Privacy Policy

Knuff & Company LLC (“Knuff & Co.”) is required by law to provide you with a description of our policies on collecting and protecting personally identifiable information as it relates to individual clients.

We value your privacy and we know that you value your privacy, so we do not disclose your personal information to unaffiliated third parties unless it is required by law (e.g. to a governmental authority), directed by you, or necessary to provide our services to you or on your behalf. We do not sell client personal information to anyone.

Knuff & Co. collects and maintains personal information so we can provide you with portfolio management, wealth planning, investment advisory, information management, and family office services, as well as manage our business. The types and categories of information we collect and maintain about you might include, for example:

  • Information we receive from you to open an account or provide investment advice or other services to you (such as your home address, email address, telephone number, social security number, financial and tax information, and investment and estate planning goals);
  • Information about your transactions with us and others, or that we generate to service your account (such as trade confirmations and account statements); and
  • Information that we may receive from third parties with respect to your account (such as trade confirmations from brokerage firms, or bank statements or information from other financial services providers and advisors).

As stated above, unless required by law, we do not disclose personal information about our clients or former clients to unaffiliated third parties except in order to enable us to provide our portfolio management, wealth planning, investment advisory, information management, and family office services to you. Examples of such disclosures might include:

  • Disclosures to third parties in connection with furthering your investment goals (such as providing necessary information about you to facilitate your making investments or receiving services; examples of such third parties would include custodial institutions, your trust and estate attorney, and your other investment advisers);
  • Disclosures to third parties needed to service your account (such as providing information to your auditors and tax service providers); and
  • Disclosures to third parties, who themselves are subject to confidentiality requirements, that perform or provide services for us or on our behalf involving your account information (such as technology consultants who assist us in maintaining or operating our IT systems).

We maintain policies and procedures directed towards preserving the privacy of the personal information that we collect and maintain. These safeguards are designed to assure the security and confidentiality of your records and personal information, to protect against foreseeable threats or hazards to the security of this information and to protect against its unauthorized use. These measures include:

  • Physical, electronic and procedural safeguards to keep personal information secure; and
  • Requiring third parties to whom disclosures of personal information are made to maintain the confidentiality of that information.

We may amend this policy from time to time, or as required by law.