Privacy Notice
Snake River Investment Counsel LLC
Rev. 05/2021
What Does Snake River Investment Counsel LLC Do With Your Personal Information?
Why?
Financial companies choose how they share your personal information. 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:
Social Security number
Financial account balances, holdings, and transaction history
Investment experience, income, and assets
When you are no longer our customer, we continue to share your information as described in this notice.
How?
All financial companies need to share clients’ personal information to run their everyday business. Below is a list of the reasons financial companies can share personal information, whether Snake River Investment Counsel does so, and if you can limit this sharing:
| Reason for Sharing | Do We Share? | Can You Limit This Sharing? |
|---|---|---|
| For our everyday business purposes – to process transactions, maintain accounts, respond to legal requests, or report to credit bureaus | Yes | No |
| For our marketing purposes – to offer products and services to you | Yes | No |
| 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 nonaffiliates to market to you | No | N/A |
Questions?
Call (208) 994-6729 or visit www.snakeriveric.com
Who We Are
Who is providing this notice?
Snake River Investment Counsel LLC
What We Do
How does Snake River Investment Counsel LLC protect my personal information?
We use security measures that comply with federal law to protect your information from unauthorized access and use. These include computer safeguards and secured files and buildings, along with additional physical, electronic, and procedural protections.
How does Snake River Investment Counsel LLC collect my personal information?
We collect personal information when you:
Sign an investment advisory agreement
Open an account
Request investment or financial planning advice
Tell us about your investment or retirement portfolio
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 using your information to market to you
Sharing for nonaffiliates to market to you
State laws or individual companies may give additional rights to limit sharing.
Definitions
Affiliates – Companies related by common ownership or control. They can be financial and nonfinancial companies.
N/A
Nonaffiliates – Companies not related by common ownership or control. They can be financial and nonfinancial companies.
We do not share with nonaffiliates so they can market to you.
Joint Marketing – A formal agreement between nonaffiliated financial companies that jointly market financial products or services.
We do not jointly market to you.
Other Important Information
Snake River Investment Counsel LLC may share your personal information with a successor advisor if necessary in connection with the unexpected death or incapacity of its principal owner(s), as well as in connection with the eventual retirement or other change in control of the firm.