In 1999, Congress passed the Gramm-Leach Bliley Act (the "GLBA") in an effort to modernize the American
financial markets. In connection with modernizing the financial marketplace, GLBA established standards for how financial institutions must protect the privacy of consumer financial information.
Under GLBA, the definition of financial institutions includes investment advisers. TIA only works with accredited Financial Advisers, who are subject to the provisions of the GLBA and are committed to protecting the privacy of their clients' nonpublic personal financial information. The following information clarifies TIA's privacy practices and is published for you because of this law. All partners are covered under this law, and we ensure they have these policies in place.
As part of its business practices, TIA obtains certain nonpublic personal financial information about its Clients. This information includes, but is not limited to, the following: data received from you on applications or other forms (e.g., your name, email, phone number).
TIA restricts access to nonpublic personal information to authorized partners (see Partners Section of website) who need this information in the course of providing services and products to clients. We maintain electronic and procedural safeguards to protect such information.
TIA does not disclose, and does not wish to reserve the right to disclose, any of its clients' nonpublic personal information to non-affiliated third parties, except under the limited exceptions for legal requirements.
TIA discloses its clients' nonpublic personal information only to our accredited American Financial Adviser partners (as found in the 'Partners' section of our Website), or as required by law.
