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Azimuth Capital Management Website Privacy Policy

 

This Website Privacy Policy (“Policy”) is designed to help you understand how Azimuth Capital Management and its related organizations (“Azimuth”, “we”, “us” or “our”) collects, uses and shares personal information collected through this website. We value your privacy, and we will not share your personal information with third parties except as described in this Policy without your consent.  

BY USING THIS SITE, YOU AGREE TO BE BOUND BY THIS POLICY. IF YOU DO NOT AGREE WITH ANY OF THE TERMS OF THE POLICY, PLEASE DO NOT USE THIS WEBSITE OR PROVIDE US WITH YOUR INFORMATION.

What this Policy Covers

This Policy only applies to our collection, use and sharing of your personal information collected on and through this website (the “Site”) and does not apply to any other information or websites not owned or operated by Azimuth or information collected by Azimuth by other means. We may also have additional policies governing our collection for your personal information by other means, for example, if you create an account with us or otherwise engage us to provide investment services.  You can read more about our practices related to such personal information in our Azimuth Client Privacy Policy, which can be found here.

 

Personal Information We Collect

This section of our Policy describes the categories of personal information we collect about you and the different ways in which we collect your personal information.

 

Information You Give Us.  Personal information you may provide through the Site or otherwise communicate to us includes information you provide to us when you request information or otherwise correspond with us.  This information may include your first and last name, email address, mailing address, and phone number, or other information you choose to make available.  

Information We Get From Others.  We may obtain additional information about you from third party sources, such as service providers, vendors, social media sites, and advertising agencies to provide you with more relevant information about our services.  This information may include your contact information and cookie information. 

Information Automatically Collected.  Our servers and third party service providers may automatically record cookie information in connection with your use of the Site, which includes information such as your Internet Protocol (IP) address, device and browser type, operating system, DNS, the pages or features of the Site that you browsed and the time spent on those pages or features, the frequency with which you use the Site, the links that you click on or use, and other statistics.  We collect this information in server logs and by using cookies and similar tracking technologies. See our Cookie Policy, below. for more information.

Statistical Analyses. We use tools like Google Analytics to help us gather statistical information about the visitors to our Site and how they use the Site on an anonymous, aggregate basis.  We may use this information to gain a better understanding of the users of our Site, to improve our Site, and to improve our services. However, we will not associate this data with your personally identifiable data unless required to do so to cooperate with law enforcement activity or other governmental request or to comply with law.  This information is collected via cookies and other identifiers that we and third parties place on our site.  See our Cookie Policy, below, for more information.

Sensitive Personal Information.  We do not intentionally collect sensitive personal information about you through the Site (e.g., social security numbers, information related to racial or ethnic origin, gender, and criminal background), and we ask that you do not provide us with this information.  The exception to this is if you create an account with us and provide information through your account portal.  Such information is subject to additional protections and privacy rights, which you can read more about here.

 

How We Use Your Personal Information

This section of our Policy describes the different purposes for which we may use the personal information we collect about you.

 

To Provide our Services and Communicate With You. We use your contact information and other personal information to:

  • -Provide you with our services; and
  • -to respond to your requests, questions, comments, and feedback.

To Improve our Site.  We use your cookie information to:

  • -provide, maintain and improve the Site;
  • -better understand your needs and interests, and personalize your experience with the Site; and
  • -perform website analytics and database management services.

To Send You Marketing Communications. We may use your contact information to send you newsletters, promotions or other marketing communications, but you may opt out of receiving them as described in the “Your Choices” section below.

For Compliance, Fraud Prevention and Safety.  We may use some or all of your personal information as we believe appropriate to: (a) investigate or prevent violation of the law or your agreements with us; (b) protect our, your or others’ rights, privacy, safety or property (including by prosecuting and defending legal claims); (c) protect, investigate and deter against fraudulent, harmful, unauthorized, unethical or illegal activity; (d) comply with applicable laws, lawful requests and legal process, such as to respond to subpoenas or requests from government authorities; and (e) where permitted by law in connection with a legal investigation. For example, we may share information with law enforcement to reduce the risk of fraud or if someone uses or attempts to use our site for illegal reasons.

With Your Consent.  In some cases we may ask for your consent to collect, use or share your personal information.

 

How We Share your Personal Information

This section of our Policy describes the categories of personal information we share with third parties and the types of third parties with whom we share that information.   We do not sell your personal information; however, we may share your personal information with third parties for a number of reasons.  For example, we may use third parties to help us design and operate the Site, provide services to support the Site, process your information, and provide promotional and marketing activities on our behalf. For example, we may hire a company to run certain website applications, help us analyze our data, or send information on our behalf about services and events in which you may be interested.  Unless otherwise indicated at the time we collect your information, if we allow third parties to access the personal information we collect, we will have contractual provisions or other appropriate protections in place to ensure such access is for limited purposes and in compliance with this Policy. 


