At Prime, Buchholz & Associates, Inc., protecting your privacy is very important to us. We want you to understand what information we collect and how we use it. We collect and use “nonpublic personal information” in order to provide our clients with investment advisory services as effectively and conveniently as possible. “Nonpublic personal information” is nonpublic information about you that we obtain in connection with providing a financial service to you.
We treat nonpublic personal information in accordance with our Privacy Policy.
What Information We Collect and From Whom We Collect It
We may collect nonpublic personal information about you from the following sources:
- Information we receive from you;
- Information about your transactions with us; and
- Information we receive from non-affiliated third parties.
What Information We Disclose and To Whom We Disclose It
We do not disclose any nonpublic personal information about you to non-affiliates without your express consent, except as required by regulation or law. We may disclose the nonpublic personal information we collect, as described above, to persons or companies that perform services on our/your behalf and to other financial service providers such as investment management firms, mutual fund companies, custodians, broker dealers, etc. Any disclosures are made only to the extent necessary to facilitate services to you or on your behalf.
Information Safeguarding
We restrict access to your nonpublic personal information and only allow disclosures to persons and companies as required by regulation or law to assist in providing services to you. We maintain physical, electronic, and procedural safeguards to protect your nonpublic personal information.