Legal & Privacy

Legal Disclosure


Disclaimer and Warranty

This Web site is for informational purposes only and does not constitute a complete description of our investment advisory services. This Web site is in no way a solicitation or offer to sell securities or investment advisory services except, where applicable, in states where Maxim Capital Management LLC (dba Worldview Wealth Advisors) has made notice filings or where an exemption or exclusion from such filing exists. Information throughout this site, whether charts, articles, or any other statement or statements regarding market or other financial information, is obtained from sources which we believe are reliable, but we do not warrant or guarantee the timeliness or accuracy of this information. Nothing on this Web site should be interpreted to state or imply that past results are an indication of future performance. Neither we nor our information providers shall be liable for any errors or inaccuracies, regardless of cause, or the lack of timeliness of, or for any delay or interruption in the transmission thereof to the user. THERE ARE NO WARRANTIES, EXPRESSED OR IMPLIED, AS TO ACCURACY, COMPLETENESS, OR RESULTS OBTAINED FROM ANY INFORMATION POSTED ON THIS OR ANY “LINKED” WEBSITE.


Use of Information

Any person is hereby authorized to view the information available from this website for informational purposes only. Any content from our Knowledge Center may be copied, shared and redistributed to other persons freely, provided that a complete description of the source and a link to our website are included. For all other content on this site, no part of this information may be redistributed, copied, or reproduced without the prior written consent of Maxim Capital Management LLC or its subsidiaries or affiliates.



Worldview graphics, logos, page headers, button icons, scripts, and service names are trademarks or trade dress of Worldview. These trademarks and trade dress may not be used in connection with any product or service that is not Worldview’s, in any manner that may cause confusion among customers or in any manner that disparages or discredits Worldview. All other trademarks not owned by Worldview or its subsidiaries that appear on this site are the property of their respective owners, who may or may not be affiliated with, connected to, or sponsored by us.



Privacy Practices


We have a long-standing commitment to protecting the confidentiality of our customers’ personal financial information. However, because of the unique nature of the Internet, we believe it will be helpful to have an overview of how this commitment is applied when we collect, use and protect your personal information when you visit us online.


We will never provide, sell or rent your personal information to any third party.


When you visit our web site we may collect navigational information such as pages visited and average time spent on a particular page. This is done to help us analyze our site design and enhance your user experience. We may also collect technical information concerning your computer browser type, IP address, location, or the presence of any software necessary to view our site.


We also collect personal information provided by you or your representative on applications, forms, and e-mails. We use this information for many purposes including processing transactions in client accounts, responding to service applications and questions, and to fulfill regulatory requirements. The information we collect is used to answer questions or deliver the services or information you have requested. We maintain strict policies to protect against the unauthorized disclosure or use of customer information and maintain extensive safeguards to prevent unauthorized access.



Cookie Policy


We use cookies and similar technologies such as web beacons, tags and Javascript alone or in conjunction with cookies to compile information about usage of our websites and interaction with emails from us.


When you visit our websites, our servers or an authorized third party may place a cookie on your browser, which can collect information, including Personal Data, about your online activities over time and across different sites. Cookies allow us to track overall usage, determine areas that you prefer, make your usage easier by recognizing you and providing you with a customized experience.


We use both session-based and persistent cookies. Session cookies exist only during one session and disappear from your computer when you close your browser software or turn off your computer. Persistent cookies remain on your computer or device after you close your browser or turn off your computer. You can control the use of cookies at the individual browser level, but if you choose to disable cookies, it may limit your use of certain features or functions on our websites or services. To opt-out from tracking by Google Analytics, please use the specific opt-out mechanism as indicated further below.


We also use web beacons on our websites. For example, we may place web beacons in marketing emails that notify us when you click on a link in the email that directs you to one of our websites. Such tracking technologies are used to operate and improve our websites and email communications and track the clicking of links or opening of emails.


The following sets out how we use different categories of cookies and similar technologies, as well as information on your options for managing the settings for the data collection by these technologies:


Types of Cookies


Required Cookies:

Required cookies enable you to navigate our websites and use their features, such as accessing secure areas of the websites.


If you have chosen to identify yourself to us, we may place on your browser a cookie that allows us to uniquely identify you when you are logged into the websites and to process your online transactions and requests.


Managing Settings: Because required cookies are essential to operate the websites there is no option to opt out of these cookies.


Functional Cookies:

Functional cookies allow us to remember information you have entered or choices you make (such as your username, language, or your region) and provide enhanced, more personal features.


Functional cookies may also be used to improve how our websites function and to help us provide you with more relevant messages, including marketing communications. These cookies collect information about how our websites are used, including which pages are viewed most often.


We may use our own technology or third party technology to track and analyze usage and volume statistical information to provide enhanced interactions and more relevant communications, and to track the performance of our advertisements.


In particular, we use Google Analytics (“Google Analytics”), a web analytics service provided by Google, Inc., 1600 Amphitheatre Parkway, Mountain View, CA 94043, USA as our processor. Google Analytics uses cookies to help us analyze how our websites are used, including the number of visitors, the websites visitors have come from, and the pages they visit. This information is used by us to improve our website.


We may also utilize HTML5 local storage or Flash cookies for these purposes. Flash cookies and HTML local storage are different from browser cookies because of the amount of, type of, and how data is stored.


Managing Settings: To manage the use of functional cookies on our websites, consult your individual browser settings for cookies. Note that opting out may impact the functionality you receive when using our websites.


To opt out from data collection by Google Analytics, you can download and install a browser add-on, which is available here.

To learn how to control functional cookies using your browser settings click here.

To learn how to manage privacy and storage settings for Flash cookies click here.


Targeting or Advertising Cookies:

We may use cookies delivered by us or third parties to show you ads for our products that we think may interest you on any devices you may use and to track the performance of our advertisements. For example, in these cases, cookies may collect and remember information such as which browsers have visited our websites. The information provided to third parties does not include Personal Data, but this information may be re-associated with Personal Data after the Company receives it.


We also may contract with third party advertising networks that collect IP addresses and other information from web beacons on our websites, from emails, and on third-party websites. Advertising networks follow your online activities over time and across different sites or other online services by collecting device and usage data through automated means, including through the use of cookies. These technologies may recognize you across the different devices you use, such as a desktop or laptop computer, smartphone or tablet. Third parties use this information to provide advertisements about products and services tailored to your interests. You may see their advertisements on other websites or mobile applications on any of your devices. This process also helps us manage and track the effectiveness of our marketing efforts.


Managing Settings: To manage the use of targeting or advertising cookies on this website, consult your individual browser settings for cookies.


Your Personal Data: Access, Correction, Deletion


We respect your privacy rights and provide you with reasonable access to your Personal Data. If you wish to access or amend any other Personal Data we hold about you, or to request that we delete or transfer any information about you that we have obtained from an Integrated Service, you may contact us as set forth in the “Contact Us” section. We try to respond to all legitimate requests within one month and will contact you if we need additional information from you in order to honor your request. If we do not require additional information to honor your request, we will have any reference to you deleted or blocked in our database.


You may update, correct, or delete your Account information and preferences at any time by contacting us. Please note that while any changes you make will be reflected in active user databases instantly or within a reasonable period of time, we may retain all information you submit for backups, archiving, prevention of fraud and abuse, analytics, satisfaction of legal obligations, or where we otherwise reasonably believe that we have a legitimate reason to do so.


Contact Us

To exercise your rights regarding your Personal Data, or if you have questions regarding this Privacy Statement or our privacy practices please contact us at: