- We will safeguard, according to strict standards of security and confidentiality, information that includes such items as your name, address, social security number, financial assets and other personal information required to open, maintain, and manage your account, and we will conduct our business in a manner that keeps personal client information secure.
- All personal information we receive will come directly from you. The collection and use of personal client information is limited to the minimum required in order to maintain and manage your account.
- It is the policy of ETF Model Solutions, LLC that personal client information (both current and former clients) will not be shared for any purpose, unless the disclosure has been requested by the client or is required by law.
- To keep your account information up-to-date and accurate, please contact us if there is any change in your personal information.
For questions about our policy, or for additional copies of this notice, please contact Rob Riedl, Chief Compliance Officer, ETF Model Solutions, LLC, 2200 North Richmond Street, Suite 200, Appleton, WI, 54911 or by telephone at 920-785-6012.