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January 1, 2021

Privacy Policy

Privacy Policy

Guiding Principles

The relationship between Whitney & Company and our clients is the most important asset of our firm. We strive to maintain your trust and confidence; an essential aspect of which is our commitment to protect your personal information to the best of our ability. We believe that all of our clients value their privacy, so we will not disclose your personal information to anyone unless it is required by law, at your direction, or is necessary to provide you with our services. We have not and will not sell your personal information to anyone.

The Personal Information That We Collect, Maintain And Communicate

Whitney & Company. collects and maintains your personal information so we can provide investment management services to you. The types and categories of information we collect and maintain about you include:

In order for us to provide investment management services to you, we do disclose your personal information in very limited instances, which include:

How We Protect Your Personal Information

To fulfill our privacy commitment at Whitney & Company., we have instituted firm-wide practices to safeguard the information that we maintain about you. These include:

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