Privacy Policy
Ross Asset Advisors Privacy Policy Statement
The fiduciary relationships that we at Ross Asset Advisors, Inc. (“RAA”) have with our clients are our most important asset. You have entrusted us with your personal financial information, and we are committed to respecting and maintaining that trust. The very private nature of financial planning dictates that we restrict our use of information only to what is needed to deliver the best services in our industry.
This Privacy Statement applies to the whole of your interactions with RAA, from the moment that you open a dialogue with us. Whether you are current or a potential client, your privacy is paramount. What we refer to as “personal information” includes anything collected from future, current, or former clients of RAA.
If you have questions or concerns regarding this statement, please contact us.
Information You Give Us
We may receive and store any information you enter on our Web site or give us in any other way. We use the information that you provide for such purposes as responding to your requests, providing our services, and communicating with you.
Non-Sharing of Information with Third Parties
We do not share personal information with any third parties, other than under the following limited exceptions:
- To provide services that the client has specifically authorized, such as with respect to brokerage houses at which the client has or wishes to have an account.
- To comply with regulatory requirements or law enforcement officials who have jurisdiction over RAA, or as otherwise required by applicable law; or to protect and defend our rights and property.
- In a limited way to third parties to facilitate our business, such as sending e-mail and processing credit card payments.
How We Protect Your Information
Employees of RAA and companies we work with are given access only to information necessary to complete their responsibilities. Employees are required to safeguard personal information.
Use of Email Communications
Email is an important communication tool at RAA, and is used to communicate with current, prospective, and former clients. All email is stored on secure, password-protected machines. Most email that is sent between RAA and clients is directly related to the personal financial planning services we perform.
RAA may send emails about services and products that we believe may be of interest to you. You may opt out of these emails by sending a request to us via email, or by calling us. Contact Us.
Correcting Personal Information
You must work with us to ensure that we have correct personal information for you. The accuracy of this information is extremely important, since it may relate to how we communicate with you or otherwise service your account. Please contact us any time you need to update or correct personal information that pertains to RAA or your brokerage accounts that you maintain through RAA.
Links To External Websites
We are not responsible for the practices employed by websites linked to or from our website nor the information or content contained therein. Often links to other websites are provided solely as pointers to information on topics that may be useful to the users of our Web site. Please remember that when you use a link to go from our website to another website, our Privacy Policy is no longer in effect. Your browsing and interaction on any other website, including websites which have a link on our website, is subject to that website’s own rules and policies. Please read over those rules and policies before proceeding. Please read our website Terms Of Use.
Your Consent
By using our website you consent to our collection and use of your personal information as described in this Privacy Policy. If we change our privacy policies and procedures, we will post those changes on our website to keep you aware of what information we collect, how we use it, and under what circumstances we may disclose it.
