Privacy Policy

Expectation of Privacy

Trinitas Advisory, recognizes that our customers have an expectation of privacy and security regarding their affairs. We understand your need to protect your private information and do not lend or sell any of your personal data to any other vendor. Our Use, Collection of Customer Information

We use, collect and retain customer information for a variety of purposes that we reasonably believe will assist us in administering our business and providing our customers with assorted products and services. Some of the information we collect about you is nonpublic personal information. We receive this information from you when you fill out forms, including electronic applications, to satisfy any legal reporting requirements, to assist us in improving our products and services and to understand your needs so we may continue providing you with excellent service.

Use of Cookies

This website uses cookies, tracking pixels and related technologies. Cookies are small data files that are served by us or third parties and stored on your device. We utilize cookies for many purposes including to operate and personalize the website. Also, cookies may be used to track how you use the site to target ads to you on other websites. For example cookies allow you to enter information once and not have to enter it again when returning to our web site.

You can learn how to opt out of receiving targeted advertising by visiting http://www.aboutads.info.

Accurate Information

Trinitas Advisory has established procedures to ensure that your information is accurate, current and complete, in accordance with commercial standards. We will also respond to your requests to correct inaccurate information in a timely manner.

Limited Employee Access to Information

We have policies and procedures that will limit employee access to your personal information. We specifically emphasize the importance of maintaining our customers’ information confidential and we educate our employees so that they understand the importance of customer privacy and confidentiality.

Established Security Procedures for Protection of Information

Trinitas Advisory maintains security standards and procedures that help to prevent unauthorized access to customer information that exceeds common industry practices. Personal information sent through our website is protected through Secure Socket Layer (SSL) encryption. We update and test our security technology to improve the protection we provide our customers and to insure the integrity of our information.

Restrictions on Disclosure of Information to Third Parties

Trinitas Advisory will not reveal nonpublic personal information about you or your accounts to third parties for their independent use unless (1) you have specifically requested or authorized it or; (2) the information is required to complete a transaction which you have initiated or; (3) the information is provided to a reputable credit bureau or a similar reputable agency or firm or; (4) such disclosure is otherwise lawfully required or permitted. We do not share nonpublic customer information or nonpublic previous customer information with third party marketers offering their products and services. Although we may offer products and services from third party marketers, we will control the customer information used to make such offers. We will not disclose any nonpublic customer information or nonpublic previous customer information with anyone with the exception of the above provisions in this paragraph and paragraph 8 below.

Customer Privacy in Business Relationships with Third Parties

There are times when it may be necessary for us to provide your personal information to a party outside of Trinitas Advisory with which we conduct business. An example of such a third party is an email service provider that we use to correspond with you via email. We may disclose the following information to these third parties: 1) information we receive from you on applications or other forms, such as your name, and address and 2) information about your transactions with us, or affiliates, such as information about where you are staying during your vacation. These third parties have agreed to safeguard any confidential information about you that they receive from us and they must abide by all applicable laws.

Not Responsible for Links

This site has links to other web sites. We are not responsible for the privacy practices or the content of the linked web sites.

Subject to Change

We reserve the right to change this Privacy Policy. Please consult this web site to see if any changes have occurred.