Privacy Policy
Anchor Capital Management Group, Incorporated is committed to maintaining the confidentiality and security of information that we collect from our clients. This privacy notice describes the nonpublic personal information (“Information”) we collect and the circumstances under which we may share it with others. We may change our privacy policy at any time upon notice to you.
What type of Information does Anchor Capital Collect?
We collect Information directly from you when you apply for and use our financial services. For example, Anchor Capital will retain any Information that you provide during the account opening process or after you become a client and any correspondence or communications that you have with Anchor Capital or the third parties that perform services on our behalf. We also will have access to Information about your account, such as your securities positions, account balances, and transaction activity.
How does Anchor Capital use the Information we collect?
We use all of the Information that we collect (as described above) to provide you with the investment management services that you request and to fulfill legal and regulatory requirements. We may share your Information with affiliated and unaffiliated persons, including service providers or other third parties that (i) provide business services to, or on behalf of, Anchor Capital; (ii) facilitate the processing of transactions that you request; and (iii) assist us in servicing your account or offering products and services to you. Anchor Capital may disclose your Information when we believe disclosure is required by law or to protect our rights or property. For example, we may disclose your Information for audit or research purposes, to attorneys or other professionals, or to law enforcement and regulatory agencies. We also may share personal information with your designated agent or other parties that you authorize.
How does Anchor Capital protect your Information?
Anchor Capital restricts access to your Information to those persons that need the Information to perform the services described above. Anchor Capital also maintains physical, electronic, and procedural safeguards that comply with federal standards to guard your Information. Who does this privacy notice apply to? This privacy notice applies to individual clients (and former clients) who use the investment management services offered by Anchor Capital primarily for personal, family, or household purposes. The examples contained in this privacy notice are illustrations and are not intended to be comprehensive. This notice complies with recently enacted federal law and SEC and FTC regulations regarding privacy. You may have additional rights under other foreign or domestic laws that may apply to you.
Who should I contact if I want more information?
Please let us know if we can answer any questions that you may have regarding our privacy policies. You may contact Anchor Capital Management Group Incorporated at 15 Enterprise, Suite 450, Aliso Viejo, CA 92656, or by calling our office at 949-341-0000.