The protection of your privacy is of prime importance to us. We at Strategies LLC believe that your trust is the most important asset we have, so we are committed to doing everything possible to protect your privacy. We do not give out or sell any personal information, period! We share personal information only with you, our client, and those trustees, custodians, administrative firms or other approved agents who are hired by you to handle your accounts.

What examples of nonpublic personal information are we talking about?

• Social security number
• Account numbers and account information
• Personal phone, address and birth date information not publicly published

Where do we obtain this information?

• Information received from TPAs and/or custodians in daily, quarterly and yearly reports
• Information occasionally received from you on applications for processing information on your accounts
• Information from questionnaires when we are providing you an analysis of your portfolio
• Information from retirement plan participants

What do we do with such information?

• We provide reports to you on account totals and changes in portfolios as well as specially designed analysis of your portfolios
• We use account numbers and portfolio specific information to update our records and to monitor your accounts
• We restrict access to nonpublic personal information about you to those employees with a business need to know that information. We maintain physical, electronic, and procedural safeguards to protect your nonpublic personal information.
• We occasional assist retirement plan participants with accessing or understanding their account. Any information obtained for this use is destroyed immediately after they are helped.
• Our web site contains links to other sites. We share no personal information with such web sites and are not responsible for the privacy policy of such sites.
• We shred paper information.
• Please understand that we may find it necessary to provide your non-public information in order to comply with a government agency or court order.
• Again, we never share your information with anyone other than those trustees, custodians, administrative firms or other approved agents who are hired by you; and we NEVER sell your personal information.