Strubel Investment Management, LLC (“SIM”) is committed to maintaining the confidentiality, integrity and security of personal information about our current and prospective customers. We understand that privacy is an important issue for you, and we want you to understand how we work to protect your privacy when we collect information about you.
How We Obtain Personal Information
In providing you with financial products and services, or information about such products and services, SIM may collect public and non-public personal information about you from the following sources: your account agreements and other related documents and forms (for example, name, address, social security number, birth date and financial information) transactions with SIM outside entities, including credit reporting agencies, to obtain information (such as verification of identity, credit-worthiness, credit history, purchasing and investment preferences).
SIM, its employees and its affiliates may share all the information collected within SIM. Examples of this information may include identification information and transaction and experience information.
Last Updated: September 2009