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Privacy is a top priority with us. You trust us enough with your personal
and financial information and we in turn will take all necessary steps to
assure you this information is kept private.
We collect nonpublic personal information about you from the following
sources:
• Information we receive from you on applications or other forms;
• Information about your transactions with us or others.
Krauss Whiting Capital Advisors LLC does not disclose any nonpublic
information about you to anyone except as specifically requested by you
or permitted by law. Only those persons who need to do so as part of
their job responsibilities are authorized to have access to your
information. We do not sell client lists or individual client information.
Krauss Whiting LLC maintains physical, electronic, and procedural safeguards to protect your nonpublic personal information.
We strive to maintain complete and accurate information about you and
your accounts. If you believe that our records are incomplete or inaccurate,
please let us know immediately and we will correct any inaccuracies. If you
decide to close your account(s) or become an inactive client, we will adhere
to the privacy policies and practices as described in this notice. We are
committed to protecting our clients' right to privacy and we will make every
effort that this right is not jeopardized.
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