Consulting Services Support Corporation
Preserving our clients' and prospective clients' trust, confidence, and privacy, is of paramount importance in the services that Joshua Tree Investments and Consulting Services Support Corporation and its wholly-owned subsidiaries; CSSC Investment Advisory Services, Inc. (a Registered Investment Adviser), CSSC Brokerage Services, Inc., and CSSC Insurance Services, Inc. (collectively referred hereafter as "CSSC") perform. That is why we want you to know how we protect your privacy when we collect and use information about you, and the steps that we take to safeguard that information. This notice is provided to you on behalf of the Investment Professionals as well as on behalf of the companies listed above that may aid in providing financial consulting services to you.
The Information We Collect From Websites
CSSC is committed to protecting your privacy. Specifically, users may reasonably be concerned about what information is being collected about them, how it is being collected, and how it is being or will be used. The following is designed to help you understand our collective commitment to privacy:
CSSC gathers information about Web site visitors to improve the caliber of online information and services offered. There are several forms of data that are collected, such as site visitor data, site use data, and personal information on site visitors, which is voluntarily provided to us by site visitors and users. All information collected here about you remains confidential and secure, and is not shared with non-affiliated third parties, unless required to fulfill legal and regulatory requirements, and otherwise permitted by law. This information is not used for any purpose other than for research, statistical analysis, and the development and delivery of services by CSSC and its Affiliated Firms.
Site Visitor Data. CSSC and its Affiliated Firms routinely gather data on site activity, such as how many people visit the site, the pages they visit, what site they navigate from, how long they visit, etc. This data is typically collected on an aggregate, anonymous basis, which means that this data contains no personal information. This data is generally gathered through the use of Web server logs and cookies1. Visitor data is shared with CSSC and its Affiliated Firms to improve site content and overall services.
Personal Information. CSSC and its Affiliated Firms collect personal information from site visitors and/or users, such as a visitor and/or user's name, address, phone number, email address, etc. Personal information is collected only when site visitors and/or users voluntarily provide it. It is collected principally through our interactive communications forms, such as requests for information, specific service requests, etc. Occasionally, we will also collect personal information through voluntary online surveys.
CSSC and its Affiliated Firms reserve the right to accumulate and to disclose information about visitors to this Site, their usage of this Site, and demographics, in any form that does not reveal their individual identities and as permitted by law.
Other Personal Information We May Collect
When CSSC renders the services you have requested, we will collect such personal information about you that we determine to be necessary to perform the requested services. We may obtain this information from a wide variety of sources, including (without limitation) tax returns that you provide (or provided to us, with your consent, by your tax preparer), from files and / or documents from your Investment Professional, or you may provide the information to us directly. This personal information will typically include (without limitation) information regarding your assets, liabilities, and net worth; your income; your age; the activities that you participate in; and certain medical information.
What We Use This Other Information For
CSSC will use this personal information about you to design and implement the financial services solutions and other services that you engage us to perform. We may (although we are not obligated to do so) also use the information to diagnose your need for additional financial services beyond the scope of the engagement for which such information was gathered.
To Whom Do We Disclose This Information
CSSC will provide this personal information about you to the consulting and financial services firms that help us provide you with the services and solutions that you have requested, including Joshua Tree Investments, Consulting Services Support Corporation and its wholly-owned subsidiaries; CSSC Investment Advisory Services, Inc. (a Registered Investment Adviser), CSSC Brokerage Services, Inc., and CSSC Insurance Services, Inc. (collectively referred hereafter as "CSSC"). CSSC may provide the information to other financial services providers that may provide the elements of the financial services solutions that we develop for you, such as insurance companies and money management firms. These parties must limit their use of the information to the purpose for which it was provided.
We restrict access to nonpublic personal information about clients to those employees who may need to know that information to provide products or services to clients or as is otherwise permitted or required by law.
We may share your information with auditors, regulators, and law enforcement organizations or in response to a subpoena or discovery request, as permitted or required by law or regulation.
We do not sell the personal information of our clients to third party providers of goods and/or services. Except as needed to perform the financial services and implement the financial services solutions that you have asked us to perform for you, we will not provide this information about you to third party sellers of goods and/or services.
Our Security Policy
CSSC and its Affiliated Firms maintain physical, electronic, and procedural security measures that comply with applicable state and federal regulations to safeguard the confidentiality of your personal information. Authorized access to your personal information is provided only to those who require it to design and implement the financial services solutions that you have asked us to perform, or otherwise may need it to review and/or supervise such work.
If you have any questions please contact Joshua Tree Investments.