Truth Investments, L.L.C. is an independent financial asset management firm. We are committed to safeguarding the confidential information of its clients. We hold all personal information provided to our firm in the strictest confidence. These records include all personal information that we collect from you in connection with any of the services provided by Truth Investments, L.L.C.. We have never disclosed information to nonaffiliated third parties, except as mandated by law, and do not anticipate doing so in the future. If we were to anticipate such a change in firm policy, we would be prohibited under the law from doing so without advising you first. We do use financial information provided by you to help determine your personal financial goals while guarding against any real or perceived infringements of your rights of privacy. Our policy with respect to personal information is listed below.


  • We limit employee access to information only to those who have a business or professional reason for knowing, and only to nonaffiliated parties as mandated by law.

  • We maintain a secure file storage and computer environment to ensure that information is not placed at unreasonable risk.

  • The categories of nonpublic personal information that we collect from clients depend upon the scope of the client engagement. It may include but is not limited to information about personal finances and information about transactions between you and third parties.

  • For unaffiliated third parties that require access to your personal information, including financial regulators and auditors, we also require strict confidentiality in our agreements with them and expect them to keep this information private. Federal and state regulators also may review firm records as permitted under law.

  • We do not provide your personally identifiable information to mailing list vendors or solicitors for any purpose.

  • Personally identifiable information such as account and social security numbers will be maintained during the time you are a client, and for the required time thereafter that such records are required to be maintained by federal and state securities law. After this required period of record retention, all such information will be destroyed or returned to you upon request. We may keep your name and address for future marketing purposes. Marketing will remain confined within Truth Investments, L.L.C. and will be used only for our purposes, such as contacting you about new products. Your name and address will never be provided to any third party after this required period of record retention.

  • Clients will be notified upon changes to the Privacy Statement.