Specifically, we share your personal information with the following categories of third parties:

Related Organizations.  We may share all of the personal information we collect about you with our affiliates and related organizations for use consistent with this Policy.

Service Providers and Business Partners. We may share your personal information with third party companies and individuals as needed for them to provide us with services that help us with our business activities and to promote our services to you. This information may include your contact information, and cookie information. We may also share this information with our business partners who offer a service jointly with us.

Compliance, Fraud Prevention, and Safety. We may disclose some or all of the personal information we have collected about you as we believe appropriate to government or law enforcement officials or private parties for the purposes described above under the section “For Compliance, Fraud Prevention and Safety.”  

Business Transfers. We may sell, transfer or otherwise share some or all of our business or assets, including all of the personal information we have collected about you, in connection with a business deal (or potential business deal) such as a merger, consolidation, acquisition, reorganization or sale of assets, or in the event of bankruptcy.

 

Your Choices

This section of our Policy describes your choices with respect to the personal information you provide and the marketing communications you may receive.  In addition, some states may grant you additional rights as further described in the “Location Specific Disclosures” section, below.

 

Opt Out of Marketing Communications. You may opt out of marketing-related emails by following the opt-out prompt in the email.  To opt out of other forms of marketing communications, please contact us using the contact information provided at the end of this Policy.

Consequences of Not Providing Personal Information. You are not required to provide all personal information identified in this Policy to use our Site or to interact with us offline, but certain functionality will not be available if you do not provide personal information. For example, if you do not provide personal information, we may not be able to respond to your request or provide you with information that we believe you would find valuable.

 

Cookie Policy

This section of our Policy describes how we and our business partners may collect and store information about you and your use of the Site through cookies and other tracking technologies.  


What are Cookies
?  Cookies are small data files that are placed on your computer or mobile device when you visit a website.   Cookies set by the website are called “first party cookies”. Cookies set by parties other than the website are called “third party cookies”.  Third party cookies enable third party features or functionality, such as advertising or website analytics, to be provided on or through the website. The parties that set these third party cookies can recognize your computer or device both when it visits the website in question and also when it visits certain other websites and/or mobile apps.

What Cookies and Other Tracking Technologies do We Use?  We may use several different kinds of cookies on this Site, including strictly necessary cookies, which are cookies that are necessary for the Site to function and cannot be switched off in our systems; performance cookies, which allow us to count visits and traffic sources so we can measure and improve the performance of our Site; and functional cookies, which enable the Site to provide enhanced functionality and personalization.   Cookies are not the only way to track visitors to a website. We may use similar technologies from time to time, like web beacons (sometimes called “tracking pixels” or “clear gifs”). These are tiny graphics files that contain a unique identifier that enable us to recognize when someone has visited our Sites.  These technologies often depend on cookies to function properly, and so disabling cookies may impair their functioning.  If you sign up to receive our e-mails, we will also use cookies in conjunction with these emails. When your browser downloads any graphic content in the e-mail, we will also place a cookie on your computer that will tell us if you come to our website at a later date.

Third-Party Cookies In addition to our own cookies, we collaborate with various third-party service providers who also use cookies to help us optimize our website and understand more about the visitors to our website.  For example, we use Google Analytics to provide us with demographic information about our visitors and to help us analyze how people use our website. 

Google Services.  We use Google Analytics to help us gather statistical information about the visitors to our Site and to market our products/services. This information is collected via cookies and other identifiers that we and third parties place on our site. We and our third party partners may use this information to gain a better understanding of the users of our Site and to improve our products and services.  To understand how Google collects and processes data, including through the use of cookies and other technologies, please visit please visit https://policies.google.com/technologies/partner-sites. To opt out of the Google Analytics, we encourage you to check out Google Analytics’ currently available opt-outs for the web.

How Can You Disable Cookies and Other Tracking Technology?  Depending on the type of browser and device that you use, you may have the ability to control the type of information that these tools use. To do this, follow the instructions in your browser settings.  Many browsers accept cookies by default until you change your settings.  For more information about cookies, including how to see what cookies have been set on your computer or mobile device and how to manage and delete them, visit www.allaboutcookies.org and www.youronlinechoices.com.  Some Internet browsers also may be configured to send “Do Not Track” signals to the online services that you visit. We currently do not respond to “Do Not Track” or similar signals. To find out more about “Do Not Track,” please visit http://www.allaboutdnt.com.  

