Privacy Policy

(revised April 2022)

FACTS

WHAT DOES DONALDSON CAPITAL MANAGEMENT LLC DO WITH YOUR FINANCIAL 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 depends on the product or service you have with us. This information can include:

 

  • Social Security number and income
  • Account balances and assets
  • Transaction history  

How?

All financial companies need to share customers’ personal information to run their everyday business. In the section below, we list the reasons financial companies can share their customers’ personal information; the reasons we choose to share; and whether you can limit this sharing.  

Reasons we can share your personal information 

Does Donaldson Capital Management 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 

Yes

No

For joint marketing with other financial companies

No

Not Applicable

For our affiliates’ everyday business purposes – information about your transactions and experiences  

No

Not Applicable

For our affiliates’ everyday business purposes – information about your creditworthiness 

No

Not Applicable

For our affiliates to market to you 

No

Not Applicable

For nonaffiliates to market to you 

No

Not Applicable

For non-affiliates to satisfy their regulatory oversight obligations – information about you, your account and transactions and experiences  

No

No

Questions?

Call our offices at 800.321.7442

Who we are

Who is providing this notice? 

Donaldson Capital Management LLC 

What we do

How does Donaldson Capital Management, LLC protect my personal information?  

To protect your personal information from unauthorized access and use, we use security measures that comply with federal law. These measures include computer safeguards and secured files and building.  

How does Donaldson Capital Management, LLC collect my personal information?  

We collect your personal information, for example, when you:

 

  • Open an account
  • Deposit money
  • Seek advice about your investments
  • Enter into an investment advisory contract
  • Tell us about your investment or retirement portfolio or earnings


We also collect your personal information from other companies.  

Definitions 

Affiliates

Companies related by common ownership and control. They can be financial and nonfinancial companies.

 

  • We have no affiliates currently.  

Nonaffiliates 

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

Joint marketing

A formal agreement between nonaffiliated financial companies that together market financial products or service to you.

 

  • We do not jointly market.