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Select Portfolio Management > Privacy Policy

Privacy Policy

Our Commitment to Your Privacy. Select Portfolio Management, Inc. has a long standing policy of protecting the confidentiality and security of information we collect about our clients and prospective client contacts. We will not share nonpublic information about you (“Information”) with third parties, outside of the professionals we work with, including our attorneys, accountants, and financial advisors, etc., and the professionals you work with, including your attorneys, accountants, and financial advisors, etc. (collectively, your “Professional Advisors”), to the extent necessary for them to assist with your representation.

Why We Collect and How We Use Information. We limit the collection and use of information to the minimum we require to deliver superior service to your Professional Advisors, and you. Such service includes debriefing, analysis, planning, implementation, management, etc., and administering our business.

How We Gather Information. We get most Information directly from you or your Professional Advisors, from your responses to our requests for information, from your tax returns, and from various other sources as part of our due diligence investigations. You may also periodically send us information for purposes of certain transactions or for management purposes. This information may be collected in person or electronically. We may verify this information or get additional information from consumer reporting agencies or public sources. This Information may relate to your finances, employment, avocations or other personal characteristics, as well as transactions and interactions with or through your Professional Advisors, us or others.

How We Protect Information. Our employees are required to protect the confidentiality of Information and to comply with our established policies. They may access Information only when there is an appropriate reason to do so, such as for your planning, implementation, or management needs. We also maintain physical, electronic and procedural safeguards to protect Information which comply with all applicable laws. Employees who violate our Privacy Policy are subject to disciplinary process.

Disclosure of Information. We may disclose any Information to or as directed by your Professional Advisors or when we believe it necessary for the conduct of our business, or where disclosure is required by law. For example, Information may be disclosed for audit purposes., to our attorneys or other professionals, or to law enforcement and regulatory agencies, for example, to help us prevent fraud. In addition, we may disclose Information to third party service providers (i) to enable them to provide business services for us or your Professional Advisors, such as performing computer related or data maintenance or processing services for us or your broker or investment advisor, (ii) to facilitate planning and transactions on your behalf, (iii) to assist us in creating new structures and transactions, etc., for your use or the use of your Professional Advisors, or (iv) for credit review and reporting purposes. Except in those specific, limited circumstances, without your consent, we will not make any disclosures of Information to other companies who may want to sell their products or services to you. For example, we do not sell your name to a catalogue company or telemarketer. It is our policy to require all third parties other than your Professional Advisors, that are to receive any Information to sign strict confidentiality agreements.

Former Customers. Even if you are no longer our customer, our Privacy Policy will apply to you.

To Whom This Policy Applies. This Privacy Policy applies to services provided by us in the United States, used primarily for personal, family, or household purposes (not business purposes).

Access to and Correction of Information. If you desire to review any file we may maintain for your personal information, please contact us. If you notify us that any Information is incorrect, we will review it. If we agree, we will correct our records. If we do not agree, you may submit a short statement of dispute, which we will include in future disclosures of the disputed Information. Information collected in connection with, or in anticipation of, any claim or legal proceeding will not be made available.

Further Information. We reserve the right to change this Privacy Policy. The examples contained within this Privacy Policy are illustrations and they are not intended to be exclusive. We believe that this notice complies with a recently enacted Federal law regarding privacy. You may have additional rights under other foreign or domestic laws that may apply to you.

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WARNING: The information given in this website does not constitute legal or accounting advice or opinion, and should not be relied upon for any planning purposes. It is provided solely and exclusively for general, non-specific educational purposes, and to advise the reader of the nature of the services offered individually by us. Planning of this nature is necessarily very circumstance-specific and therefore it would be dangerous to apply the very general rules described herein to any singular fact-pattern. Prudence demands that you consult with an experienced professional licensed in your state before attempting any of the planning techniques described herein. Additionally, the information given in this website is not meant to be a substitute for legal representation. You should consult with your local attorney regarding your suitability for the techniques stated herein under your local laws. You should also be aware that any attempt to defeat the collection of certain U.S. government and U.S. government-backed obligations can amount to a crime. 

NOTICE: We do not provide any tax related services, nor do we provide any tax advice, tax opinions, counseling on tax matters, tax strategies, tax products, tax shelters, or anything else of a tax-related nature. If you desire such planning you should contact a licensed tax attorney in your state. TAX EVASION IS A SERIOUS CRIME! Always seek a second opinion in regard to your tax planning: If someone tells you not to consult with the IRS or a licensed tax attorney or CPA prior to implementing any planning, there is something seriously wrong and you should think twice about such planning.

NO SPAM POLICY: We do not engage in mass mailings or send spam. Occasionally, scam artists and competitors will send spam with our e-mail return address (a/k/a “Joe Job”) in an attempt to spark complaints and retaliation. To the contrary, we wholeheartedly support the Spamhaus project.


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