Altman Investment Management, LLC (collectively, “We”) are committed to maintaining the privacy of our current and prospective clients and investors. We recognize that you entrust us with important personal financial information, and we assure you that protecting and safeguarding this information is one of our highest priorities.
In connection with making available investment products and services to current and potential customers, we obtain nonpublic personal information about you. This information may include your name, address, e-mail address, social security number, account number, financial situation, transaction history and other personal information.
We may collect nonpublic information about you from the following sources:
• Information we receive on applications, forms, questionnaires, web sites, agreements or in the course of establishing a customer relationship
• Information about your transactions with us, our affiliates, or others
We do not disclose any nonpublic personal information about our customers or former customers to any nonaffiliated parties, except as permitted by law.
We restrict access to nonpublic personal information about you to those employees, agents or other parties who need to know that information to provide products or services to you. We maintain physical, electronic and procedural safeguards to guard your nonpublic personal information.