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Privacy Statement
JRL Portfolio Management, Inc. is committed to maintaining
the confidentiality, integrity and security of the personal
information that is entrusted to us by clients and prospects.
The categories of non-public information that we collect from you
may include information about your personal finances,
information about your health to the extent that it is needed
for the investment planning process, information about
transactions between you and third parties, and information from
consumer reporting agencies, e.g., credit reports. We use this
information to help you meet your personal financial goals.
With your permission, we disclose limited information to
attorneys, accountants, and mortgage lenders with whom you have
established a relationship. You may opt out from our sharing
information with these non-affiliated third parties by notifying
us at any time by telephone, mail, fax, email, or in person.
With your permission, we share a limited amount of information
about you with your brokerage firm in order to execute
securities transactions on your behalf.
We maintain a secure office to ensure that your information is
not placed at unreasonable risk. We employ a firewall barrier;
secure data encryption techniques and authentication procedures
in our computer environment.
We do not provide your personal information to mailing list
vendors or solicitors.
We require strict confidentiality in our agreements with
unaffiliated third parties that require access to your personal
information, including financial service companies, consultants,
and auditors. Federal and state securities regulators may review
our Company records and your personal records as permitted by
law.
Personally identifiable information about you will be maintained
while you are a client, and for the required period thereafter
that records are required to be maintained by federal and state
securities laws. After that time, information may be destroyed.
We will notify you in advance if our privacy policy is expected
to change. We are required by law to deliver this Privacy
Statement to you annually, in writing.
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