Privacy policy / Legal

Privacy Policy

We collect information about people we interact with in a way that helps us serve our clients, or those who are exploring a future relationship with us. We never share collected information with others in a personally identifiable form, unless we are required to by law or unless authorized by a client or prospect in writing. Almost all of the information we collect about people is voluntarily given to us by them. We occasionally gather publicly available information about clients or prospects. We do not collect personally identifiable information about people through our website using cookies or any other automated technology. Anyone wishing to be “forgotten” from our files may request to be so at any time. We will honor such a request as long as it does not conflict with U.S securities laws to which we are subject.

We use other firms to hold and process data. Almost all of these firms are technology firms that we believe to be reputable and have adequate security in place to prevent intrusion by unauthorized people. We have a process in place for maintaining good technology security that includes changing passwords on a regular basis, having different passwords for each vendor or site, and securing the location where passwords are kept. In addition, we do not house all data in the same physical or electronic location. Regarding low-technology security, we cross-cut shred all work papers each day in our office and protect our offices with multiple levels of security. We archive information offsite in a secure and super-secret location.

We are really into privacy and confidentiality, and we think you should be, too.  

Legal Notice

Timberchase Financial, LLC is a registered investment adviser (RIA) in Alabama, Texas, and Oregon. The firm is authorized to provide services in other locations. Our ADV Part II and Schedule F as well as our Privacy Policy are available upon request and without charge at any time. This website is a publication of Timberchase Financial, LLC. Information presented is believed to be factual and up to date, but is not guaranteed in its accuracy and should not be regarded as a complete analysis of the subjects discussed. Information on this website is not an offer to buy or sell or a solicitation of any offer to buy or sell any securities, financial planning services, or investment management services and is intended only to provide general information about the company and its services. A signed service agreement by the president of Timberchase Financial, LLC is required before any services are rendered. Hyperlinks on this website point to sites beyond this website. We provide these links as a convenience only and disclaim any responsibility for the accuracy of information on those other websites. Information on this website is directed toward U.S. citizens in jurisdictions where Timberchase Financial, LLC is legally authorized to conduct business. Timberchase Financial, LLC does not provide any services to people who are not either a U.S. citizen or a U.S. resident. No client or prospective client should assume that any information presented and/or made available on this website serves as the receipt of, or a substitute for, personalized individual advice from the advisor or any other investment professional. Historical performance results for investment indexes and/or categories generally do not reflect the deduction of transaction and/or custodial charges or the deduction of an investment-management fee, the incurrence of which would have the effect of decreasing historical performance results.