Privacy & Security
Our policy is to limit how, and with whom, we share information.
We do not share information about you, or our former clients, with our affiliates or service providers or other third parties except on the limited basis required by law. It is necessary for us to have your personal information so that we know how to contact you to answer questions or respond to your inbound requests for information from us.
We do not sell lists of our clients.
We never sell lists of our investment management clients, nor do we disclose client information to marketing companies or third parties.
We do not share client information with other companies except for companies hired to provide specific services to us in the process of managing investment accounts for our clients.
We only collect information necessary to deliver our products and services.
We may collect nonpublic personal information about you that generally falls into one of the following categories:
• Information such as your address, Social Security number, date of birth, phone number, income, investable assets, and investment profile that you may provide on account applications or during your business relationship with us.
• Account information such as your investment choices, account balances, and transaction history.
• Information relating to your use of our website, such as a user name, password, email address, zip code, failed attempts to log in, the last time you logged in, etc.
How we use the information we collect?
We use the information we collect primarily to maintain your accounts and process your transactions and requests. When required by law, we may need to disclose personal information where such action is deemed necessary to comply with a current judicial proceeding, court order, or legal process served on the firm. We may also rely on the information you provide to help us better understand you and your investing needs. This allows us to offer investment products and services that may be suitable for you and to help us with our research efforts, mailings, or other Patrumin marketing, client communication and education activities.
Procedures to protect confidentiality and security of our clients.
While no company can guarantee the security of your information, we take steps to protect information from unauthorized access, including reasonable administrative, physical, and technical safeguards designed to protect information about you. We also apply special measures for authentication of information you request via telephone or submit to us on our website, www.patrumin.com. Internally, we limit access to nonpublic personal and financial information about you to those Patrumin personnel who need to know this information in order to provide you with products and services. We maintain physical, electronic, and procedural safeguards to protect your nonpublic personal and financial information. Additionally, we conduct periodic reviews of our computer systems, including security and backup features.
How you can obtain Proxy Voting information?
Information on Patrumin’s proxy voting policies & procedures may be obtained by visiting our website at www.patrumin.com, or by contacting our office at (239) 325-6498.
How you can correct and update personal information?
If you need to update or correct any personal information, you may contact us at (239) 325-6498.
Offer to receive a current copy of our ADV Part 2A and 2B.
This serves as notification of SEC Rule 204-2(a)14) which states that all investment advisers must make available on an annual basis, to all existing clients, a copy of Form ADV Part 2A and 2B. If you would like to receive a free copy of our most current Form ADV Part 2A and 2B, please call us at (239) 325-6498, or write to us at:
Attn: Compliance-ADV Part 2A/B
3811 Airport Road North Suite 201A
Naples, FL 34105
©2021 Patrumin Investors