Foothills Asset Management, Ltd. is an independent registered investment advisor and committed to safeguarding the confidential information of its clients. Our policy is to protect the confidentiality, integrity and security of any non-public personal information of our clients and prospective clients and prevent unauthorized access to, or the use or disclosure of such information. Appropriate notices will be provided to prospective and existing clients concerning our firm's policies and procedures regarding the privacy rules. The notices will also include information about a client's rights and the means to opt-out of the disclosure of non-public personal information to non-affiliated third parties.
We hold all personal information provided to our firm in the strictest confidence. These records include all personal information that we collect from you in connection with any of our services. We use personal and financial information that you provide to us to help you meet your personal investment goals while guarding against any real or perceived infringements of your rights of privacy.
We limit employee and agent access to information only to those who have a business or professional reason for knowing, and only to nonaffiliated parties as permitted by law. Federal regulations permit us to share a limited amount of information about you with a brokerage firm in order to execute securities transactions on your behalf, or so that our firm can discuss your financial situation with your accountant, attorney, or trustee. We maintain a secure office and computer environment to ensure that your information is not placed at unreasonable risk.
Your trust and confidence in us is our primary concern. If you have any questions or concerns, please contact us.
For a PDF of our Privacy Notice, click on this link.