 

Other Important Privacy Information

Third Party Sites and Services. The Site may contain links to other websites and services operated by third parties.  These links are not an endorsement of, or representation that we are affiliated with, any third party. We do not control third party websites, applications or services, and we are not responsible for their actions. Other websites and services follow different rules regarding their collection, use and sharing of your personal information. We encourage you to read their privacy policies to learn more.


Security
.  The security of your personal information is important to us.  We take a number of organizational, technical and physical measures that are designed to protect the personal information we collect.  However, security risk is inherent in all internet and information technologies and we cannot guarantee the absolute security of your personal information.

International Data Use and Cross-Border Transfers We are located in the United States and have affiliates and service providers in other countries, and your personal information may be collected, used and stored in the United States or other locations outside of your home country.  Privacy laws in the locations where we handle your personal information may not be as protective as the privacy laws in your home country.  However, we will handle your personal information in accordance with this Policy regardless of where your personal information is kept. Regarding transfers from the European Economic Area, Switzerland or United Kingdom to the United States, we rely on the derogations for transfers which are necessary to perform the transaction with you. Where required by law, you may request a copy of the suitable mechanisms we have in place by contacting us as detailed below. If you reside in other non-US jurisdictions, your use of the Site or provision of any personal information constitutes your consent for the transfer of such data to the United States for the purposes identified in this Policy. If you have questions about cross-border transfers, please contact us as detailed at the end of this Policy.

Verifying, Changing, and Deleting Your Information. You can contact us as detailed in the “How to Contact Us” section below and ask us to change, update or fix your information in certain cases, particularly if it is inaccurate. You can also request that we erase or delete all or some of your personal information or otherwise object to, limit, or restrict the use of such information (if we have no legal right or legitimate business interest in retaining such information).   

Children. The Site is not intended for use by anyone under the age of 13, nor do we knowingly collect or solicit personal information from anyone under the age of 13. If you are under 13, you should not attempt to use the Site or send any information about yourself to us.

Changes to this Policy.  We reserve the right to modify this Policy at any time. If we make changes to this Policy we will post them on the Site and indicate the effective date of the change.  If we make material changes to this Policy we will notify you by email or through the Site.

 

Location-Specific Disclosures

The law requires that we provide additional disclosures to residents of certain countries, regions and states. Please see below for disclosures that may be applicable to you.  


Notice to California Residents

If you are a California resident, this section applies to you in addition to the rest of this Policy.  Please note that we may collect, use and share additional personal information about you that is governed by laws other than California law, such as the Gramm-Leach-Bliley Act, and that our activities related to such personal information are not disclosed here. Click here to learn more about our privacy practices related to such information.

Personal Information We Collect. We collect your personal information when you interact with our Site or otherwise communicate with us. In the past 12 months, we have collected the following categories of personal information from consumers, and have used that information for the following purposes:

 

Category of Personal Information Collected Business Purpose of Collection Source(s) of Information
Identifiers, including real name, signature postal address, Internet Protocol address, email address, telephone numbers. To market our services and communicate with you.  In addition, we collect your IP address anonymously to provide you more relevant content, track original Site visits, and optimize your Site experience. Directly from you when you provide it to us. We also collect unique personal identifiers such as IP address passively from you  when you visit our Site.
Internet or other electronic network activity information, including browsing history, search history, and information regarding an individual’s interaction with  an internet Web site, application or advertisement To provide you more relevant content, track original Site visits, and optimize your Site experience Passively when you visit our Site or receive or interact with our communications
Geolocation Data To support website functionality and identify traffic patterns.    Passively when you visit our Site

 

We will not collect additional categories of personal information or use or retain the personal information we collected for materially different, unrelated, or incompatible business purposes without providing you notice.  

Retaining Your Information We will only keep your personal information in an accessible form which can identify you for as long as we need to for the purposes for which it was collected.  Because retention periods vary depending on the purpose for collection, we use certain categories and criteria to determine how long we keep personal information. Specifically, we retain personal information processed for marketing purposes for as long as you have not opted out of marketing.  If you ask us to no longer use your personal information for marketing purposes, we will need to retain certain information in our database to ensure that we do not accidentally send you marketing materials.  We also retain Site activity information, including IP address, geolocation, and electronic network activity information for a period of 14 months.  

Sharing Your Information. We do not share your personal information with third parties for cross-context behavioral advertising purposes or otherwise sell your personal information, but we may disclose your personal information to third parties for a business purpose. In the past 12 months, we have disclosed the following categories of personal information to certain third party subcontractors and services providers for a business purpose:

 

Category of Personal Information Disclosed Category of Third Parties with Whom Information is Disclosed for our Business Purposes Business or Commercial Purpose for Disclosure
Identifiers Service providers, including our website service providers, email marketing automation and data analytics providers  To help us provide our Site and services and market our services to you.
Internet or other electronic network activity information and Geolocation Data Service Providers, including our data analytics providers, email marketing automation and marketing service providers To help us provide our Site and services and market our services to you.

