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PRIVACY POLICY
Like most industries today, the financial services industry is rapidly being shaped by technology, which is literally changing the way we do business. To be successful in this environment, we must continue to insure that our clients are confident that we will manage their financial affairs expertly and confidentially.
 

At PRIMORIS Capital Management, LLC, our clients have access to a broad range of products and services from basic banking products to investments, mortgages, insurance, and online banking. To deliver these products and services as effectively and conveniently as possible, it is essential that we use technology to manage and maintain certain client information.

 

We want to assure all of our clients that whenever information is used, it is done with discretion. The safeguarding of client information is an issue we take seriously at Name of Company. To affirm our continuing commitment to the proper use of client information, we have set forth the following Privacy Principles. It is these Privacy Principles that guide us in serving the privacy needs of our clients.
1. Recognition of a Client’s Expectation of Privacy: At PRIMORIS Capital Management, LLC, we believe the confidentiality and protection of client information is one of our fundamental responsibilities. And while information is critical to providing quality service, we recognize that one of our most important assets is our clients’ trust. Thus, the safekeeping of client information is a priority for Name of Company. 
2. Use, Collection, and Retention of Client Information: PRIMORIS Capital Management, LLC limits the use, collection, and retention of client information to what we believe is necessary or useful to conduct our business, provide quality service, and offer products, services, and other opportunities that may be of interest to our clients. Information collected may include, but is not limited to: name, address, telephone number, tax identification number, date of birth, employment status, annual income and net worth.
3. Maintenance of Accurate Information: Name of Company recognizes that it must maintain accurate client records. Therefore, Name of Company has established procedures to maintain the accuracy of client information and to keep such information current and complete. These procedures include responding to requests to correct inaccurate information in a timely manner.
4. Limiting Employee Access to Information: At PRIMORIS Capital Management, LLC, employee access to personally identifiable client information is limited to those with a business reason to know such information. Employees are educated on the importance of maintaining the confidentiality of client information and on these Privacy Principles. Because of the importance of these issues, all Name of Company employees are responsible for maintaining the confidentiality of client information and employees who violate these Privacy Principles will be subject to disciplinary measures.
5. Protection of Information via Established Security Procedures: PRIMORIS Capital Management, LLC recognizes that a fundamental element of maintaining effective client privacy procedures is to provide reasonable protection against the unauthorized access to client information.

Therefore, PRIMORIS Capital Management, LLC, has established appropriate security standards and procedures to guard against any unauthorized access to client information. 
6. Restrictions on the Disclosure of Client Information: When it comes to sharing client information with unaffiliated companies, PRIMORIS Capital Management, LLC places strict limits on who receives specific information about client accounts and other personally identifiable data. PRIMORIS Capital Management, LLC may share information with such companies if they provide a product or service that may benefit our clients. Whenever we do this, we carefully review the company and the product or service to make sure that it provides value to our clients. We share the minimum amount of information necessary for that company to offer its product or service. We may also share information with unaffiliated companies that assist us in providing our products and services to our clients; in the normal course of our business (for example, with consumer reporting agencies and government agencies); when legally required or permitted in connection with fraud investigations and litigation; in connection with acquisitions and sales; and at the request or with the permission of a client. 
7. Maintaining Client Privacy in Business Relationships with Third Parties: If we provide personally identifiable client information to a third party with which we have a business relationship, we will insist that the third party keep such information confidential, consistent with the conduct of our business relationship.  
8. Disclosure of Privacy Principles to Clients: PRIMORIS Capital Management, LLC recognizes and respects the privacy expectations of our clients. We want our clients to understand our commitment to privacy in our use of client information. As a result of our commitment, we have developed these Privacy Principles which are made readily available to our clients.

Clients who have questions about these Privacy Principles or have a question about the privacy of their client information should call PRIMORIS Capital Management, LLC at 631.423.8400 or email info@PrimorisCapital.com

These Privacy Principles apply to individuals, and we reserve the right to change these Privacy Principles, and any of the policies or procedures described above, at any time without prior notice.

These Privacy Principles are for general guidance and do not constitute a contract or create legal rights and do not modify or amend any agreements we have with our clients.
© 2007 Primoris Capital Management, LLC - All Rights Reserved
   
25 High Street - Suite 1
Huntington, NY 11743                		 2000 PGA Blvd Suite 3206
Palm Beach Gardens, FL 33408
   
 Tel: 631.423.8400
   

Primoris Capital Management, LLC may only transact business in a client’s state of residence if first registered, excluded or exempted from registration in the client’s state.  The rendering of personalized investment advice for compensation will not be made absent compliance with these investment advisor registration requirements.

All of the content on this site is for information purposes only. While Primoris Capital Management, LLC uses reasonable efforts to obtain information from sources which it believes to be reliable, Primoris Capital Management, LLC makes no representation that the information or opinions contained on it's website are accurate, reliable, or complete.

Nothing contained on the Primoris Capital Management, LLC website constitutes investment, financial, legal, tax, or other advice, nor is it to be relied on in making an investment or other decision. Specific advice is given only within the context of our contractual agreements with each client.

Past performance may not be indicative of future results.  Therefore, no current or prospective client should    assume that the future performance of any specific investment, investment strategy (including the investments and/or investment strategies recommended and/or purchased by advisor), or product made reference to directly or indirectly on this Website, or indirectly via link to any unaffiliated third-party Website, will be profitable or equal to corresponding indicated performance levels.

Different types of investments involve varying degrees of risk, and there can be no assurance that any specific investment will either be suitable or profitable for a client’s or prospective client’s investment portfolio.  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.

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