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Summit Capital Advisors (Summit) is committed to safeguarding the confidential information of our clients. We hold all personal information provided to our firm in the strictest confidence. We consider it a privilege to work with our clients to help them meet their financial needs. We recognize that this is a privilege that comes with responsibility - a responsibility to maintain the confidentiality of the personal information that they share with us. We take this responsibility very seriously. Our commitment to security and privacy is backed by industry-leading encryption, authentication, and network integrity technologies, and is maintained and upgraded on an ongoing basis. To conduct regular business, we may collect nonpublic personal information from sources such as: information reported by our clients on applications or other forms they provide to us; or information about their transactions with other affiliates. As Summit shares nonpublic information solely to service our client accounts, we do not disclose any nonpublic personal information about our clients, or former clients to anyone, except as permitted and/or required by law. Summit employees and contractors are bound by strict confidentiality agreements and any misuse of client information will be grounds for disciplinary action up to and including termination. Furthermore, client information at Summit is made available to employees only on a need-to-know basis. At times, we may disclose nonpublic personal information to nonaffiliated third parties. We may share any of the information that we collect as described above. We may disclose nonpublic personal information about our client to the following types of non-affiliated third parties: Fidelity Investments, LLC and other money management institutions, in order to maintain our client's accounts; Financial service providers such as mortgage brokers, insurance companies, banks, attorneys, accountants, and actuary firms, only with a client's prior authorization; or Service providers that assist us with information systems management, account reconciliation and report production services, and secure document destruction, retention, and storage to facilitate our normal business operations. We hope you enjoy your visit at our website and we hope that you come back frequently. Summit will not use, collect, or store Internet cookies during your visit. Summit is committed to maintaining the confidentiality, integrity, and security of the personal information that is entrusted to us by our clients. Except as described above, Summit does not share customer information. If information is requested by subpoena or investigation of fraudulent activity, etc. we are required by law to comply. We will not rent, sell, trade, or otherwise release or disclose any personal information about our clients. Any information that our clients provide to us is for Summit's use only. If our clients decide to close their account(s) or become an inactive client, we will adhere to these privacy policies and practices. We welcome questions and comments about our privacy policy. Questions can be e-mail to Solutions@summitcapitaladvisors.net or call us at (253) 589-1401. Summit is a Securities and Exchange Commission Registered Investment Advisory Firm. We are not rendering or offering to render personalized investment advice or financial planning advice through this media. This media is limited to the dissemination of general information on the advisor's service offerings and provides for an efficient mechanism in which a prospective client may contact the advisor. Advice can only be rendered after the following conditions are met: The delivery of a disclosure statement, and execution of an investment advisory and/or a financial planning contract by the client and the advisor. Initial Payment of the planning fee or investment advisory fee by the client to the advisor. The Investment Advisor may transact business only in States in which it is registered, or in which it is excluded or exempted from registration. The Investment Advisor must also be registered or exempted or excluded from registration in any state in which it follows up on individualized responses to persons in that State that involve either the effecting or attempting to effect transactions in securities, or the rendering of personalized investment advice for compensation. Summit is registered in the Washington State. While we have clients in many states other than Washington, Summit is currently exempt from registering in any other state. The information in this web-site is based on data gathered from what we believe are reliable sources. It is not guaranteed as to accuracy, and does not purport to be complete and is not intended as the primary basis for investment decisions. It should also not be construed as advice meeting the particular investment needs of any investor. The identification of specific funds and model portfolios (if any) is being made on the assumption that the investor would participate in that investment or portfolio on a long-term basis (in excess of five years) and only after consulting with their investment advisor to determine their needs and tolerance for risk. With respect to any such identification, there can be no assurance that the fund or model portfolio will in fact perform in the manner suggested. If provided, all investment and portfolio results assume the re-investment of all dividends and are gross of any investment advisory fees. The results do not represent actual trading due to the timing of the clients' trades and their trading costs. They may also not reflect the impact that material economic and market factors might have had on the advisor's decision-making if the advisor were managing the clients' money. Investment and portfolio results may be different than the results our discretionary clients achieve due to the timing of trades by the advisor and the market conditions. All references that might be made to an investment or portfolio's performance are based on historical data and one should not assume that this performance will continue in the future. |