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Privacy Policy

Grant Street Asset Management, Inc. is committed to client confidentiality and the protection of your privacy. The following information is provided, as required by law, to help you understand our privacy policy and how we will handle and maintain confidential personal information as we fulfill our obligations to protect your privacy. "Personal information" refers to the non-public financial information obtained by Grant Street Asset Management, Inc. in connection with carrying out our services.


Information We Collect

Grant Street Asset Management, Inc. collects personal information as part of our relationship to you, to provide client services and fulfill legal and regulatory requirements. The type of information Grant Street Asset Management, Inc. collects may include:

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  • a.  Information Grant Street Asset Management, Inc. receives from you on forms (such as name, address, Social Security number, profile documents, assets and income);

  • b. Information you provide Grant Street Asset Management, Inc. directly about your personal finances or 
    personal circumstances or which Grant Street Asset Management, Inc. may receive from brokerage 
    statements or other information you authorize Grant Street Asset Management, Inc. to receive.

 

Information Disclosed in Administering Products and Services
Grant Street Asset Management, Inc. will not disclose personal information about current or former clients to
non-affiliated third parties without your authorization, except as required by law. Grant Street Asset Management, Inc. does not sell any personal information about you to any third party.

 

Procedures to Protect Confidentiality and Security of Your Personal Information
Grant Street Asset Management, Inc. will limit access to personal information to those employees who need to know such information in order to perform business services. In addition, Grant Street Asset Management, Inc. maintains physical, electronic and procedural safeguards to guard your non-public personal information.

 

Grant Street Asset Management, Inc. will update its policy and procedures when necessary to ensure that your privacy is maintained and that Grant Street Asset Management, Inc. conducts business in a way that fulfills our commitment to you. If Grant Street Asset Management, Inc. makes any material changes in its privacy policy, we will make that information available to clients through our website and/or other communications.

CONTACT US

Headquarters | Pittsburgh, PA:

380 Southpointe Blvd, Plaza II, Ste. 315

Canonsburg, PA 15317

Tel: 412-257-8060

Fax: 412-257-8435

Toll Free: 1-800-376-5170

advisors@gsaminc.com

 

Charlotte, NC Office:

128 S. Tryon Street, Ste. 1581

Charlotte, NC 28202

Tel: 704-719-1060

Toll Free: 1-800-376-5170

Grant Street Asset Management, Inc. is a fee-only investment manager providing services to high net worth individuals, families and institutions. Grant Street Asset Management, Inc. is a Registered Investment Advisor with the U.S. Securities and Exchange Commission in the State of Pennsylvania. Our main place of business is 380 Southpointe Blvd Suite 315 Canonsburg PA 15317. We also maintain an office at 128 S Tryon St Suite 1581, Charlotte, NC 28202.

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Grant Street Asset Management, Inc. and its representatives are in compliance with the current filing requirements imposed upon Securities Exchange Commission registered investment advisors by those states in which Grant Street maintains clients. Grant Street may only transact business in those states in which it is registered or qualifies for an exemption or exclusion from registration requirements.  Please consult with Grant Street Asset Management, Inc. for further clarification of state registrations.

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The information contained in this website is designed to provide a general overview with regard to the subject matter covered and is not state specific. All information contained within this website is for informational purposes only. The authors, publisher and host of this site are not providing any type of specific advice to your situation. Material presented is believed to be from reliable sources and no representation is made as to its accuracy or completeness. All information and ideas should be discussed in detail with your individual investment advisor prior to implementation.

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