Privacy Policy Notice

Banyan Capital Management, Inc. is proud of its commitment to keep our customer information private and secure.

At Banyan Capital Management, Inc., protecting the privacy of customer information is one of our most fundamental responsibilities. This Notice summarizes our policy regarding the confidentiality and disclosure of customer information. This Privacy Policy applies to current or former clients of Banyan Capital Management, Inc. (Throughout the policy, we refer to information that personally identifies you or your accounts as “personal information”).

  1. We do not sell your personal information to anyone.
  2. We protect the confidentiality and security of your personal information. We restrict access to personal information to our employees for business purposes only. We maintain physical, electronic, and procedural safeguards to guard your personal information.
  3. We collect personal information from you in the normal course of business, in order to open your account, to administer your account, and to serve you better. We collect personal information about you from the following sources:
    • Your account opening documentation, applications, or other forms (e.g., name, address, phone¬† number, social security number, date of birth, and information about your investments);
    • Transaction information, such as account balances, positions, and history; and
    • Your voluntary submission of information via our Internet Site at banyancapital.com.
  4. We may disclose personal information to companies that help us process or service your account, such as brokerage firms where your accounts are held and where your transactions are executed. We may also disclose or report personal information where we believe disclosure is required or permitted under law, as with regulatory authorities and law enforcement officials. Other than the above exceptions, we will not share your personal information with third parties unless you have specifically asked us to do so. We do not sell, rent or lease customer lists and will not sell, rent or lease your name to a catalogue company or telemarketer.
  5. Our Internet Site may include links to third party Internet Sites. These links are provided as a convenience to clients and visitors and should not be construed as part of our organization. We do not review or control other Sites and make no representation that those Sites are compliant with our Privacy Policy regarding the handling of your personal information.

If you have any questions regarding this policy, please contact us.

  • Recognize reality even when you don’t like it – especially when you don’t like it.

    — Charlie Munger