Privacy and Cookie Policy
GENERAL
Occam Capital® Management, LLC respects the privacy of customers. The Privacy and Cookie Policy explains how we gather, utilize and share personal information.
Access this Privacy and Cookie Policy on our homepage https://occamcapital.com/ at the bottom of each page by clicking the link.
Occam Capital® Management, LLC is registered with the U.S. Securities and Exchange Commission (SEC) as an investment advisor and complies with the SEC Regulations. We protect your security and confidentiality of our consumers and customers. Use of Occam Capital’s website indicates acceptance of the Privacy Policy.
WHAT PERSONAL DATE DO WE COLLECT AND WHY WE COLLECT IT
We may collect information from individuals who request informational materials, such as name, address, phone number, email address and questions related to investments. Information may be collected orally or in writing via email, mail or in person from prospective clients or clients.
This website may collect cookies and tracking to collect and share information such as IP addresses, browser used to view the site, operating system, location, keywords searched, number of page views and any sites redirecting to our site.
HOW OCCAM CAPITAL® MANAGEMENT, LLC USES AND SHARES INFORMATION COLLECTED
- Keeping internal records
- Improve our products and services
- For quality and training purposes
- For follow ups by email, phone or mail
- As otherwise permitted by law
CONTACT OCCAM CAPITAL® MANAGEMENT, LLC
Address:
1303 Marsh Road
Ste 4
Pittsford NY 14534
Open hours:
Mon – Fri: 8:30AM – 4:30PM
Email:
pbakerjones@occamcapital.com
Phone:
(T) 585-218-0310
(F) 585-218-0338
OTHER WEBSITES
Occam Capital® Management, LLC may have links to enable users to visit other websites. If a user uses these links to leave the site they should understand that Occam Capital® Management, LLC has no control over other websites and we cannot be responsible for the privacy of our users when visiting them.
COOKIE POLICY
- First-Party cookies are downloaded to a user’s computer from a server or domain of the website the person is requesting.
- Third-Party cookies are downloaded to a computer from a server or domain that isn’t managed by Occam Capital® Management, LLC but by another party that may be obtaining data through cookies.
- Session cookies collect and store data when a user accesses a web page. They store the length of time of a visit and when the user leaves the website the cookie is deleted.
- Persistent cookies store data for a period of time set in the cookie’s file. These cookies may be controlled by another entity and the storage can last until they are manually deleted.
- Functionality cookies remember choices you make such as text size but do not collect your information.
- Personalized cookies remember changes in a page for appearance or behavior.
- Analytic cookies collect information as they browse a website in order to collect the number of visitors to the website and how they use the site.
CHANGES TO PRIVACY POLICY
Occam Capital® Management, LLC may change or add new uses not currently disclosed in the privacy policy.
INDUSTRY REGULATORY DISCLOSURE REQUIREMENTS
Information gathered for investment advice, management and or services during collection conforms to the GLB Act and Reg. S-P.