Facts: What does Frontier Asset Management, LLC do with your personal information?

Why?
Financial companies choose how they share your personal information. Federal law gives consumers the right to limit some but not all sharing. Federal law also requires us to tell you how we collect, share, and manage your personal information. Please read this notice carefully to understand what we do.

What?
The types of personal information we collect and share depend on the product or service you have with us.
This information can include:

  • Social Security number and investment experience
  • Account balances and transaction history
  • Assets and income
  • Personal contact information including email

When you are no longer our customer, we continue to share your information as described in this notice.

How?
All financial companies need to share customers’ personal information to run their everyday business. In the section below, we list the reasons financial companies can share their customers’ personal information; the reasons Frontier Asset Management, LLC chooses to share; and whether you can limit this sharing.

Reasons we can share your personal information Does Frontier Asset Management, LLC share? Can you limit this sharing?
For our everyday business purposes—
such as to process your transactions, maintain your account(s), respond to court orders and legal investigations, or report to credit bureaus
Yes No
For our marketing purposes—
to offer our products and services to you
No We do not share
For joint marketing with other financial companies No We do not share
For our affiliates’ everyday business purposes—
information about your transactions and experiences
No We do not share
For our affiliates’ everyday business purposes—
information about your creditworthiness
No We do not share
For our affiliates to market to you No We do not share
For nonaffiliates to market to you No We do not share

Questions:  Call 307.673.5675 or go to www.frontierasset.com

What we do
How does Frontier Asset Management, LLC protect my personal information? To protect your personal information from unauthorized access and use, we use security measures that comply with federal law. These measures include computer safeguards and secured files and buildings.

We also maintain other physical, electronic and procedural safeguards to protect this information and we limit access to information to those employees for whom access is appropriate.

How does Frontier Asset Management, LLC collect my personal information? We collect your personal information, for example, when you

  • open an account or register for our services
Why can’t I limit all sharing? Federal law gives you the right to limit only

  • sharing for affiliates’ everyday business purposes—information about your creditworthiness
  • affiliates from using your information to market to you
  • sharing for nonaffiliates to market to you

State laws and individual companies may give you additional rights to limit sharing.

Definitions
Affiliates Companies related by common ownership or control. They can be financial and nonfinancial companies.

  • Frontier Asset Management, LLC has no affiliates
Nonaffiliates Companies not related by common ownership or control. They can be financial and nonfinancial companies.

  • Frontier Asset Management, LLC does not share with nonaffiliates so they can market to you
Joint marketing A formal agreement between nonaffiliated financial companies that together market financial products or services to you.

  • Frontier Asset Management, LLC does not jointly market