Bitterroot Capital Advisors, LLC has access to confidential and nonpublic personal information concerning its current, former and prospective clients. We respect the premium you place on keeping your personal finances a private matter. This privacy notice is intended to advise you of the sources from which we obtain nonpublic personal information about you and how we use and disclose such information.
Nonpublic personal information we collect. The nonpublic personal information we collect depends on the nature of our relationship with you and the scope of your engagement with us, but may include your name, email address, telephone number and Social Security number; information about your account balances, assets, income and net worth; and account transaction history and account balances.
Sources from which we may receive nonpublic personal information. You provide most of the nonpublic personal information we collect about you to us directly, including via applications and agreements that you complete in order to receive our services, via our website and through discussions that we have with you regarding your situation and objectives. We may also rely on our affiliates, outside service providers and others to collect certain nonpublic personal information from you.
To whom we disclose your nonpublic personal information. We do not share nonpublic personal information about our current, former and prospective clients with non-affiliated third parties except as permitted or required by law and for our everyday business purposes, including: to process transactions and maintain your account(s); respond to court orders and legal investigations; for marketing purposes, to offer our products and services to you; and as required by our service providers (e.g. our attorneys, accountants). As is common in the industry, non-affiliated companies may from time to time be used to provide certain services, such as preparing and mailing brochures, reports, account statements and other information.
We may also share information about your transactions and experiences with our affiliates for their everyday business purposes.
Confidentiality, security, and integrity. We restrict access to your nonpublic personal information to those employees who need to know that information in order to provide products or services to you. We maintain physical, electronic, and procedural safeguards that are reasonably designed to comply with applicable regulatory standards to maintain the confidentiality of your nonpublic personal information.
You may have more questions about how we respect the privacy of your nonpublic personal information. Please feel free to contact Andrew Martzloff, who will be more than happy to assist you. He can be reached at (406) 556-8200 or via email at email@example.com.
Last updated August 15, 2022.