Bend, Oregon
Local 541.389.3311

Privacy Policy

At Sundowner, your privacy is our priority.

Our relationship with you is our most important asset. We understand that you have entrusted us with your private financial information, and we are committed to protecting the highly confidential nature of our relationship.

We collect personal information to establish our relationship, to process your transactions and to help us provide a better level of service. We do not sell your personal information to anyone. We protect the security and confidentiality of the personal information we collect.

Details of our approach to privacy and how your personal information is

  1. We do not sell your personal information to anyone.
  2. We do not disclose personal information to third parties unless authorized by you, our client.
    • Limited Exception. We may disclose or report personal information in limited circumstances where we believe in good faith that disclosure is required or permitted under law, for example, to cooperate with regulators as in the case of a mandatory audit of our office.
  3. We do collect personal information in the normal course of business in order to administer your accounts and serve you better.
    • Confidential Client Profile. We collect information that you provide to us when you begin a relationship with Sundowner. This information includes name, address, phone numbers, email address, date of birth, employment status, Social Security number, and information about your investments, investment experience and financial goals.
    • Investment Policy Statement. We obtain a statement of objectives with regard to your investment goals including your investment time horizon and tolerance for volatility. We also collect information regarding any investment restrictions/constraints you may desire.
    • Transaction Information. To administer your account and better serve you, we collect and maintain personal information about your transactions, including balances, positions, and history, and may include your name or other data in an internal client list that reflects your activities.
  4. We protect the confidentiality and security of your personal information.
    • Other Companies. Companies we hire to provide support services are not allowed to see your personal information.
    • Restricted Access. We restrict access to personal information to our employees for business purposes only. All employees are trained and are required to safeguard such information.
    • Safeguards. We maintain physical, electronic, and procedural safeguards to protect your personal information.
  5. The Sundowner Privacy Policy applies to current and former clients.