HOW WE PROTECT YOUR DATA

Investment Dept, LLC (“Investment Dept.”) is committed to protecting your personal information to ensure your financial privacy. Because safeguarding your personal information is important to us, we will not disclose any nonpublic personal information about our customers or former customers to anyone, except as required or permitted by law and described below.

Federal law requires us to inform you that we collect personal information about you that you supply to us on applications or other forms, such as your name, date of birth, address, social security number, assets, investment objective, account balance, email address, account number, telephone numbers, income and similar information. In providing our investment advisory services, we also have information about your transactions with us or others, such as your account balance and account transactions, as well as information from visits to our website such as site visitor data and online data collection devices such as "cookies” (which we use to track traffic on our website). All personal information is kept confidential.

Like other investment firms, in order to better serve clients, Investment Dept. needs to share certain non-public personal information in the normal conduct of our business with unaffiliated companies. We share your personal information in order to process transactions, maintain your account(s) and offer our services to you. The information we share is limited to information they need to perform their services and we require such parties to agree to use the information only for the purpose of performing their services. We may also be required to share non-public personal information to respond to court orders and legal investigations and in connection with regulatory requirements and inquiries.

Protection of Your Information

We restrict access to nonpublic personal information about you to those employees who need to know that information in order to provide our services to you. We maintain physical, electronic and procedural safeguards that comply with federal standards to guard your personal information. All employees are subject to a policy regarding confidentiality.

We do not sell personal information to parties not affiliated with us for the purpose of marketing their services or products to you or for any other purpose, and we do not share your personal information with other parties except in the limited circumstance discussed above. Even if you are no longer our client, our privacy notice still applies to you.

Updates and Inquiries

We reserve the right to update this notice at any time to reflect changes concerning the collection and use of personal information. This revised notice will be effective immediately upon posting to our website. For questions about our notice, please contact us at info@investmentdept.com.   

09/2022