At RJC Mitchell Consultants, we understand the importance of protecting the privacy of our clients. In order to provide prudent and effective investment management advice to individual investors, RJC Mitchell Consultants will from time to time request, acquire and maintain client information that could be considered personally identifiable.

With this in mind, we have prepared this statement of our client privacy policy to explain how and why we process, use, store and share information regarding our clients in the context of carrying out our business. We believe it is very important that you clearly understand RJC Mitchell Consultants’ policy regarding the use of your personal information. Should you ever wish to challenge a decision we make on your behalf, you will have the necessary information you need to know about your rights.

Information we collect

In order to provide you with a level of service appropriate to the realization of your financial goals, RJC Mitchell Consultants needs to collect certain information about you and your financial circumstances. Information we request may include the following:

  • Your name, age, date of birth and Social Security identification number
  • Your personal and professional contact details, including street address, email address and telephone number
  • Personal financial information including:
    • details of your employment
    • your annual income
    • value of any investments, individual retirement accounts and real estate
    • bank account balances
  • Your level of investment risk aversion
  • Your level of investment market sophistication
  • Your Internet Protocol (IP) address: this is collected passively when you visit our website

RJC Mitchell Consultants uses only legal methods to collect personal information. Ordinarily, we do not access any personal information that might be available from third parties other than those you specifically authorize to disseminate such information to us. These third parties may include:

  • Attorneys
  • Accountants
  • Managers of any trusts with which you are associated

How we use this information

RJC Mitchell Consultants takes your privacy very seriously. In the normal course of conducting business, we will not disclose or share any personally identifiable information with any third party without your express written authorization.

However, under certain circumstances we may be required to share your personally identifiable information with third parties. For example, we may need to allocate a portion of your investment capital to a mutual fund provided by a third party. We will also disclose your personally identifiable information if compelled to do so by a legal court order.

Safeguarding your personal data

RJC Mitchell Consultants has allocated significant resources for technological infrastructure designed to protect all electronically-held information. Your personal information is stored on secure servers protected by hardware and software firewalls and on encrypted cloud storage facilities.

All access to your personal information is password-protected. Access is restricted to employees who are authorized to access client information and have signed confidentiality agreements.

Changes to our privacy policy

RJC Mitchell Consultants reserves the right to amend this policy without prior notice. Whenever this policy is amended, changes will be posted on our website. This ensures that you are always kept fully aware of the personal information we gather, how we use it and under what circumstances we can disclose it.