Privacy Statement and Other Legal Information

Our Pledge

Thank you for your decision to invest with us. Fort Washington Investment Advisors, Inc. has always placed a high value on the trust and confidence our clients place in us. We respect your privacy and only collect the information we need to service your account and administer our business. We are committed to keeping your information confidential and we place strict limits and controls on the use and sharing of your information.

Facts

What does Fort Washington do with your personal information?

Why

As a registered adviser, Fort Washington must comply with SEC Regulation S-P, which requires registered advisers to adopt policies and procedures to protect the nonpublic personal information of natural person consumers and customers and to disclose to such persons, policies and procedures for protecting that information.

What

The types of nonpublic personal information we collect and share depend on the product or service you have with us. This information can include:

  • Information we receive from you through applications or other forms, correspondence, or conversations, including, but not limited to, your name, address, phone number, social security number, assets, income and date of birth.
  • Information about your transactions with us, our affiliates, or others, including, but not limited to, your account number and balance, payment history, parties to transactions, cost basis information, and other financial information.

How

To fulfill our privacy commitment we have instituted firm-wide practices to safeguard your personal information.

  • We maintain physical, electronic and procedural safeguards to protect your nonpublic personal information, to ensure that we are complying with our own policy, industry practices, and federal regulations.
  • We restrict access to nonpublic personal information about you to authorized employees who need the information to administer your business.
  • We do not disclose nonpublic personal information about our current or former clients to nonaffiliated third parties, except in the following circumstances:
    • As necessary to provide the service that the client has requested or authorized, or to maintain and service the client’s account.
    • As required by regulatory authorities or law enforcement officials;
    • To the extent reasonably necessary to prevent fraud and unauthorized transactions.
    • Upon consent from the client.
  • We do not participate in third party services that may collect personally identifiable information about your online activities over time or across different websites when using our website.
  • We do not respond to browsers “do not track” signals or other mechanisms regarding the collection of personally identifiable information about your online activities over time or across different websites when using our website.
  • Should your relationship end with Fort Washington, your nonpublic personal information will remain protected in accordance with our privacy practices outlined in this policy.
  • Annually, we provide a copy of our Privacy Policy Disclosure to clients.

Our Pledge

Thank you for your decision to invest with us. Fort Washington Investment Advisors, Inc. has always placed a high value on the trust and confidence our clients place in us. We respect your privacy and only collect the information we need to service your account and administer our business. We are committed to keeping your information confidential and we place strict limits and controls on the use and sharing of your information.

Twitter

Fort Washington Investment Advisors, Inc. (Fort Washington) is an investment advisor registered with the U.S. Securities and Exchange Commission (SEC). Fort Washington is unaffiliated with Twitter. Fort Washington is not responsible for the terms of use, confidentiality, privacy, or security policies of Twitter, or other websites. Use of third party websites and content is done so at your own risk.

General Guidelines: 

  • Suitability: Please keep your posts relevant and topical. Do not solicit, post advertisements, testimonials, investment advice, or recommendations about specific products, strategies, or services.
  • Respect: Do not post inappropriate or offensive material.
  • Privacy: Keep your personal information and account information safe. Do not post such information via Twitter. Contact us at fortwashington.com or (888) 244-8167 or (513) 361-7600 for questions and customer service. Fort Washington will not discuss other’s posts or inquiries of a personal nature made through Twitter.

Fort Washington takes no responsibility for the comments and posts of others, nor does it endorse or guarantee the accuracy or completeness of third party posts.

Fort Washington reserves the right to remove, alter, or moderate content that is deemed offensive, inappropriate, testimonial, serves as investment advice or recommendations about specific securities, or does not otherwise adhere to the guidelines. Fort Washington will not treat any post on its Twitter page as a complaint.

Visit fortwashington.com for investment information, including Form ADV. Investors should carefully consider, among other things, investment objectives, risks, fees, charges, and expenses before investing. Investing involves risk, includes possible loss of principal.

The information on Fort Washington’s Twitter site is intended for those whose jurisdiction allows (applicable by nationality, citizenship, domicile, or otherwise). Do not access this site if prohibited by the laws of your jurisdiction. The expressed views and opinions on this website are for informational purposes only, are based on current market conditions, and are subject to change without notice. Such information is not intended as an offer or solicitation with respect to the purchase or sale of any security. Fort Washington is not engaged in rendering tax, legal, or accounting advice. Please consult with a qualified professional for this type of advice.

Fort Washington material contained herein is compiled from sources believed to be reliable, but accuracy cannot be guaranteed. This material should not be considered as investment advice or a recommendation of any particular security, strategy, or investment product. Neither Fort Washington nor its sources for the content herein are responsible for any damages or losses arising from any use of this information. Past performance is not indicative of future results.

No part of this material may be reproduced in any form, or referred to in any other publication, without express written permission of Fort Washington Investment Advisors, Inc.

© 2014 Fort Washington Investment Advisors, Inc. All rights reserved 

© 2014 Fort Washington Investment Advisors, Inc.

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