Collection and Use of Information
SMA is the sole owner of the information collected on our Website. We collect information from visitors or visitors in multiple ways as detailed below. The information we collect depends on what you do when you visit our Site. Please note that we do not collect personally identifying information about you, including your name, e-mail address, telephone number or postal address, when you visit our Site, unless you choose to provide such information by submitting an information or contact request regarding the Site or our services. If at any time you do provide us with such information, we will collect it and maintain it according to this policy.
Contact Us or Information Inquiries
You may provide information through a voluntary submission. These submissions are made using the Contact Us form included on the Website to request additional information from SMA regarding our services.
Log Files and Analytical Information
For each visitor to our Website, we may automatically gather certain information and store it in log files. This information includes internet protocol (IP) addresses, browser type, internet service provider (ISP), referring/exit pages, operating system, date/time stamp, and/or clickstream data. We may collect and store this information on an individual basis and in aggregate, or combined, form. We may also collect both visitor-specific and aggregate information on what pages visitors access or visit. We use this information to analyze trends, to administer the site, to track a visitor’s movements around the site, and to gather demographic information about our visitors. We also use this information to improve the content of our web pages, and to customize the content and layout of our pages. All of this is done with the intention of making our Site more useful to visitors. We do not correlate this information with data about individual visitors.
We do not divulge any information about individual visitors to third parties unless it is required by law or regulation.
We use persistent cookies to track and target the interest of our visitors to enhance the experience on our Site. Persistent cookies can remain on your hard drive for an extended period. You can remove persistent cookies by following directions provided in your browser’s “help” file.
Use of Personally Identifying Information by SMA
We will use information based on the purpose for you provided it (e.g., to contact you with a response to a request for information). We will communicate with you according to your initial request by either e-mail or telephone.
SMA may also use your information to send you information in which you may have an interest. The means by which SMA will contact you with this information will depend on the type of information you have provided. For example, if you voluntarily provide us with your e-mail address, you may receive a promotional e-mail from us. If you provide us with your postal address, you may receive a mailing from SMA regarding our products and services.
If you do not wish to receive promotional information from SMA, you may opt out of receiving such communications by contacting us at info@sunstonemanagementadvisors. To help us processes your request, please include sufficient information for us to identify you in our records (your e-mail address will suffice). Please allow us a reasonable time to process your request.
Disclosure of Personally Identifying Information by SMA
As a rule, SMA will not disclose any of your information except in the following situations:
- As required by law or when we believe that disclosure is necessary to protect our rights, to comply with a court-order or other legal process, to respond to a government or regulatory request, and/or to cooperate with authorities in connection with investigations of crimes or other wrongdoing.
- If we have a good faith belief that disclosure is necessary or appropriate to protect the rights, property, or safely of SMA, our clients, or others. This includes exchanging information with other companies or organizations for the purposes of fraud protection.
We do not rent or sell e-mail addresses, postal addresses or telephone contact information to third parties and will not otherwise share any personally identifying information we collect with a third party except in conjunction with the sale or similar transfer of SMA and/or its assets.
Upon request, we provide Site visitors with access to their own personally identifying contact information (e.g. name, address, phone number) that we maintain about them. You can access this request by sending your request to email@example.com. To help us process your request, please provide sufficient information to allow us to identify you in our records.
We reserve the right to ask for information verifying your identity prior to disclosing any information to you. Should we ask for verification, the information you provide to verify your identify will be used only for that purpose, and all copies of this information in our possession will be destroyed when the process is complete.
We also offer site visitors the opportunity to have inaccuracies corrected in all information we maintain about them. Contact firstname.lastname@example.org and please provide sufficient information to allow us to identify you in our records.
The security of your personal information is important to SMA. We follow generally accepted industry standards to protect the personal information shared with us, both during transmission and once we receive it. We guard that information against loss, misuse, or alteration. Please note, however, that no method of transmission over the internet, or method of electronic storage is 100% secure. There, while we use commercially reasonable means to protect your personal information, we cannot guarantee its absolute security.
Third Party Sites
Changes to This Policy
Questions / Concerns
Updated: November 1, 2022