Disclaimer & Privacy Statement

Privacy Policy and Practices of Stiles Financial Services, Inc.
Protecting the privacy of the investor is important to us. This notice describes the practices and policies through which we maintain the confidentiality and protect the security of your non-public personal information.

Gathering Information
In the course of providing services to you, we may collect the following types of “non-public personal information” about you:

  • Information we receive from you on Suitability questionnaires, subscription agreements or other forms, such as your name, address and social security number, and
  • Information about your transactions with us, our affiliates and others, as well as other account data.

“Non-public personal information” is non-public information about you that we obtain in connection with providing a financial product or service to you, such as the information described in the above examples.

“Affiliates” include companies related to the Fund through common control or ownership. For this purpose, Stiles Financial Services Incorporated (the investment manager to the Fund) would be considered an “affiliate” of the Fund.

Disclosing Information
We do not disclose non-public personal information about you or any of our former investors to anyone, except as permitted by law. We are permitted by law to share any of the information we collect, as described above, with our affiliates. In addition, in the normal course of serving clients, information we collect may be shared with companies that perform various services such as custodians and broker-dealers. These companies will use this information only for the services for which we hired them and as allowed by applicable law.

Confidentiality and Security Procedures
To protect your personal information, we permit access only by authorized personnel. We maintain physical, electronic and procedural safeguards that comply with federal standards to protect the confidentiality, integrity and security of your non-public personal information.

We will continue to adhere to the privacy policies and practices in this notice even after your account is closed or becomes inactive.

For questions about our policy, or for additional copies of this notice, please contact our office at (952) 988-0452, or write to Susan M. Stiles at the following address: Stiles Financial Services Incorporated, 6550 York Ave S, Suite 412, Edina, MN 55345.

Unless otherwise exempted by law, this website, our investment advisory and securities transactional services are only for residents of AZ, CA, CO, FL, IA, IL, MN, NC, NY, OR, TX, WA, and WI. Stiles Financial Services, Inc. is a Registered Investment Adviser. Advisory services offered through Cambridge Investment Research Advisors, a Registered Investment Adviser. Securities offered through Cambridge Investment Research, Inc., Member FINRA & SIPC. Cambridge & Stiles Financial Services, Inc. are not affiliated.