FACTS: | What Does SCHNEIDER DOWNS WEALTH MANAGEMENT ADVISORS, LP (“SDWMA”) Do With Your Personal Information? (Rev. 02/17/2014) |
| 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 and service you have with us. This information can include:
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 SDWMA chooses to share; and whether you can limit this sharing. |
Reasons we can share your personal information | Does SDWMA share? | Can you limit this sharing? |
For our everyday business purposes – such as to process your transactions, maintain your account(s), respond to court orders and legal investigations, or report to credit bureaus
| Yes | No |
For our marketing purposes – to offer our products and services to you
| No | N/A – We do not share |
For joint marketing with other financial companies
| No | N/A – We do not share |
For our affiliates’ everyday business purposes – information about your transactions and experiences
| Yes | No |
For our affiliates’ everyday business purposes – information about your creditworthiness
| No | N/A – We do not share |
For our affiliates to market to you
| No | N/A – We do not share |
For non-affiliates to market to you
| No | N/A – We do not share |
Questions? If you have any questions or concerns about the privacy of customer information, please contact us at (412) 697-5200, Monday through Friday, between the hours of 9:00 am and 5:00 pm Eastern Time.
Who we are | |
Who is providing this notice? |
Schneider Downs Wealth Management Advisors, LP
|
What we do | |
How does SDWMA 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.
SDWMA limits access to your information to those employees and service providers who are involved in offering or administering the products or services to you, such as transfer agents, custodians, brokers, reporting services and third party managers selected to manage your accounts. SDWMA trains our employees to respect customer privacy and to recognize the importance of confidentiality. If our relationship ends, we will continue to treat your non-public personal information as confidential and safeguard that information.
|
How does SDWMA collect my personal information? |
We collect your personal information, for example, when you · Open an account or deposit money · Complete an Investment Policy Statement or financial questionnaire · Verbally provide financial information to SDWMA We also collect your personal information from others, such as credit bureaus, affiliates and 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 non-affiliates 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 non-financial companies. · Schneider Downs & Co., Inc. · Schneider Downs Corporate Finance, LP · Schneider Downs Insurance Advisors, LP
|
Non-affiliates |
Companies not related by common ownership or control. They can by financial and non-financial companies. Examples may include companies that have custody of your assets or plan recordkeepers. SDWMA does not share with non-affiliates so they can market to you.
|
Joint marketing |
A formal agreement between non-affiliated financial companies that together market financial products or services to you. SDWMA does not jointly market.
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Other Important Information
For California Residents. In accordance with California law, we will not share information we collect about you with non-affiliates, except as allowed by law. For example, we may share information with your consent or to service your accounts. Among our affiliates, we will limit information sharing to the extent required by California law.
For Nevada Residents. We are providing you this notice pursuant to state law. You may be placed on our internal Do Not Call List by calling 412-697-5200. Nevada law requires that we provide you with the following contact information: Bureau of Consumer Protection, Office of the Nevada Attorney General, 555 E. Washington St., Suite 3900, Las Vegas, NV 89101; Phone number 702-486-3132; email BCPINFO@ag.state.nv.us.
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Email us: sdwealthmanagement@schneiderdowns.com
Schneider Downs Wealth Management, LP (“SD Wealth Management” or “SDWMA”) is an SEC Registered Investment Advisor specializing in the Investment Management and Financial Planning Services for Individual Investors; Investment Management and Investment Committee Services for Institutions and Non-Profits; and Corporate Solutions and ERISA Fiduciary Services. Registration with the SEC does not imply any level of skill or training.
© 2024 Schneider Downs & Co., Inc. Maryland license number 35239.
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