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Privacy Policy

Grant Street Asset Management, Inc. is committed to client confidentiality and the protection of your privacy. The following information is provided, as required by law, to help you understand our privacy policy and how we will handle and maintain confidential personal information as we fulfill our obligations to protect your privacy. "Personal information" refers to the non-public financial information obtained by Grant Street Asset Management, Inc. in connection with carrying out our services.


Information We Collect

Grant Street Asset Management, Inc. collects personal information as part of our relationship to you, to provide client services and fulfill legal and regulatory requirements. The type of information Grant Street Asset Management, Inc. collects may include:

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  • a.  Information Grant Street Asset Management, Inc. receives from you on forms (such as name, address, Social Security number, profile documents, assets and income);

  • b. Information you provide Grant Street Asset Management, Inc. directly about your personal finances or 
    personal circumstances or which Grant Street Asset Management, Inc. may receive from brokerage 
    statements or other information you authorize Grant Street Asset Management, Inc. to receive.

 

Information Disclosed in Administering Products and Services
Grant Street Asset Management, Inc. will not disclose personal information about current or former clients to
non-affiliated third parties without your authorization, except as required by law. Grant Street Asset Management, Inc. does not sell any personal information about you to any third party.

 

Procedures to Protect Confidentiality and Security of Your Personal Information
Grant Street Asset Management, Inc. will limit access to personal information to those employees who need to know such information in order to perform business services. In addition, Grant Street Asset Management, Inc. maintains physical, electronic and procedural safeguards to guard your non-public personal information.

 

Grant Street Asset Management, Inc. will update its policy and procedures when necessary to ensure that your privacy is maintained and that Grant Street Asset Management, Inc. conducts business in a way that fulfills our commitment to you. If Grant Street Asset Management, Inc. makes any material changes in its privacy policy, we will make that information available to clients through our website and/or other communications.

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