PRIVACY POLICY: OUR COMMITMENT TO PRIVACY
NorthStar Asset Management, Inc. is committed to maintaining the confidentiality, integrity and security of personal information about our current, prospective and former clients. We consider privacy to be fundamental to our relationships with clients. This policy describes the steps we have taken to safeguard your information and what client information we may share with others.
For clients, please be sure to review our privacy notice.
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 protect your personal information. Please read this notice carefully to understand what we do.
Information We Collect
The types of personal information we collect and share can include:
- Name and contact information,
- Information regarding client transactions with us,
- A personal identifier such as, depending on the client’s country of residence, a Social Security number, a National Insurance Number, a Tax File Number, etc.,
- Account balances, portfolio income, and
- Trust documents and information
Information We Disclose
When you are no longer our client, we continue to share your information as described below and in our privacy notice.
All financial companies need to share some of your personal information to run their everyday business. In the section below, we list the reasons financial companies can share your personal information; the reasons NorthStar Asset Management, Inc. chooses to share; and whether you can limit this sharing.
|
Reasons we can share your personal information |
Does NorthStar Asset Management 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 |
YES |
|
For our marketing purposes— to offer our products and services to you |
YES |
YES |
|
For joint marketing with other financial companies |
NO |
NA |
|
For our affiliates’ everyday business purposes— information about your transactions and experiences |
YES |
YES |
|
For our affiliates’ everyday business purposes— information about your creditworthiness |
NO |
NA |
|
For our affiliates to market to you |
NO |
NA |
|
For nonaffiliates to market to you |
NO |
NA |
Information Security
To protect your personal information from unauthorized access and use, we use security measures that comply with federal and state laws. These measures include computer safeguards and secured files and buildings, and confidentiality training of employees.
Opting in / Opting Out
We collect your personal information, for example, when you open your account with us, or when you contact us to update your contact information.
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.
Under no circumstances does NorthStar Asset Management, Inc. sell our clients’ names or other information to anyone.
Rev 4/2024
Progressive
Wealth
Management
Since 1990
617.522.2635
NorthStar Asset Management
2 Harris Ave, Boston, MA 02130
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NorthStar Asset Management, Inc. is an investment adviser registered with the U.S. Securities and Exchange Commission (SEC). Registration with the SEC does not imply any level of skill or training and is not an endorsement by the SEC. NorthStar only transacts business in states in which it is properly registered or is excluded or exempted from registration. The information provided herein is for informational purposes only and is not a recommendation nor an offer to sell (or solicitation of an offer to buy) securities in the United States or in any other jurisdiction. Hyperlinks provided on this website, if any, are for your convenience and may forward you to third parties’ websites, which generally are recognized by their top‐level domain name. Any descriptions of, references to, or links to other products, publications or services does not constitute an endorsement, authorization, sponsorship by or affiliation with NorthStar.