Privacy Policy

Our Commitment to Your Privacy

At Plum Creek Investment Services Inc., we recognize that protecting your privacy and the confidentiality of your personal and financial information is fundamental to our relationship. We are committed to maintaining the highest standards of data security.

Information We Collect

In the course of providing you with advisory and wealth management services, we collect non-public personal information about you from the following sources:

• Information we receive from you on applications, agreements, or other forms (such as your name, address, social security number, and financial goals).
• Information about your transactions with us, our affiliates, or others (such as your account balance, payment history, and investment activity).

How We Protect Your Information

We do not sell your personal information to anyone. We restrict access to non-public personal information about you to those employees and authorized agents who need to know that information to provide products or services to you. We maintain physical, electronic, and procedural safeguards that comply with federal standards to guard your non-public personal information.

Contact Us

If you have any questions concerning our privacy policy or data protection practices, please contact us.