California Privacy Statement

January 01, 2020


What Does Prudent Investors Do With Your Personal Information?

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.

The types of personal information we collect and share can include, but is not limited to:

  • Social Security number and income;
  • Assets and transaction history; and
  • Investment experience and risk tolerance.

When you are no longer our client, we continue to share your information as described in this notice.

All financial companies need to share clients’ personal information to run their everyday business. In the section below, we list the reasons financial companies can share their clients’ personal information; the reasons PIN chooses to share and whether you can limit this sharing.