Tiburon Asset Management Website Privacy Policy

Introduction

We are responsible for maintaining and protecting the Personal Information under our control. We have designated an individual or individuals who is/are responsible for compliance with our privacy policy.

 

Identifying Purposes

We collect, use and disclose Personal Information to provide you with the product or service you have requested and to offer you additional products and services we believe you might be interested in. The purposes for which we collect Personal Information will be identified before or at the time we collect the information. In certain circumstances, the purposes for which information is collected may be clear, and consent may be implied, such as where your name, address and payment information is provided as part of the order process.

 

Consent

Knowledge and consent are required for the collection, use or disclosure of Personal Information except where required or permitted by law. Providing us with your Personal Information is always your choice. However, your decision not to provide certain information may limit our ability to provide you with our products or services. We will not require you to consent to the collection, use, or disclosure of information as a condition to the supply of a product or service, except as required to be able to supply the product or service. Mobile opt in, SMS Opt-In consent and the phone numbers we collect will NOT be shared with third parties or affiliates in any circumstance.

 

Limiting Collection

The Personal Information collected will be limited to those details necessary for the purposes identified by us. With your consent, we may collect Personal Information from the contact form on this website, from you in person, over the telephone or by corresponding with you via mail, facsimile, or the Internet.

 

Limiting Use, Disclosure and Retention

Personal Information may only be used or disclosed for the purpose for which it was collected unless you have otherwise consented, or when it is required or permitted by law. Personal Information will only be retained for the period of time required to fulfill the purpose for which we collected it or as may be required by law. Mobile opt in, SMS Opt-In consent and the phone numbers we collect will NOT be shared with third parties or affiliates in any circumstance.

 

Accuracy

Personal Information will be maintained in as accurate, complete and up-to-date a form as is necessary to fulfill the purposes for which it is to be used.

 

Safeguarding Your Information

Personal Information will be protected by security safeguards that are appropriate to the sensitivity level of the information. We take all reasonable precautions to protect your Personal Information from any loss or unauthorized use, access or disclosure.

 

Openness

We will make information available to you about our policies and practices with respect to the management of your Personal Information.

 

Access

Upon request, you will be informed of the existence, use and disclosure of your Personal Information, and will be given access to it. You may verify the accuracy and completeness of your Personal Information, and may request that it be amended, if appropriate. However, in certain circumstances permitted by law, we will not disclose certain information to you. For example, we may not disclose information relating to you if other individuals are referenced or if there are legal, security or commercial proprietary restrictions.

 

Changes

Any changes to our privacy policy will be communicated to our clients via email.

 

Whom to Contact for More Information

You may direct any questions or inquiries with respect to our privacy policy to:

Ben A. Rutledge

(415)707-3230

ben@tiburonam.com

 

Additional Information

Cookies

A cookie is a small computer file or piece of information that may be stored in your computer’s hard drive when you visit our websites. We may use cookies to improve our website’s functionality and, in some cases, to provide visitors with a customized online experience.

Cookies are widely used, and most web browsers are configured initially to accept cookies automatically. You may change your Internet browser settings to prevent your computer from accepting cookies or to notify you when you receive a cookie so that you may decline its acceptance. Please note, however, if you disable cookies, you may not experience optimal performance of our website.

Other Websites

Our website may contain links to other third-party sites that are not governed by this privacy policy. Although we endeavor to only link to sites with high privacy standards, our privacy policy will no longer apply once you leave our website. Additionally, we are not responsible for the privacy practices employed by third party websites. Therefore, we suggest that you examine the privacy statements of those sites to learn how your information may be collected, used, shared and disclosed.

SMS Terms & Conditions:

1- SMS Consent Communication:

The information (Phone Numbers) obtained as part of the SMS consent process will not be shared with third parties for marketing purposes.

2- Types of SMS Communications:

If you have consented to receive text messages from Tiburon Asset Management, you may receive messages related to the following:

  • Appointment reminders
  • Follow-up messages
  • Billing inquiries
  • Transactions
  • New account status
  • Existing account maintenance

Example: “Hello, your new account is now open.  You may access it via the link at https://www.tiburonam.com/. Reply STOP to opt out of SMS messaging at any time.”

3- Message Frequency:
Message frequency may vary depending on the type of communication. For example, you may receive up to 20 SMS messages per week related to your account or financial plan.

Example:  “Message frequency may vary. You may receive up to 20 SMS messages per week regarding your appointments or account status.”

4- Potential Fees for SMS Messaging:

Please note that standard message and data rates may apply, depending on your carrier’s pricing plan. These fees may vary if the message is sent domestically or internationally.

5- Opt-In Method:

You may opt-in to receive SMS messages from Tiburon Asset Management by submitting an online form.

6- Opt-Out Method:

You can opt out of receiving SMS messages at any time. To do so, simply reply “STOP” to any SMS message you receive. Alternatively, you can contact us directly to request removal from our messaging list.

7- Help:

If you are experiencing any issues, you can reply with the keyword HELP. Or, you can get help directly from us at https://www.tiburonam.com/.

Additional Options:

  • If you do not wish to receive SMS messages, you can choose not to check the SMS consent box on our form.

8- Standard Messaging Disclosures:

  • Message and data rates may apply.
  • You can opt out at any time by texting “STOP.”
  • For assistance, text “HELP” or visit our Privacy Policy and Terms and Conditions pages located at https://www.tiburonam.com/privacy-policy/.
  • Message frequency may vary.