PRIVACY POLICY

Protecting client privacy is a focus of Arkell Asset Management, LLC.  We are committed to the responsible use of information in order to provide you services and to help you achieve financial goals.

 

COLLECTION OF NONPUBLIC PERSONAL INFORMATION

To conduct regular business, we may collect nonpublic personal information (for example, social security number, date of birth, account numbers, investment objectives, among other information) from sources such as:

 

  • Information reported to us by you.  Often, this includes verbal descriptions of your financial circumstances and goals, investment account statements, tax returns, estate planning documents, and other items you may provide.  Additionally, you may direct others, such as your accountant or attorney, to provide information about you.

  • Information through your transactions, correspondence, and other communications with us.

  • Information we otherwise obtain from you in connection with providing you financial service.

 

INFORMATION SHARING WITH NON-AFFILIATED THIRD PARTIES

Arkell Asset Management, LLC does not disclose any nonpublic personal information about our customers or former customers to anyone, except as permitted by law or directed by you. The Firm shares nonpublic information solely to service our client accounts. To provide the utmost in service, we may disclose information regarding customers and/or former customers, as necessary, to companies to help us maintain and service your account.  We may share limited information with our accountants, auditors, or other service providers, as required, to responsibly operate and monitor our business and comply with regulatory requirements.

INFORMATION SAFEGUARDING

Arkell Asset Management, LLC will internally safeguard your nonpublic personal information by restricting access to only those employees who provide services to you or those who need access to your information to service your account. In addition, we will maintain physical, electronic and procedural safeguards that meet federal and/or state standards to guard your nonpublic personal information.

 

OPT-OUT PROVISIONS

It is not the policy of Arkell Asset Management, LLC to share nonpublic personal and financial information with unaffiliated third parties except as noted above. Since sharing under the circumstances noted above is necessary to service customer accounts or is mandated by law, there are no allowances made for clients to opt out.

DISCLAIMER

This website is for informational purposes only and does not constitute a complete description of our investment services or performance. This website is in no way a solicitation or offer to sell securities or investment advisory services except, where applicable, in states where we are registered or where an exemption or exclusion from such registration exists. The products or services described by this website are intended to be made available only to persons in the United States. This website should not be considered a solicitation or an offering of any Arkell Asset Management’s services to investors residing outside the U.S. Information throughout this site, whether stock quotes, charts or articles, or any other statement or statements regarding market or other financial information is obtained from sources which we, and our suppliers believe reliable, but we do not warrant or guarantee the timeliness or accuracy of this information. Nothing on this website should be interpreted to state or imply that past results are an indication of future performance. Neither we nor our information providers shall be liable for any errors or inaccuracies, regardless of cause, or the lack of timeliness of, or for any delay or interruption in the transmission thereof to the user.

 

Arkell's provision of a link to another website is for your convenience and does not signify Arkell's endorsement of the other website or its content. You agree that Arkell shall have no responsibility or liability for any information, software, or materials found at any other website or internet source.

 

 

RESTRICTION ON USE:

 

You may not:

 

  • Copy, display reproduce, republish, upload, post, transmit, or otherwise distribute any of the pages, text, or other content of this website without express written consent.

  • Copy, modify, or display Arkell Asset Management’s name, logo, text, or images in any way without express written consent.

  • Modify or use the pages, text, material or other content of this website for any other purpose.

 

Doing any of the foregoing will be a violation of copyrights and other proprietary rights.

 

info@ArkellAssetManagement.com  |  1143 Stoneridge Drive, Bozeman, MT 59718  |  Tel: 406.577.2006