Privacy Policy

We Respect Your Privacy

Thank you for your decision to invest with us. Touchstone and its affiliates have always placed a high value on the trust and confidence our clients place in us. We believe that confidence must be earned and validated through time. In today's world, when technology allows the sharing of information at light speeds, trust must be reinforced by our sincere pledge to take the steps necessary to ensure that the information you share with us is treated with respect and confidentiality.

Our Pledge to Our Clients

  • We collect only the information we need to service your account and administer our business.

  • We are committed to keeping your information confidential and we place strict limits and controls on the use and sharing of your information.

  • We make every effort to ensure the accuracy of your information.

We Collect the Following Nonpublic Personal Information About You:

Information we receive from you on or in applications or other forms, correspondence, or conversations, including, but not limited to, your name, address, phone number, social security number, assets, income and date of birth; and

Information about your transactions with us, our affiliates, or others, including, but not limited to, your account number and balance, payment history, parties to transactions, cost basis information, and other financial information.

Through cookies, we capture your IP address (the number assigned to your computer when you use the Internet), your domain name, browser and platform types, time you accessed our site, and your activity while on our site. Please read our Cookies Policy for more details. We do not use Web Beacons to monitor your activity on our site.

One third-party service we use is Google Analytics to collect and process data.

Categories of Information We Disclose and Parties to Whom We Disclose

We do not disclose any nonpublic personal information about our current or former clients to nonaffiliated third parties, except as required or permitted by law.

We Place Strict Limits and Controls on the Use and Sharing of Your Information

  • We restrict access to nonpublic personal information about you to authorized employees who need the information to administer your business.

  • We maintain physical, electronic and procedural safeguards that comply with federal standards to protect this information.

  • We do not disclose any nonpublic personal information about our current or former clients to anyone, except as required or permitted by law or as described in this document.

  • We will not sell your personal information to anyone.