1. Introduction

Effective Date: 10/20/2024
At Pacific Investment Counsel, Inc. (“we,” “us,” “our”), your privacy is of utmost importance. This Privacy Policy outlines how we collect, use, disclose, and protect your personal information in accordance with applicable laws and regulations. As the successor to Leland A. Parker & Associates, Inc., we are committed to maintaining the confidentiality and security of your information.

2. Information We Collect

We may collect various types of personal information when you engage with our services, including but not limited to:

  • Personal Identifiable Information (PII): Such as your name, address, email address, phone number, and Social Security number.
  • Financial Information: Including bank account details, investment preferences, and financial history.
  • Transaction Information: Records of your transactions with us, including investments and account balances.
  • Communication Information: Any correspondence you have with us, whether via email, phone, or other means.
Contact Form

Information submitted through the contact form on our site is sent to our company email, hosted by our secure linux server “Privacy Shield” policy.

These submissions are only kept for customer service purposes they are never used for marketing purposes or shared with third parties.

Google Analytics

We use Google Analytics on our site for anonymous reporting of site usage. So, no personalized data is stored. If you would like to opt-out of Google Analytics monitoring your behavior on our website please use this link: Google Analytics Opt-out.

Cases for Using the Personal Data

We use your personal information in the following cases:

  • Verification/identification of the user during website usage;
  • Providing Technical Assistance;
  • Sending updates to our users with important information to inform about news/changes;
  • Checking the accounts’ activity in order to prevent fraudulent transactions and ensure the security
  • over our customers’ personal information;
  • Customize the website to make your experience more personal and engaging;
  • Guarantee overall performance and administrative functions run smoothly.

3. How We Use Your Information

We may use your personal information for the following purposes:
  • To provide investment management services tailored to your needs.
  • To communicate with you regarding your account, investments, and related services.
  • To process transactions and manage your accounts.
  • To comply with legal and regulatory requirements.
  • To improve our services and enhance your client experience.
Disclosure of Your Information
We may disclose your personal information in the following circumstances:
  • To Service Providers: We may share your information with third-party service providers who assist us in delivering our services, such as custodians, brokers, and compliance consultants.
  • Legal Compliance: We may disclose your information as required by law, regulation, or in response to a subpoena or court order.
  • Business Transfers: If we undergo a merger, acquisition, or asset sale, your information may be transferred as part of that transaction.

3. Data Security

We implement appropriate technical and organizational measures to protect your personal information against unauthorized access, loss, or misuse. These measures include encryption, firewalls, and access controls. However, no method of transmission over the internet or electronic storage is 100% secure. Therefore, while we strive to protect your information, we cannot guarantee its absolute security.

Cookies
This site uses cookies – small text files that are placed on your machine to help the site provide a better user experience. In general, cookies are used to retain user preferences, store information for things like shopping carts, and provide anonymised tracking data to third party applications like Google Analytics. Cookies generally exist to make your browsing experience better. However, you may prefer to disable cookies on this site and on others. The most effective way to do this is to disable cookies in your browser. We suggest consulting the help section of your browser.

4. Your Data Rights

General Rights
Access and review your personal information. Request corrections to inaccurate or incomplete information. Request the deletion of your personal information, subject to legal obligations. Opt-out of marketing communications.

To exercise these rights, please contact us using the information provided below.

5. Changes to This Privacy Policy

We may update this Privacy Policy from time to time. We will notify you of any changes by posting the new policy on our website with an updated effective date. We encourage you to review this policy periodically for any updates.

6. Contact Us

If you have any questions or concerns about this Privacy Policy or our privacy practices, please contact us at: Pacific Investment Counsel, Inc.
9151 Atlanta Avenue, #6014
Huntington Beach, CA 92615
Email: info@pacificinvestmentcounsel.com
Phone: 714.875.9211

Thank you for trusting Pacific Investment Counsel, Inc. with your investment management needs. Your privacy is important to us.

Privacy Policy

© 2024 Pacific Investment Counsel, Inc. All rights reserved.
Risk Disclosure: Past performance is not indicative of likely future results. All investing involves risk including the possible loss of principal. There can be no assurance any investment will achieve its investment objectives. Foreign investments may be subject to additional risks, which include international trade, currency, political, regulatory and diplomatic risks, which may affect their value. Given the complexity of investments and strategies, we may rely heavily on quantitative models and data supplied by third parties. Models and Data may prove to be incorrect or incomplete and expose investment portfolios to potential risks.