Privacy Policy
Recent Update: December 17, 2004
You are the most important asset of Quality Asset Management (QAM). We understand that you have entrusted us with your private financial information, and do everything we can to maintain that trust.
What is personal information?
Personal information includes the following personal information: name, address, telephone number, social security number, income, assets, investment experience and goals.
In order to provide you with portfolio reports and other personal service, and according to regulatory requirements, we also record and maintain information on your transactions as well as your correspondence with us.
How is the information used?
The personal information is collected strictly for the following purposes
- To provide the service that you have requested or authorized, or to maintain and service your accounts.
- To comply with regulatory requirements or law enforcement officials who have jurisdiction over Quality Asset Management, or as otherwise required by any applicable law.
- To the extent reasonably necessary to prevent fraud and unauthorized transactions.
- We disclose personal information to companies that help us process or service your transactions or account(s).
Changes in our privacy practices
If at any time in the future it is necessary to disclose any of your personal information in a way that is inconsistent with this policy, we will give you advanced notice of the proposed change so that you will have the opportunity to opt out of such disclosure.
Safeguards
We maintain physical, electronic and procedural safeguards to guard your nonpublic personal information.
Please help us maintain accurate records
Our efforts to maintain the privacy of your personal financial information are always evolving. If you have any questions or concerns regarding this policy, please contact us. In addition, it is important to us that we have accurate information about you. If you are a client and have a concern about your personal or account information or you want to correct, update or confirm your information, please contact us.
By phone: (877) 277-3802
By email: ghanoch@qualityasset.com
Past performance may not be indicative of future results. No current of prospective client should assume that the future performance of any specific investment, investment strategy (including the investments and/or investment strategies recommended and/or purchased by Quality Asset Management), or product made reference to directly or indirectly on this website, or indirectly via link to any unaffiliated third-party website, will be profitable or equal to corresponding indirect performance levels. Simulated data was used for periods prior to the inception of mutual funds - for more information see Performance Data Disclosure.
Different types of investments involve varying degrees of risk, and there can be no assurance that any specific investment will either be suitable or profitable for a client's or prospective client's investment portfolio. Note that services are limited to investment advice and do not include financial planning, legal advice or tax planning and/or other non-investment related consultation services. No client or prospective client should assume that any information presented and/or made available on this website serves as the receipt of, or substitute for, personalized individual advice from the advisor or any other investment professional. If you have any questions regarding the applicability of any specific issue discussed above to your individual situation, you are encouraged to consult with the professional advisor of your choosing. A copy of our current written disclosure statement discussing our advisory services and fees is available for review upon request.
Historic performance results for investment indexes and/or categories generally do not reflect the deduction of transactions and/or custodial charges or the deduction of any investment management fee, the incurrence which would have the effect of decreasing historical performance results.
The advisor makes no representations or warranties as to the accuracy, timeliness, suitability, completeness or relevance of any information prepared by any unaffiliated third party, whether linked to the website or incorporated therein. Such information is provided solely for convenience, and all users should be guided accordingly.
Copyright © 2004-2009 Quality Asset Management, LLC. Any usage of this web site by investment advisors or other investment professionals is prohibited, unless written notice was given directly from Quality Asset Management, LLC. Any portfolio or strategy presented on this web site does not represent a recommendation.
