Privacy Policy and Legal Disclosure
Privacy Policy
Timberchase Financial, LLC is committed to maintaining the confidentiality, integrity, and security of the personal information that is entrusted to us. We maintain a secure office to ensure that your information is not placed at unreasonable risk. We employ a firewall barrier and authentication procedures in our computer environment. We require confidentiality in our agreements with unaffiliated third parties that require access to your personal information, including financial service companies, consultants, and auditors.
The categories of nonpublic information that we collect from you may include personal information such as: name, date of birth, residence or citizenship, contact information (e.g., email address, physical address, telephone number), social security number or tax identification number, information to verify your identity (e.g., driver’s license number, passport), investment account details including account balances, assets, and liabilities, information about your personal finances, information about your health to the extent that it is needed for the financial planning process, information about transactions between you and third parties, and information from consumer reporting agencies (e.g., credit reports). We use this information to help you meet your personal financial goals and so we can perform our advisory services. Your personally identifiable information will be maintained by us while you are a client and for the period thereafter that federal and state securities laws require that records be maintained. After that time, information may be destroyed without notice to you.
We disclose limited personal information about you to non-affiliated third parties in connection with the advisory services we provide as permitted or required by law. We share a limited amount of information about you with your brokerage firm to execute securities transactions on your behalf. You may opt out of our sharing your information with these nonaffiliated third parties by notifying us at any time by mail, by email, or in person.
We do not sell your personal information to anyone or provide your personal information to anyone for marketing purposes.
Federal and state securities regulators may review our firm’s records and your personal records as permitted by law.
Learn more about our website privacy and cookie policies here.
Legal Notice
Timberchase Financial, LLC is a federally registered investment adviser with the U.S. Securities and Exchange Commission. Our ADV Part 3 is available here, and our Part 2 and Privacy Policy Statement are available upon request and without charge at any time.
This website is a publication of Timberchase Financial, LLC. Information presented is believed to be factual and current but is not guaranteed in its accuracy and should not be regarded as a complete analysis of the subjects discussed. Information on this website is not an offer to buy or sell or a solicitation of any offer to buy or sell any securities, financial planning services, or investment management services and is intended only to provide general information about the company and its services. A signed service agreement by the president of Timberchase Financial, LLC is required before any services are rendered. Hyperlinks on this website point to sites beyond this website. We provide these links as a convenience only and disclaim any responsibility for the accuracy of information on those other websites. Information on this website is directed toward U.S. citizens in jurisdictions where Timberchase Financial, LLC is legally authorized to conduct business. Timberchase Financial, LLC does not provide any services to people who are not either a U.S. citizen or a U.S. resident. No client or prospective client should assume that any information presented and/or made available on this website serves as the receipt of, or a substitute for, personalized individual advice from the advisor or any other investment professional. Historical performance results for investment indexes and/or categories generally do not reflect the deduction of transaction and/or custodial charges or the deduction of an investment-management fee, the incurrence of which would have the effect of decreasing historical performance results.