Privacy Policy
The Law
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.
Our Policy
The types of personal information we collect and share depend on the product or service you have with us. This information can include:
- Income
- Employment and residential information
- Social security number
- Cash balance
- Security balances
- Transaction detail history
- Investment objectives, goals, and risk tolerance
When you are no longer our customer, we continue to share your information as described in this notice.
Your Rights
All financial companies need to share customers’ personal information to run their everyday business. We list below the reasons financial companies can share their customers’ personal information; the reasons Isthmus Partners, chooses to share; and whether you can limit this sharing.
Definitions
Everyday Business Purposes
The actions necessary by financial companies to run their business and manage customer accounts, such as providing investment advisory and financial planning advice, processing securities transactions, and otherwise providing financial services to you.
Affiliates
Companies related by common ownership or control. They can be financial and nonfinancial companies. Isthmus Partners does not have any affiliates.
Non-Affiliates
Companies not related by common ownership or control. They can be financial and nonfinancial companies. Isthmus Partners does not share information with non-affiliates for marketing purposes.
Joint Marketing
A formal agreement between nonaffiliated financial companies that together market financial products or services to you. Isthmus Partners does not engage in joint marketing with non-affiliates.
Reasons we can share your personal information | Does Isthmus Partners share? | Can you limit sharing? |
|---|---|---|
For our everyday business purposes—such as to provide advice, process your transactions, and maintain your account(s) | 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 do not share |
For our affiliates to market to you | No | We do not share |
For non-affiliates to market to you | No | We do not share |
Contact Us
Call Isthmus Partners at 608-729-0949
Sharing Practices | |
|---|---|
How often does Isthmus Partners notify me about their practices? | We must notify you about our sharing practices when you open an account and each year while you are a customer. |
How does Isthmus Partners 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. |
How does Isthmus Partners collect my personal information? | We collect your personal information, for example, when you
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Why can’t I limit all sharing? | Federal law gives you the right to limit sharing only for
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