Privacy Policy

Guiding Principles

The relationship between Woodstock Corporation and our clients is the most important asset of our firm. We strive to maintain your trust and confidence in our firm, and are committed to protecting your personal information to the best of our ability. We believe that you value your privacy, so we will not disclose your personal information to anyone unless it is required by law, at your direction, or necessary to provide you with our services. We have not sold and will not sell your personal information to anyone.

The Personal Information that We Collect, Maintain, and Communicate

Woodstock Corporation collects and maintains your personal information so we can provide investment management and related services to you. The types and categories of information we collect and maintain about you includes:

  • Information we receive from you to open an account or provide investment advice and other services to you (such as your home address, telephone number, and financial information);
  • Information that we generate to service your account (such as trade tickets and account statements); and
  • Information that we may receive from third parties with respect to your account (such as trade confirmations from brokerage firms).