Privacy Statement
Wind River Financial recognizes the importance of protecting the privacy of your personal financial information. Wind River does not sell any client information with any third parties. Because of our interest in protecting your privacy, we have adopted the following principles in continuing our commitment to you, our valued client:
Recognition of Your Expectation of Privacy
We recognize your right to privacy at Wind River. You have the right to expect your personal financial information will remain private and secure. While information is critical to providing quality service, we recognize that one of our most important assets is our clients trust. We understand the need to safe guard your sensitive information that you have entrusted us to.
Our Use of Information Collected About You
We collect, retain and use information about you only where we reasonably believe it will help administer our business or provide products, services, and other opportunities to you. We collect and retain information about you only for specific business purposes š and upon your request we will tell you why we are collecting and retaining this information. We use information to protect and administer your records, accounts, and funds; to comply with certain laws and regulations; to help us design or improve our products and services; and to understand your financial needs so that we can provide you with quality products and superior service.
Our Maintenance of Accurate Information
We continually strive to maintain complete and accurate information about you and your accounts. Should you ever believe that our records are inaccurate or incomplete, please notify us at your earliest convenience. We will update our records accordingly.
Limitations on Employee Access to Information
At Wind River Financial, employee access to personally identifiable client information is limited to those with a business reason to know such information. Employees are trained on the importance of maintaining the confidentiality of client information and on these Privacy Principles. Because of the importance of these issues, all Wind River Financial employees are responsible for maintaining the client information. Failure to comply with these principles would subject our employees to disciplinary action.
Security Procedures to Protect Your Information
Wind River Financial is committed to the security of your personal financial information. All of our operational and data processing systems are in a secure environment that protects your information from being accessed by third parties. We maintain and grant access to client information only in accordance with our internal security standards.
These Privacy Principles apply to individuals. Wind River Financial reserves the right to change them at any time.









