30101 Agoura Court
Agoura Hills, CA 91301
Helm investment is committed to maintaining the trust and confidence of our clients. We want you to understand how we protect your privacy when we collect and use information, and the measures we take to safeguard that information. To provide you with a high level of service,
30101 Agoura Court Suite 208, Agoura Hills, CA 91301
As always, please feel free to contact us at 818-538-HELM (4356).
What types of non-public personal information do we collect about you?
In the course of providing service to you, we collect non-public personal information about you from the following sources:
1. Information from you on account applications and other standard forms (for example; name, address, social security number, assets, types and amounts of investments, transactions, and income);
2. Information about your transactions, our affiliates or others including those companies that work closely with us to provide you with diverse financial products and services (for example; your account balance, payment history, parties to transactions, types and amounts of investments, transactions, and credit card usage);
How do we protect the confidentiality and security of your non-public personal information?
Keeping your information secure is one of our most important responsibilities. We restrict access to non-public personal information about you to those employees and agents who need to know that information in order to provide products or services to you. We maintain physical, electronic, and procedural safeguards that comply with federal standards to guard your non-public personal information.
Do we disclose to any non-affiliated third parties your non-public personal information?
We do not sell, share or disclose your non-public personal information to non-affiliated third party marketing companies.
We may disclose non-public personal information about you in connection with the transfer of your account to another financial institution at your request or the request of your representative. We may also disclose non-public personal information about you under circumstances as permitted or required by law.
These disclosures typically include information to process transactions on your behalf, to conduct our operations, to follow your instructions as you authorize, or to protect the security of our financial records.