 

Sensitive Personal Information.  We do not use or disclose sensitive personal information except as necessary to provide you with our services, to prevent fraud or for other legally permissible purposes. 

Personal Information of Children. We have no actual knowledge that we sell or share personal information of consumers under 16 years of age. 

Your Rights. California residents have certain rights regarding their personal information:

  • -Right to Know. You may request no more than twice in a 12-month period that we provide you with copies of specific personal information we have collected, sold, or disclosed about you. However, under California law, we cannot provide you with certain sensitive information, despite your request (for example, we will not send you copies of your social security number even if it is something we collected).
  • -Right to Delete. You may request that we delete certain personal information we have collected about you, with certain exceptions.
  • -Right to Correct. You may request that we correct inaccurate personal information that we maintain about you.

 

Exercising Your Rights. To exercise your rights above, please submit a request to us by clicking here, by emailing us at info@azimuthcap.com, or by calling us at [888-402-9468]. Please describe your request with sufficient detail so we can properly respond to your request. As part of your request, please specify which right you are exercising and be prepared to provide your name and contact information. We may ask for additional information to verify your identity. The information you provide in your request and any follow up information we ask for from you will be used solely to verify your request. After receiving your request, we may need to contact you for further information and will notify you if your request has been granted or declined, or if an exception applies to your request. Only you or an individual designated as your authorized agent to act on your behalf may make a request related to your personal information. We will not discriminate against you if you choose to exercise your rights. 

Responding to Your Rights Request. We will try to respond to your request within 45 days. If we need more time, we will contact you with the reason we need more time and the extension period.  In response to your request to know, we will only disclose the information we have collected in the 12 months prior to our receipt of your request. Our response will also explain the reasons we cannot comply with any request, if applicable.  We do not charge a fee to process or respond to your request unless your request is excessive, repetitive, or manifestly unfounded. If we determine that the request warrants a fee, we will tell you why we made that decision and provide you with a cost estimate prior to completing your request.

Notice to Oregon Residents

If you are an Oregon resident, this section applies to you in addition to the rest of this Policy.  Please note that we may collect, use and share additional personal information about you that is governed by laws other than Oregon law, such as the Gramm-Leach-Bliley Act, and that our activities related to such personal information are not disclosed here. Click here to learn more about our privacy practices related to such information.

We are Azimuth Capital Investment Management LLC and also do business in Oregon under the following names: Azimuth Capital Management. 

We do not process personal information through this Site that is considered “sensitive data” under Oregon law, nor do we knowingly process personal data of consumers under the age of 15 in connection with this Site. The exception to this is if you create an account with us and provide information through your account portal.  Such information is subject to additional protections and privacy rights, which you can read more about here.

Oregon law gives you certain rights regarding your personal information, subject to certain exceptions: 

  • -Right to Correct. You may request that we correct inaccurate personal information we maintain about you.
  • -Right to Delete. You may request that we delete certain personal information we have collected about you, with certain exceptions.
  • -Right of Access. You have the right to confirm whether we are processing your personal information and to access such personal information, and to receive a copy of such personal information. You also have a right to receive a list of specific third parties to which we have disclosed [your personal data/any personal data].


Only you or an individual designated as your authorized agent to act on your behalf may make a request related to your personal information. You may submit a request here or by contacting us as detailed at the end of this Policy.  We will try to respond to your request within 45 days and notify you if your request has been granted or declined, or if an exception applies to your request. If we cannot authenticate your request using commercially reasonable efforts, we may request that you provide additional information. If we need more time, we will contact you with the reason and the extension period. We will deliver our written response by mail or electronically, at your option. Our response will also explain the reasons we cannot comply with any request, if applicable. We do not charge a fee to process or respond to your request unless your request is excessive, repetitive, or manifestly unfounded. If we determine that the request warrants a fee, we will tell you why we made that decision and provide you with a cost estimate prior to completing your request. 


You have the right to appeal our refusal to take action on a rights request within a reasonable period of time after receiving our decision by contacting us as detailed at the end of this Policy. We will try to inform you of our decision in writing within 45 days after receipt of your appeal, with a written explanation of our decision. If your appeal is denied, you may submit a complaint with the Attorney General of Oregon
here.

 

How to Contact Us

Azimuth Capital Management
200 E. Long Lake Road, Suite 160
Bloomfield Hills, MI 48304
Phone: (248) 433-4000
info@azimuthcap.com

 

This Policy was last updated November 15, 2024.