Privacy Policy:

CHOICE PRIVACY POLICY 

We at Choice Asset Management, Inc., Choice Investments, Inc. and Choice Advisory Group, Inc. (altogether "Choice") understand and appreciate that our clients are concerned about their privacy and about the confidentiality and security of information that we may obtain from them. This policy describes the steps we have taken to safeguard your information and what client information we may share with others.  This Privacy Policy applies to our current and former clients.

If you choose to become a client of Choice, you will need to give us certain personal information so that we may open your account. We pledge our commitment to maintain the confidentiality of this information.

INFORMATION ABOUT YOU THAT WE MAY SHARE WITH OTHERS

We collect and share with others the following types of personal information about you:

. Information on your account application or other forms, including your name, address, Social Security number, assets, and income;

. Information about your investments and transactions with us, our affiliates and other financial institutions. This may include specific investments, account balances, and cash deposits and withdrawals; and

. Information we receive from consumer reporting agencies relating to your credit and employment history.

 

TO WHOM WE SHARE INFORMATION ABOUT YOU

We may share your personal information among our operating affiliates, Choice Advisory Group, Inc. and Choice Investments, Inc., and certain non-affiliated companies, such as Fidelity Investments, Inc. or any other custodians we may work with to service your account.

 

WHAT INFORMATION ABOUT YOU DO WE DISCLOSE TO NON-AFFILIATES

We may share your personal information as necessary to service your account with:

. non-affiliated companies with whom we have contracted with to provide marketing services on our behalf and companies with whom we jointly market certain products and services;

. non-affiliated companies that provide processing, account maintenance and related services in connection with your investments and other transactions handled by us; and

. non-affiliated companies and government agencies only to the extent permitted or required by law, for legal, regulatory or other similar purposes.

 

WE DO NOT SELL YOUR INFORMATION

Choice does not sell your personal information to anyone.  The primary reason for sharing information about you is to give you more financial service options, to more efficiently serve you, and to increase the convenience of our services to you.

 

HOW DO WE PROTECT YOUR PERSONAL INFORMATION

We maintain the confidentiality, security and integrity of your personal information by:

. Restricting access to your nonpublic personal information to those employees with a legitimate need for the information;

. Maintaining physical electronic and procedural safeguards that meet or exceed federal and industry standards governing how nonpublic personal information should be stored; and

. Contractually limiting the information sharing ability of non-affiliated companies with whom we share your information.

 

PRIVACY POLICY UPDATE

From time to time, we may amend our privacy policy. You will receive appropriate notice when our privacy policy changes.

 

OPTION TO OPT OUT IN THE FUTURE

As Choice does not currently sell or provide your information to any outside party except to service your account, there is no "opt out" option at this time.  If at any time, we change our policy in this respect, we will send you a notice with an appropriate opt out mechanism.

 

HOW TO CONTACT US WITH PRIVACY QUESTIONS

If you have any questions regarding our privacy policy, please contact us by:

. Telephone at 512.302.6060; or

. E-Mail at info@ChoiceAMI.com