REGISTERED INVESTMENT ADVISOR
Seaport Wealth Management LLC. d/b/a Seaport Investment Partners (“Seaport”) respects the confidentiality of our clients, and we are committed to safeguarding your privacy. We understand your concerns about protecting the confidentiality of your personal and account information, and we want to assure you that we place a high priority on maintaining the privacy of such information.
Collection of Personal Data
To serve you better and manage your business, it is necessary that we collect and maintain information about you and your account. Generally, we obtain this information from material you provide to us and from reports regarding transactions for your account provided by third parties. For example, we obtain:
Personal information such as your address, phone number, date of birth and social security number, and other personal documents you submit to us;
Security transaction reports from brokers who execute trades for your account; and account valuation information from the custodian who holds the assets we manage for you.
We do not provide your personal information to any other affiliated or non-affiliated third party unless permitted by law or you specifically ask us to do so. Permitted disclosures include the provision of transaction information to both the custodian for your assets and brokers who execute trades for your account. In addition, if you so direct us, we will provide information about your account to your accountant, attorney or other financial service provider.
Protection/Security of Personal Information
Employees of Seaport have an obligation to keep client personal information confidential and to use it solely for the purpose of performing services on behalf of your account. We also have procedures in place to maintain the physical and electronic security of the information we collect about you and your account.
If you have any questions about this policy or would like to update your account information, please call or e-mail Steven Wasserman at 212.877.1588 or steve@seaportIM.com.
We are confident that we have taken every essential precaution to protect your privacy. We have always been faithful to our clients in respecting confidentiality, and we will continue to do so.