Security Capital Portfolio Management, Inc.

The relationship between Security Capital Portfolio Management, Inc. (SCPM) and our clients is the most important asset to our firm. We pride ourselves in the protection of your personal information and strive to maintain your trust and confidence. We are committed to protecting your personal information. We are not in the business of selling your personal information to anyone.

To conduct regular business, we collect information directly from you when you apply for and use our financial services. Information the firm receives from clients such as applications, questionnaires, management agreements, would include name, address, telephone number, tax id numbers, e-mail address, etc.

We use all of the information that we collect from you for the services that you request, and to fulfill legal and regulatory requirements. We retain this information after you become a client including any correspondence or communication you may have with SCPM.

To provide the investment services clients have requested we may share or disclose information the firm receives with affiliates or others including custodians, broker/dealers, service providers and other third parties. This may include account statements, trade confirmations, capital gain & loss reports, management fees, etc.

To protect your information, SCPM restricts access to your information to those persons or entities that need to know your information to perform various required services. We maintain physical and electronic safeguards to protect your information.


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