Introduction

Pursuit Planning and Investments, LLC (“PPI”) recognizes that our relationships with current and prospective clients are based on integrity and trust. We work hard to maintain your privacy and to preserve the private nature of our relationship with you. We place the highest value on the information you share with us. We want our clients to understand what information we collect, how we use it, and how we protect your personal information.  Pursuit Planning and Investments, LLC will provide the privacy statement to all clients annually.

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Why We Collect Your Information

We gather information about you so that we can:

• Help design and implement the investment and planning related services we provide you.

• Comply with the Federal and State laws and regulations that govern us.

• To carry out marketing analysis and make improvements to our website.

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What Information We Collect and Maintain

We may collect the following types of “nonpublic personal information” about you:

• Information from our initial meeting or subsequent consultations about your identity, such as your name, address, social security number, date of birth, and financial information.

• Information that we generate to service your financial needs.

• Information that we may receive from third parties with respect to your financial profile.

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We may collect the following types of information from using our website:

• Information submitted to contact forms on our website.

• Information and data regarding website use.

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When you visit our website, we may collect data from you automatically using cookies. Cookies are small text files used by websites to recognize and remember you. These cookies track things such as how much time you spend on the site and the pages you visit.

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Our website uses different types of cookies. Some cookies are used by third party providers within our pages, like Google Analytics, Microsoft Office 365, and Wix.

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What Information We Disclose

We are permitted by law to disclose nonpublic personal information about you to unaffiliated third parties in certain circumstances. PPI may disclose client's nonpublic personal information: (1) to individuals and/or entities not affiliated with PPI, including, but not limited to third-parties that assist in the supervision or management of your account(s) (i.e., sub-advisers, account custodian, record keeper, attorney, etc.); (2) to service providers contracted by us in order for us to perform the duties in furtherance of the client's engagement with PPI (i.e. client management systems, archiving technology vendors, cloud service providers, etc.); (3) to your authorized representative or power of attorney; (4) when we receive your prior consent; (5) in connection with a proposed or actual sale, merger, or transfer of all or a portion of our business; and (6) as otherwise permitted to do so in accordance with the parameters of applicable federal and/or state privacy regulations.

 

We will not sell your personal information. No contact information, including phone numbers and email addresses, will be shared with third parties or affiliates for their marketing or promotional purposes. In the event that PPI has a change to its client privacy policy that would allow it to disclose nonpublic personal information not covered under applicable law, PPI will allow its clients the opportunity to opt-out of such disclosure.

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How We Protect Your Personal Information

We restrict and limit access to client information only to those who need to carry out their business functions. We safeguard client information by preventing its unauthorized access, disclosure, or use. We educate employees about safeguarding client information and preventing unauthorized access, disclosure, or use. Employees will be required to acknowledge their acceptance and understanding of the privacy policy in writing. We maintain physical, electronic, and procedural safeguards to protect your confidential personal information. Arrangements with companies or independent contractors not affiliated with PPI will be subject to confidentiality agreements.

 

Our website is protected by an SSL certificate.

 

Clients are encouraged to discuss any questions regarding privacy policies and procedures directly with Nate Baim, Chief Compliance Officer of PPI. Please contact Nate at 971-803-5948.