Gurtin Fixed Income Management, LLC dba Gurtin Municipal Bond Management (“Gurtin”) is committed to safeguarding the use of Gurtin’s client’s personal information and ensuring that such information is used only for a proper business purpose in connection with the management and servicing of the Account. Our relationship with our clients is Gurtin’s most important asset. We understand that our clients have entrusted us with your private information and we will do everything we can to maintain that trust.
Your Personal Information
Gurtin will obtain access to personal information through each client’s account application, investment management agreement, and correspondence with Gurtin representatives and through transactions with Gurtin. This information may include:
In addition, we may collect non-public information from the following sources:
Shared Personal Information
Gurtin seeks to carefully safeguard personal information and, to that end, restrict access to non-public personal information to those employees and affiliates responsible for the management and servicing of the Account. When processing transactions or managing accounts, Gurtin will maintain physical, electronic and procedural safeguards to protect non-public personal information. Furthermore, we will strive to restrict access to your personal and account information to those employees and affiliates to whom access is necessary for a proper business purpose.
Gurtin may also disclose non-public personal information to non-affiliated third parties, such as brokers and custodians, as necessary, to facilitate the acceptance and management of our relationship. We may also disclose non-public personal information to other financial institutions with whom we have joint business arrangements for proper business purposes. In addition, non-public personal information may be released to the appropriate client or to such client’s authorized agent or representative, if compelled to do so by law, or in connection with any government or self-regulatory organizational request or investigation. Lastly, Gurtin may disclose non-public personal information to companies Gurtin hires to help administrate its business. Companies Gurtin hires to provide these types of services are strictly prohibited from using your personal information for their own purposes and are contractually obligated to maintain strict confidentiality.