Foundry Partners, LLC
Privacy Notice Regarding Client Privacy
At Foundry Partners, LLC maintaining the trust and confidence of our clients is a high priority. Because you trust us with your financial and other information, we take the safeguarding and respect of this information very seriously.
Information We Collect
In connection with providing investment products, financial advice, or other services, we obtain nonpublic personal information about you, including:
- Social Security Number
- Account Balances
- Transaction History
- Account Transactions
- Risk Tolerance
Categories of Information We Disclose
We may disclose all of the information described above to certain third parties who are not affiliated with Foundry Partners to process or service a transaction at your request or as permitted by law. For example, sharing information with companies who maintain or service customer accounts for Foundry Partners is permitted and is essential for us to provide you with necessary or useful services with respect to your accounts.
Categories of Parties to Whom We Disclose
There may be times when client information is provided to our affiliates to enable us to receive services such as accounting, legal and compliance matters. Also, we may provide client information to other third party service providers when it is essential for the servicing of your account, such as transaction services. We may disclose information to other third parties that we believe it necessary for the conduct of our business or where disclosure is required by law. We will subject such disclosures to confidentiality agreements and limit the use of information by the third party solely to the purposes for which the information is disclosed or as otherwise permitted by law.
Foundry Partners Security Policy
We permit only authorized individuals who are trained in the proper handling of nonpublic personal information, and who need to access this information to perform their duties, to have access to your personal information. In addition, all of our employees are subject to physical, electronic, and procedural safeguards to protect your nonpublic personal information from unauthorized use. All employees are subject to disciplinary action for violating this confidence.
Closed or Inactive Accounts
Please direct any complaints to Chief Compliance Officer, Foundry Partners, LLC, T3 Building, 323 Washington Avenue North, Suite 360, Minneapolis, MN 55401, or call 612.376.2800.
If we make any substantial changes in the way we use or disseminate confidential information, we will notify you.
Rev. January 2020