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:
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:
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:
We may amend this policy from time to time, or as required by law.
© 2024 Knuff & Co. LLC
950 Tower Lane, Suite 1525
Foster City, CA 94404
Office: 650.832.9010
info@knuffco.com