Introduction

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TJSinvest works hard to ensure your information is kept private and secure. The following privacy policy outlines the types of personal information that TJSinvest LLC will collect and how we use it.

 

Your information will never be for rent, sale, or trade. If you have any questions or if you believe that TJSinvest has not adhered to this privacy policy, please send us a note at Travis.Smyth@TJSinvest.com

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Information We Collect and Why

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In order to provide a high-quality service, TJSinvest collects various types of information when you visit our website or otherwise engage with TJSinvest.

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Visitor Information:

We collect various types of anonymous information about visitors to TJSinvest, such as device-related information (including browser type and IP address) and server log information (including the date and time of day of your visit, average time spent on the TJSinvest site, browsing activity, and any site that referred you to TJSinvest). We also collect information that you input into our website, e.g., by scheduling a consultation or by commenting on the TJSinvest blog. We use this information to better understand our visitors and our business, facilitate site navigation, provide the services or information you request, and enhance the TJSinvest service.

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Customer Information:

When you choose to create an account with TJSinvest, we will also collect certain personal information, including your full legal name, email address, permanent address, date of birth, social security number and information about your financial status. We are required by law to collect this information in order to provide you with financial services. If you do not wish to provide this information, you cannot be a TJSinvest client.

 

TJSinvest utilizes technology provided by an unaffiliated firm, Betterment LLC, and brokerage/custodial services from their affiliated broker-dealer, Betterment Securities, in order to best manage accounts for the TJSinvest Investment Management service. If you choose to engage in this service than you must also agree to the Betterment Privacy Policy and Terms & Conditions located at https://www.betterment.com/legal

 

Other Ways We Collect Information:

We may also collect personal information if you enter it into our live chat or contact us or otherwise give it to us (e.g., in an email, phone call, or live chat with our firm). Further, we may collect information regarding your browsing activity when you visit the TJSinvest website.

 

Cookies and Pixels:

Cookies are small pieces of data that are stored on your computer, mobile phone or any other device used to access the internet. Pixels are small code blocks on a website that allow for another server to measure viewing of a webpage and often are used in connection with cookies.

 

We use these technologies to customize TJSinvest and improve your experience with the site. Cookies store anonymous information, such as whether you viewed the site from your mobile device. Additionally, we may use a cookie and/or pixel that only stores anonymous information to track visitors across websites or devices to better customize our marketing and advertising campaigns.

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Cookies, pixels, and similar technologies are not required for site functionality. You are not required to accept any cookies or pixels to use this site. However, refusing to accept cookies or pixels will make the use of TJSinvest less accessible.

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Advertising Companies:

TJSinvest may advertise our services on websites not affiliated with TJSinvest, and we may contract with third-party advertising companies to display these ads. These third-party advertising companies, along with data exchanges and similar providers, may use cookies and similar technologies to collect technical and web navigational information, such as device type, browser type, IP address, and pages visited.  We do not provide any information to these advertising companies that could personally identify our users/clients, and they do not collect such information for us.

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Analytics Services:

We use third-party analytics tools, including “Google Analytics” (such tools collectively referred to as “Analytics Services”) to collect information about the usage of this site. The Analytics Services collect information about how often users visit this site, what pages they visit, and what other sites they used prior to coming to this site, among other information. We use the information we get from these Analytics Services to improve this site.

 

These Analytics Services collect the IP address assigned to you on the date you visit this site, along with other anonymous information (e.g., browser type and type of device used to visit the site), but not your name or other personally identifiable information. The Analytics Services’ ability to use and share information about your visits to this site is restricted by their terms of use and privacy policies. We do not combine the information collected through the use of Google Analytics with personally identifiable information.

 

You can prevent Google Analytics from recognizing you on return visits to this site by disabling cookies on your browser. You can opt-out of Google Analytics by installing the Google Analytics Opt-out Browser Add-on here.

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How We Use Your Personal Information

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TJSinvest uses your personal information to enhance your customer experience, provide customer support, operate and maintain your account in accordance with US law, investigate and understand how TJSinvest is used, monitor and protect the security and integrity of TJSinvest, and better market and advertise TJSinvest’s services.

 

As part of this process, we may from time to time include, compile, or aggregate some of your personal information in certain data analysis, reports, or other interpretations of investment trends for both internal and external purposes. When including, compiling, or aggregating personal information for such purposes, we make sure that the information is anonymous such that it is not identifiable to any client.

 

Additionally, we may use your personal information to contact you regarding our own services or resources. If you no longer wish to receive such marketing communications from TJSinvest, please click the “unsubscribe” link that can be found at the bottom of each e-mail. Please note that if you hold an account with TJSinvest, you cannot opt-out of certain communications related to the administration of your account, including communications related to billing, statement and trade confirmation delivery or certain regulatory matters.

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How We Share Your Information

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We do not sell, rent, or trade your personal information with any third parties other than with your consent or as required by law.

In order to provide financial services and in connection with our everyday business purposes and activities, we may share your personal information with third parties who perform services on our behalf. We may also disclose personal information in response to service of legal process, such as a court order, summons, or subpoena, or as permitted or required by law when we reasonably believe it is necessary or appropriate to investigate, prevent, or take action regarding illegal activities, suspected fraud (including identity theft), front-running or scalping, situations involving potential threats to the physical safety of any person, or suspected violations of our customer agreements.

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How Your Personal Information is Protected

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TJSinvest works diligently to protect your personal information. We employ several physical and electronic safeguards to keep your information safe. We always utilize browser & hard drive encryption, store all of our data on servers in secure facilities and implement systematic processes and procedures for securing and storing data. We limit access to your personal and financial information to only those with authorized access who need to know the information in order to perform our services, and we require third parties who perform services for TJSinvest to agree to keep your information confidential. Furthermore, if you choose to close your account or your account is terminated with us, we will continue to adhere to the privacy policies and practices outlined here.

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Other Important Information

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Former Customers:

If you are a former customer, these policies also apply to you; we treat your information with the same care as we do information about current customers.

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How We Respond to Do Not Track Signals:

Online tracking is the collection of data about an individual’s internet activity used to deliver targeted advertisements and for other purposes. Customers using certain modern browsers can activate a “Do Not Track” signal. TJSinvest does not currently respond to the “Do Not Track” signal.

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How You Accept This Policy:

By using and continuing to use the TJSinvest website and/or services, or otherwise providing us with personal information (such as an email address) you agree to the terms and conditions of this privacy policy and any updates thereto. This policy may change from time to time. This is our entire and exclusive privacy policy and it supersedes any earlier version.

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Changes to the Policy:

We may modify this privacy policy over time without prior notice by posting a new version of this privacy policy, which is your responsibility to review. Any changes to the privacy policy will be reflected on this page and will become effective immediately upon posting. We encourage you to periodically review this privacy policy to stay informed about how we are protecting the personally identifiable information we collect. If changes to the privacy policy are material, we will do our best to notify you via email or through a notification on the site. Please check the effective date below to determine if there have been any changes since you have last reviewed the TJSinvest privacy policy.

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Children:

Our service is not directed towards anyone under the age of 18. If a parent or guardian becomes aware that his or her child under the age of 18 has contacted TJSinvest and/or provided us with personally identifiable information, please contact us at Travis.Smyth@TJSinvest.com. Additionally, if we become aware at any point that a child under the age of 18 is using our service, we will terminate his or her account.

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Revision: January 18th, 2019