What Does Tieton Capital Management Do With Your Personal Information?
Why? Financial companies choose how they share your personal information. Federal law gives consumers the right to limit some, but not all, sharing. Federal law also requires us to tell you how we collect, share and protect your personal information. Please read this notice carefully to understand what we do.
What? The types of personal information we collect and share can include:
- Social Security Number and Date of Birth
- Address and Phone Number
- Employment Information
- Income and Assets
- Investment Experience and Custodial Information
When you are no longer our customer, we continue to share your information as described in this notice.
How? All financial companies need to share clients’ personal information to run their everyday business. In the section below, we list the reasons why financial companies can share their client’s personal information; the reasons Tieton Capital Management chooses to share; and whether you can limit this sharing.
| Reasons we can share your personal information | Does Tieton Capital share? |
Can you limit this sharing? |
| For our everyday business purposes— Such as to process your transactions, maintain your account(s), respond to court orders and legal investigations |
Yes | No |
| For our affiliates’ everyday business purposes— Information about your transactions and experiences Information about your creditworthiness |
No | We Don’t Share |
| For our marketing purposes— To offer our products and services to you |
No | We Don’t Share |
| For joint marketing with other financial companies | No | We Don’t Share |
| For nonaffiliates to market to you | No | We Don’t Share |
Questions? Call (509) 965-6488 or e-mail us at Tieton@TietonCapital.com.
WHAT WE DO
Who is providing this notice? Tieton Capital Management
How does Tieton Capital Management protect my personal information? To protect your personal information from unauthorized access and use, we use security measures that comply with federal law. These measures include computer safeguards, secured files and buildings. In addition, the firm’s public website, www.TietonCapital.com, contains no client information.
How does Tieton Capital Management collect my personal information? We collect your personal information, for example, when you:
- Open an account or give us your contact information
- Make deposits or withdrawals from your account
- Enter into an investment advisory contract
- Have communications with us
Why can’t I limit all sharing? Federal law gives you the right to limit:
- Sharing for affiliates’ everyday business purposes
- Information about your creditworthiness
- Affiliates from using your information to market to you
- Sharing for nonaffiliates to market to you
State laws and individual companies may give you additional rights to limit sharing.
Definitions:
Affiliates: Companies related by common ownership or control. They can be financial and nonfinancial companies. Tieton Capital has no affiliates.
Nonaffiliates: Companies not related by common ownership or control. They can be financial and nonfinancial companies.Tieton Capital does not share information with nonaffiliates so they can market to you.
Joint marketing: A formal agreement between nonaffiliated financial companies that together market financial products or services to you. Tieton Capital does not jointly market.
Tieton Capital reserves the right to change this policy at any time without advance notice. You should periodically review this policy for changes.