Privacy Policy

Rev. January 1, 2025

WHAT DOES HIT INVESTMNET LLCS DO WITH YOUR PERSONAL INFORMATION?

Why? Federal law gives consumers the right to limit some but not all sharing. Federal law also requires us to tell you how we collect, share, and protect your personal information. Please read this notice carefully to understand what we do.
What? The types of personal information we collect and share depend on the product or service you have with us. This information can include:

  • Name, date of birth, nationality, postal address, email address, telephone number, employment/professional information, marital status
  • Social security number, governmental issued identity information, or other identifier
  • Income, assets, liabilities, net worth, and investment objectives
  • Other information contained in the documents (including any subscription applications) you submit to us
  • Your transaction history with us
How? In the section below, we list the reasons financial companies can share their customers’ personal information; the reasons HIT Investments LLC chooses to share; and whether you can limit this sharing.

 

Reasons we can share your personal information Does HIT Investments LLC share? Can you limit this sharing?
For our everyday business purposes—

such as to process your transactions, maintain your account(s), respond to court orders and legal investigations, or report to credit bureaus

Yes

No

For our marketing purposes—

to offer our products and services to you

No

N/A

For joint marketing with other financial companies No N/A
For our affiliates’ everyday business purposes—

information about your transactions and experiences

No N/A
For our affiliates’ everyday business purposes—

information about your creditworthiness

No N/A
For our affiliates to market to you No N/A
For nonaffiliates to market to you No N/A

 

Who we are
Who is providing this notice? HIT Investments LLC
What we do
How does HIT Investments LLC protect my personal information? To protect your personal information from unauthorized access and use, we use security measures that comply with applicable federal and state laws. These measures include computer safeguards and secured files and physical premises.
How does HIT Investments LLC collect my personal information? We collect your personal information in the following ways:

  • From you through applications, forms, and phone or in-person interviews
  • From your associated persons such as accountants, attorneys or other advisors, as directed by you
  • From other records and statements provided by you
  • From other parties involved in our advisory relationship such as your custodian, bank, and/or broker/dealer
Why can’t I limit all sharing? Federal law gives you the right to limit only

  • sharing for affiliates’ everyday business purposes—information about your creditworthiness
  • affiliates from using your information to market to you
  • sharing for nonaffiliates to market to you

State laws and individual companies may give you additional rights to limit sharing.

Definitions
Affiliates Companies related by common ownership or control. They can be financial and nonfinancial companies.
Nonaffiliates Companies not related by common ownership or control. They can be financial and nonfinancial companies.

  • Nonaffiliates we share with can include contractors, service providers, and other third parties we use to support our business.
Joint marketing A formal agreement between nonaffiliated financial companies that together market financial products or services to you.

  • We do not share your information with nonaffiliated financial companies for joint marketing purposes.
Other important information
We afford prospective and former clients the same protections as existing clients with respect to the use of personal information.

To contact HIT Investments go to www.hitinvestments.com/contact/