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TightLines Designs
Privacy Policy


TightLines Designs recognizes that its clients have an expectation that TightLines Designs and its affiliates will maintain the confidentiality of clients' nonpublic personal information. Consequently, TightLines Designs has adopted this Privacy Policy concerning information obtained during the servicing of your account(s).

Nonpublic information obtained by TightLines Designs for purposes of administering your account will not be furnished to third parties for any other purpose other than to administer your account or implement your financial plan pursuant to your advisory agreement. The following is a summarization of such information:

Information Collected:


Account Establishment Information: This information is furnished by you during the financial planning/account setup phase of our relationship. Examples include Names, Addresses, Social Security Numbers or Tax Id Numbers & Dates of Birth.

Transaction Information: This information is obtained from you and the various entities that comprise the assets in your account(s). This includes correspondence & phone contact with TightLines Designs concerning your account(s), account assets and TightLines Designs's services. This may include information from account(s) transferred in from other financial institutions.

Nonpublic Information that may be disclosed:


TightLines Designs may disclose both identification & transaction information to affiliated or nonaffiliated parties under the following circumstances:

Financial Service Providers: Examples are broker/dealers, transfer agents and investment companies.

Non-financial Companies: Examples include companies producing reports or sending forms or prospectuses to you.

TightLines Designs does not disclose nonpublic personal information about our clients to any party except as permitted by law.

How TightLines Designs Protects the Confidentiality of Your Nonpublic Personal Information:


TightLines Designs does not sell or trade your information with nonaffiliated companies. When information is provided to third party service providers, safeguards are in place to assure that information is used only for the purpose it is provided.

TightLines Designs maintains its records on secured computers. Prospective employees are screened for criminal convictions. Once hired, employees are made aware of TightLines Designs's Privacy Policy and of the confidential nature of the information they handle. Employees are limited to accessing only that customer information that is necessary to perform their job functions.