| FACTS | WHAT DOES TRIPLE SUMMIT ADVISORS, LLC DO WITH YOUR PERSONAL INFORMATION? |
| Why? | 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. |
| What? |
The types of personal information we collect and share depend on the product or service you have with us. This information can include: – Social Security number and income – Assets and investment experience – Risk tolerance and Account balances |
| How? | All financial companies need to share customers’ personal information to run their everyday business. In the section below, we list the reasons financial companies can share their customers’ personal information; the reasons Triple Summit Advisors, LLC chooses to share; and whether you can limit this sharing. |
| Reasons we can share your personal information | Does Triple Summit Advisors, LLC share? | Can you limit this sharing? |
| For our everyday business purposes – such as to process your transactions, maintain your account(s), respond to court orders and legal investigations or report to credit bureaus | Yes | No |
| For our marketing purposes – to offer our products and services to you. | Yes | No |
| For our affiliates’ everyday business purposes – information about your transactions and experiences | No | We don’t share |
| For our affiliates’ everyday business purposes – Information about your creditworthiness | No | We don’t share |
| For nonaffiliates to market to you | No | We don’t share |
What we do
How does Triple Summit Advisors, LLC protect my personal information?
To protect your personal information from unauthorized access and use, we use security measures that comply with federal law. These measures include computer safeguards and secured files and buildings.
We have a Written Information Security Program that sets forth procedures for evaluating and addressing our electronic and physical methods of accessing, collecting, storing, using, transmitting, and protecting personal information.
How does Triple Summit Advisors, LLC collect my personal information?
We collect your personal information, for example, when you
- Seek financial or tax advice or seek advice about your investments.
- Enter into an investment advisory contract or Provide account information.
- Tell us about your investment or retirement portfolio
Why can’t I limit all sharing?
Federal law gives you the right to limit only
- Sharing for affiliates’ everyday business purposes – information about your creditworthiness
- Affiliates from using your information to market to you
- Sharing for nonaffiliates to market to you
State laws and individual companies may give you additional rights to limit sharing.