Privacy Policy


ITS Asset Management, L.P. (“ITS”) is committed to maintaining your privacy and maintaining the confidentiality, integrity, and security of your nonpublic personal information. 

This Privacy Policy ("Policy") applies to data collected by ITS through its website and related services, as well as its offline product support services.  This notice explains our practices and policies for handling your nonpublic personal information and describes our commitment to protecting the information provided to us.  It does not apply to partner sites that do not display or link to this statement or that have their own privacy statements. 

Your use of this website constitutes your acceptance to be bound by this Policy without limitation, qualification, or change.

Collection of Nonpublic Personal Information

We gather and maintain nonpublic personal information only as is necessary for us to provide and administer our website and to perform services.  Information we collect may be obtained from this website or directly from you on our account applications or other forms submitted to our firm. 

Additional information regarding your securities transactions may be obtained from the custodian of your account in order to administer assets placed under our management.

Use of Nonpublic Personal Information

ITS uses nonpublic personal information for the purpose of opening and maintaining your managed account, to facilitate transactions, and to comply with current regulatory reporting requirements.

We also use your information to communicate with you.  ITS may send you information about our services in addition to communications such as welcome letters and periodic newsletters.

Disclosure of Nonpublic Personal Information

ITS does not disclose or share nonpublic personal information with anyone except as permitted by law.  ITS uses various technologies made available to us by private companies in order to achieve these purposes.  These private companies, including data management, data storage, compliance consulting or auditing firms, as well as the financial industry regulatory bodies may become a party to some or all of the information we maintain.  Additionally, pursuant to a request from you, your financial professional, or the financial professional’s supervisory firm, ITS may disclose your information to a non-affiliated third-party vendor, so that your financial professional may access the information via data aggregation or financial planning software.  ITS will maintain the same standards of privacy after our relationship has ended.

Confidentiality and Security of Nonpublic Personal Information

ITS dedicates significant resources to protect the security of your information.  We use physical, electronic, and procedural safeguards to maintain the integrity of your information and guard against its unauthorized use.  All ITS employees are required to follow our privacy procedures to ensure that your information is handled properly and used only for authorized purposes.

IP Address and Log Files

We may use your IP address to administer our website, to help diagnose problems with our server, to analyze trends, to track users’ webpage movements, to help identify you, and to gather broad demographic information for aggregate use.

Use of Cookies to Collect Information

This website may use a standard technology called a “cookie” to collect information about how you use the website.  A cookie is a small text file that is placed on your hard disk by a web page service.  Cookies contain information that can later be read by a web server in the domain that issued the cookie to you.  Cookies cannot be used to run programs or deliver viruses to your computer.  No personally identifiable information is stored in these cookies.  We use cookies only to gather information as indicated in this Policy.

Changes to This Privacy Statement

We will occasionally update this privacy statement to reflect changes in our services.  When we post changes to this statement, we will revise the “last updated” date at the bottom of this statement.  We encourage you to periodically review this statement to be informed of how ITS is protecting your information.

Accessing Your Personal Information

You will not have the ability to edit your personal information online.  You may write to us if you have any questions about the information that we may have in our records about you.  Questions concerning ITS’s Privacy Policy may be directed to the Compliance Department of our firm.

Last updated:  September 2017