We value you as a client and take your personal privacy seriously. In order to enhance our ability to provide you with the best service possible, Diamond Hill Capital Management, Inc. (referred to as "we" or "us") collects, uses and shares certain information about you. This policy explains what information we collect and with whom we share it. The practices described in this policy are applicable to all customers, including prospective, current and former customers. The policy also explains how we protect the security and confidentiality of certain customer information.
We maintain physical, electronic and procedural safeguards that comply with federal standards to ensure the safety of non-public personal customer information. In addition, we require service providers to maintain policies and procedures designed to assure only appropriate access to, and use of, information about customers and to maintain physical, electronic and procedural safeguards that comply with federal standards to guard non-public personal customer information.
INFORMATION WE COLLECT AND SOURCES OF INFORMATION
We may collect information about our clients to help identify you, service and manage your account and offer services and products you may find valuable. We collect this information from a variety of sources including:
- Information we receive from you on agreements or other forms, such as your name, address, date of birth, social security number and investment information;
- Information about your transactions and experiences with us, such as your account balance, transaction history and investment selections;
- Information you supply in written, telephonic or electronic communications; and
- Information we obtain from third parties regarding their brokerage, investment advisory, consultant, custodial or other relationship with you, such as your account number, account balance and transaction history with them.
INFORMATION WE SHARE
We do not disclose nonpublic personal information about current or former clients to any third parties except as necessary to assist us in responding to inquiries, processing transactions, preparing and mailing account statements and other forms of customer service, or as otherwise required by law. We will not sell, share or rent your personally identifiable information to third parties in contravention of this policy. Your information will not be disclosed for marketing purposes without your consent.
Diamond Hill does not collect any personally identifiable information from anyone who is visiting or browsing our website. We may contract with third parties to perform functions on our behalf including operating certain features of the website, or hosting/maintaining servers used in connection with the website. We may disclose aggregate data about our website and visitors, but we will not disclose to third parties any information that could be used to identify you personally.
LINKS TO THIRD-PARTY WEBSITES
Questions regarding this policy may be directed to: email@example.com.
Revised as of February 28, 2022