Privacy Policy

PRIVACY POLICY

 

Our Commitment to Privacy

Whitford Asset Management LLC and Volshares Large Cap ETF collectively known as (“Whitford”) are committed to maintaining the confidentiality, integrity, and security of personal information about our current and prospective customers.  We are committed to respecting the privacy of personal information you entrust to us in the course of doing business.  The privacy policies of Whitford are reviewed annually. Our printed and online notices are then updated to reflect any changes.

Whitford’s Privacy Policy

Whitford collects non-public personal information from various sources. For instance, account applications may include name, address, and social security number.  Whitford receives information from transactions in your accounts, including account balances, and from correspondence between you and the Volshares Large Cap ETF (“Volshares”) or third parties, such as Volshares service providers.  Volshares use such information provided by you or your representative to process transactions, to respond to inquiries from you, to deliver reports, products, and services, and to fulfill legal and regulatory requirements.

How Whitford protects information about you

Whitford considers the protection of personal information to be a foundation of customer trust and a sound business practice. We employ physical, electronic and procedural controls and we regularly adapt these controls to respond to changing requirements and advances in technology.

At Whitford, we restrict access to personal information to those who require it to develop, support, offer and deliver products and services to you.

How Whitford shares information about you with third parties

Whitford does not share personal information about our customers with unaffiliated third parties for use in marketing their products and services. We may share personal information with the following entities:

  • Unaffiliated service providers (for example, printing and mailing companies, securities clearinghouses, marketing service providers, and other entities who may provide services at Whitford's direction)
  • Government agencies, other regulatory bodies and law enforcement officials (for example, for tax purposes or for reporting suspicious transactions)
  • Other organizations, with your consent or as directed by your representative (for example, if you use Whitford as a financial reference in applying for credit with another institution), or as permitted or required by law (for example, for fraud prevention or to respond to a subpoena)

Our service providers are obligated to keep the personal information we share with them confidential and use it only to provide services specified by Whitford. 

Privacy online

Volshares website uses "cookies" and other similar technology to help us measure and track visitors to the website and to collect certain technical and navigational information, such as browser type, internet protocol address, pages visited and time on site. This information may be used to help us serve you better by improving website design and functionality, and it may be used to help us provide customized services and information to you (e.g., we may use information about your visits to help target advertisements for products and services available from Volshares).

The use of cookies and like technologies is common practice on the internet and many browsers are initially configured to accept cookies automatically. You can configure your browser to accept all cookies, reject all cookies, notify you when a cookie is set, or delete cookies that have already been set. Each browser is different, so check your browser's "help" menu, refer to its instruction documentation, or seek online assistance to learn how to change your browser preferences.

Opting out

You can opt out from having us use the non-public, personally identifiable information that we collect on our website and use for the purpose of sending you marketing and advertising materials by contacting us here and state “unsubscribe” in the comment box.

If you have any questions, comments, or concerns about the Privacy Policy or the information practices of this site, please contact us:

 

Whitford Asset Management LLC

43 Leopard Road, Suite 201

Paoli, PA 19301

(484) 328-3067 (main)

info@whitfordam.com

 

CHANGES TO THIS PRIVACY POLICY

We may revise this Privacy Policy from time to time.  Please check back periodically.  This Privacy Policy was last updated and posted on this site in February 22, 2018.