We strongly believe in ensuring the confidentiality and security of the personal information we gather about you. This privacy policy describes how we intend to treat this information and protect your privacy.
When we evaluate your request for our services, provide investment advice and process transactions for your accounts, you routinely provide us with personal information to help us fulfill our duties.
What Information We Collect:
- Name(s)
- Address(s)
- Social Security #(s) or Tax ID(s)
- Assets & Liabilities
- Income Sources & Budget Forecasts
- Account Balances
- Investment Activities
We do not and will not sell your personal information to anyone.
All current and former clients' information is handled in a confidential manner and our employees will provide information to third parties only after you sign a request permitting us to do so. This includes information that you wish us to share with your other advisors, such as, attorney, accountants or other investment professionals.
We do share your personal information with companies that we hire to perform certain administrative services. These companies are not allowed to use your personal information for their own purposes.
Upon written request, we will make the information we collect about you available for review. Please note, information collected in connection with, or in anticipation of, any legal matters will not be made available.
If any information with us is inaccurate or out of date, please contact us at (231) 947-3775.
Front Street Investment Management LLC
400 W. Front Street Suite 206
Traverse City, MI 49684