Kaufman Hall Investment Management, LLC (“KHIM” or “Us” or “We”) respects and values your privacy. KHIM has created this privacy policy disclosure ("Policy") in order to demonstrate our commitment to your privacy.
In the course of our business operations, KHIM collects and uses information from clients that may be non-public. Please read this Policy carefully because, by submitting your information to Us, you indicate your consent to our processing, storage and use of your information as described within the scope of this Policy.
We consider privacy to be fundamental to our relationship with clients. We are committed to maintaining the confidentiality, integrity, and security of clients’ information. It is therefore our policy to respect the privacy of current and former clients and to protect information entrusted to us.
Categories of Information We Collect
INFORMATION ABOUT INDIVIDUALS:
KHIM's services are designed for businesses and are not intended for use by individual consumers. We only request your business information. Please do not provide us with personal contact information.
INFORMATION WE RECEIVE FROM YOU ON OR IN APPLICATIONS OR OTHER FORMS, CORRESPONDENCE, OR CONVERSATIONS, INCLUDING, BUT NOT LIMITED TO, AN INDIVIDUAL’S NAME, TITLE, BUSINESS ADDRESS, BUSINESS PHONE NUMBER, BUSINESS EMAIL ADDRESS, AND CELL PHONE NUMBER; AND
INFORMATION ABOUT CLIENTS:
INFORMATION ABOUT CLIENT TRANSACTIONS WITH US, OUR AFFILIATES, OR OTHERS, INCLUDING, BUT NOT LIMITED TO, TAX ID NUMBER, ASSETS, INCOME, ACCOUNT NUMBER AND BALANCE, TYPES OF INVESTMENTS, PAYMENT HISTORY, PARTIES TO TRANSACTIONS, COST BASIS INFORMATION, BANK ACCOUNT INFORMATION, AND OTHER FINANCIAL INFORMATION.
Categories of Information We Disclose and Parties to Whom We Disclose
We do not disclose any nonpublic information about our current or former clients to nonaffiliated third parties, except as required or permitted by law or regulation.
Service Provider/Transfer Agent Exception
We are permitted by law to disclose all of the information we collect, as described above, to our service providers to process client transactions.
We restrict access to your information to those employees, agents and other parties who require such information to help Us provide products or services to you. We maintain physical, electronic, and procedural safeguards to protect your information.
Contact Information
For questions concerning this policy, please contact us by writing to:
Kaufman Hall Investment Management, LLC., 10 Cadillac Dr., Suite 120, Brentwood, TN 37027. Attention: Britt Cesarone.