As required by the Federal Gramm-Leach-Bliley Act and State Privacy Law
Asset Management Corporation considers customer privacy to be a fundamental aspect of our client relationship. We are committed to maintaining the confidentiality, integrity, and security of our current, prospective and former clients’ personal information.
In the course of providing you with services, we may collect, retain, and use client information for the purpose of administering our operations, providing client service, and complying with legal and regulatory requirements. This information may come from sources such as account applications, investment policy statements, and other forms from other written, electronic or verbal correspondence, from your transactions, from your brokerage, accounting firm or trust holding firm.
Asset Management Corporation does not sell, exchange or disclose client information with outside organizations unless the third party is essential in administering our operations or except as required or permitted by law. We may also provide your personal and account information to your brokerage, accounting firm or trust holding firm.
Asset Management Corporation reserves the right to disclose or report personal information where we believe in good faith that disclosure is required under law, to cooperate with regulators or law enforcement authorities. In addition, we may disclose information about you or your account to a non-affiliated third party at your written request.
Asset Management Corporation takes seriously the obligation to safeguard your non-public personal information. We maintain appropriate safeguards regarding client information which includes the use of security procedures to prevent revealing client information.