Privacy Policy

Rev. February 2010

Privacy Information

FACTS:

  • WHAT DOES TELOS CAPITAL MANAGEMENT, INC.
  • DO WITH YOUR PERSONAL INFORMATION?

Why?

Financial companies choose how they share your personal information. Federal law gives consumers the right to limit some but not all sharing. Federal law also requires us to tell you how we collect, share, and protect your personal information. Please read this notice carefully to understand what we do.

What?

The types of personal information we collect and share depend on the product or service you have with us. This information can include:

  • Social Security number and income
  • account balances and transaction history
  • assets and risk tolerance

When you are no longer our customer, we continue to share your information as described in this notice.

How?

All financial companies need to share customers’ personal information to run their everyday business. In the section below, we list the reasons financial companies can share their customers’ personal information; the reasons Telos Capital Management, Inc. chooses to share; and whether you can limit this sharing.

Reasons we can share your personal information

For our everyday business purposes - as permitted by law

For our marketing purposes - to offer our products and services to you

For joint marketing with other financial companies

For our affiliates' everyday business purposes - information about your transactions and experiences

For our affiliates' everyday business purposes - information about your creditworthiness

For nonaffiliates to market to you

Does Telos Capital Management, Inc. share?

YES


YES


YES


NO


NO


NO


NO

Can you limit this sharing?


NO


NO


We don’t share


We don’t share


We don’t share


We don’t share

Questions?

Call 858-271-6350 or go to www.telosinc.com

WHO WE ARE

Who is providing this notice?
Telos Capital Management, Inc.

WHAT WE DO

How does Telos Capital Management, Inc. protect my personal information?

To protect your personal information from unauthorized access and use, we use security measures that comply with federal law. These measures include computer safeguards and secured files and buildings.

How does Telos Capital Management, Inc. collect my personal information?

We collect your personal information, for example, when you

  • seek advice about your investments
  • enter into an investment advisory contract
  • tell us about your investment or retirement portfolio
  • tell us about your investment or retirement earnings
  • give us your contact information

We also collect your personal information from other companies

Why can’t I limit all sharing?

Federal law gives you the right to limit only:

  • sharing for affiliates’ everyday business purposes - information about your creditworthiness
  • affiliates from using your information to market to you
  • sharing for nonaffiliates to market to you

State laws and individual companies may give you additional rights to limit sharing.

DEFINITIONS

Affiliates

Companies related by common ownership or control. They can be financial and nonfinancial companies.

  • Telos Capital Management, Inc. has no affiliates

Nonaffiliates

Companies not related by common ownership or control. They can be financial and non-financial companies.

  • Telos Capital Management, Inc. does not share with nonaffiliates so they can market to you

Joint Marketing

A formal agreement between nonaffiliated financial companies that together market financial products or services to you.

  • Telos Capital Management, Inc. doesn’t jointly market

Have a Question?

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