PRIVACY

The following privacy policy outlines Alliance Investment Management's practice regarding personally identifiable financial information for consumers and those consumers who become our customers.

Types of Information Alliance Investment Management Collects
Alliance Investment Management collects nonpublic personal information about you from the following sources:

  • Information received from you on applications or other forms
  • Information about your transactions

Types of Information Alliance Investment Management Discloses
We do not disclose any nonpublic personal information about our customers or former customers to anyone, except as permitted by law.

Safeguarding Customer Information
We restrict access to nonpublic information about you to those employees who need to know that information to provide products or services to you. We maintain physical, electronic and procedural safeguards that comply with federal standards to guard your nonpublic personal information.

Questions regarding our privacy policy may be directed to your Trust Administrator, or you may call (315) 363-1409.