2025 Integrated Investment Strategies, Inc Privacy Policy
Integrated Investment Strategies, Inc. is committed to respect the individual privacy of our consumers. In
accordance with federal regulations, Integrated Investment Strategies, Inc. is giving you this notice to disclose
how we use information about you or your account(s).
As an Integrated Investment Strategies, Inc. client, you have entrusted to our care your personal and financial
data. We recognize that your relationship with us is based upon trust, and that you expect us to act responsibly
and in your best interest. Because your personal and financial data is your private information, we hold
ourselves to the highest standards in its safekeeping and use. This means most importantly, that we do not sell
client information — whether it is your personal information or the fact that you are an Integrated Investment
Strategies, Inc. client — to anyone. Instead, your information is used by us primarily to provide you with financial advice, to complete transactions that you request, or to make you aware of other services.
We obtain non-public personal information from the following sources:
Information we receive from you or your representative, such as information on applications or other
forms that may include your name, address, social security number, birth date, assets, income, and
accounts at other institutions.
Information about your transactions with us, such as your account balance and investment activities.
Information we receive from your other professional advisors.
We do not sell information about current or former clients or their accounts to third parties. Nor do we share
such information, except when needed to complete transactions at your request.
Here are the details:
In order to complete certain transactions or to provide you with the financial information or services
that you request or authorize, it may be necessary for us to provide nonpublic personal information to
companies, individuals, or groups that are not affiliated with Integrated Investment Strategies, Inc. For
example, the implementation and administration of your portfolio may require Integrated Investment
Strategies, Inc. to provide nonpublic personal information to your other advisors, such as your
accountant.
In certain instances, we may contract with non-affiliated companies to perform services for us. Where
necessary, we will disclose information we have about you to these third parties. In all such cases, we
provide the third party with only the information necessary to carry out its assigned responsibilities
and only for that purpose.
Finally, we will release information about you if you direct us to do so, if we are compelled by law to
do so, or in other legally limited circumstances. For example, we may share personal information about
you to: protect your account(s) from fraud, respond to a subpoena, or service your account(s).
We maintain strict physical, electronic, and procedural safeguards to comply with federal standards to guard
your nonpublic personal information.
By opting into SMS from a web form or other medium, you are agreeing to receive SMS messages from Integrated Investment Strategies, Inc.. This includes SMS messages for appointment scheduling, appointment reminders, post-visit instructions, lab notifications, and billing notifications. Message frequency varies. Message and data rates may apply. See privacy policy at https://integratedinvestments.com/privacy-policy/. Message HELP for help. Reply STOP to any message to opt out.
As required by federal law, we will notify you of our privacy policy annually. We reserve the right to modify this
policy at any time, but you may rest assured that if we do change it, we will notify you promptly. If you have
questions pertaining to this Notice, please contact us at curt@integratedinvestments.biz or
daniel@integratedinvestments.biz.
Prepared by SEM/IIS
Originated 8-2020 rev 4.2025