There’s no time like the present to improve your financial situation. The end of the year is often a time of celebration and reflection, so take a few minutes to celebrate this year’s financial accomplishments, and reflect on how you can strengthen your position in the future. If you would like assistance with any of the above items consider discussing them with your Pattern advisory team.
Effective September 8th, 2022
Information Collection, Use and Sharing
We are the sole owners of the information collected on this site. We only have access to/collect information that you voluntarily give us via our mobile application, email, or other direct contact. We will not sell or rent this information to anyone. We will only use your personal information for the purpose for which it was collected.
Only employees who need your information to perform a specific job (for example, customer servicing) have access to personally identifiable information. We will use your information to respond to you, regarding the reason you contacted us.
We will not share your information with any third party outside of our organization, other than as necessary to fulfill a request you may have.
We may retain your personal information for the purpose of regulatory compliance. Our regulators require that we retain certain information about our customers for the purpose of documenting the quality and nature of advice we render, preventing money-laundering and the funding of terrorism, and fraud prevention.
Your Access to and Control over Information
You can do the following by contacting us at firstname.lastname@example.org
- See what data we have about you, if any.
- Change/correct any data we have about you.
- Have us delete any data we have about you.
- Express any concern you have about our use of your data.
- Opt out of any future contacts from us.
This web site contains links to other sites. We are not responsible for the content or privacy practices of these other sites. We encourage you to be aware of when you leave our site and to read the privacy statements of any other site that collects personally identifiable information.
We may anonymize and aggregate data such that it is not personally identifiable in order to better understand customer trends, strengthen security, and improve our services.
Location of Services
Presently our services are only available to customers with a primary address in the United States, and who are US citizens or permanent residents.
Do Not Track Lists
Some web providers have the ability to transmit “Do Not Track” (“DNT”) notifications. At this time we do not recognize DNT notifications.
Our Advisory services are not intended to be used by children. If we become aware that we have collected data without legally valid parental consent from children under thirteen (13) years of age, we will take all reasonable steps to delete it as soon as possible.
Other Sites We May Share Information With
We will only share your information with those organizations necessary to complete your requests. Performing securities transactions requires the involvement of several parties including third-party identity verification vendors, an introducing broker/dealer, and a custodian.