At Wimmer Associates we work hard to earn the trust of our clients and everyone we deal with. The relationship between Wimmer Associates and our clients is the most important asset of our firm. We strive to maintain your trust and confidence, which is an essential aspect of our commitment to protect your personal information to the best of our ability. We believe that our clients value their privacy, and we do 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.
Wimmer Associates collects and maintains your personal information so that we can better provide investment management services. The types and categories of information that we collect and maintain about you include:
Information we receive from you to open an account or provide investment advice, such as your home address, telephone number and financial information.
Information we need to service your account, such as trade confirmations, account statements and other financial information.
To fulfill our privacy commitment at Wimmer Associates, we have instituted firm-wide practices to safeguard the information that we maintain about you. These include:
Adopting procedures that put in place physical, electronic and other safeguards to keep your personal information safe.
Limited access to personal information to those employees who need it to perform their job duties.
Protecting information of our former clients to the same extent as our current clients.