practice Principles and how they should be implemented is critical to comply with the various privacy laws that protect personal information.


The CAN-SPAM Act is a law that sets the rules for commercial email, establishes requirements for commercial messages, gives recipients the right to have emails stopped from being sent to them, and spells out tough penalties for violations.

We collect your email address in order to:

Respond to “Contact Us” inquiries or submissions, which were initiated by the user.

If at any time you would like to unsubscribe from receiving future emails, you can call us at: 541.734.2224 and we will promptly remove you from ALL correspondence within 2 weeks time.

If there are any questions regarding this privacy policy you may contact us using the information below.

MAILING ADDRESS:   PO Box 8445   .   Medford, OR 97501
BY PHONE:    541-734-2224


Last Edited:  Dec 9, 2022