Privacy
Privacy Notice.
How SilverOak Investments collects, uses, shares, and protects personal financial information about clients and prospective clients.
FACTS
What does SilverOak Investments, LLC do with your personal information?
Why?
Financial companies choose how they share your personal information. Federal law gives consumers the right to limit some but not all sharing. Federal law also requires us to tell you how we collect, share, and protect your personal information. Please read this notice carefully to understand what we do.
What?
The types of personal information we collect and share depend on the product or service you have with us. This information can include:
- Social Security number and assets
- Investment experience and risk tolerance
- Account balances and transaction history
- Income and employment information
How?
All financial companies need to share customers' personal information to run their everyday business. In the section below, we list the reasons financial companies can share their customers' personal information; the reasons SilverOak Investments chooses to share; and whether you can limit this sharing.
Sharing Practices
The complete sharing-practices table — including the categories of personal information we may share, the reasons we share it, and whether you can limit each type of sharing — is in the official Privacy Notice PDF. Please refer to the PDF for the complete and current text.
Questions?
To ask questions about this privacy notice, or to request a copy in another format, contact us:
The version of this notice posted on the website may be updated periodically. The PDF dated January 2018 is the canonical version on file with the firm. Any material changes will be reflected in a revised PDF; old versions remain accessible from the firm's records.