Information that Reinhart Partners collects from you in creating and maintaining your advisory account, such as name, address, age, phone number, social security or tax ID number, assets, liabilities, income, banking and broker-dealer relationships and other personal information.
Information regarding your transactions with Reinhart Partners, or others, including, but not limited to, your portfolio information, portfolio transactions, parties to transactions, cost basis and sales price information and other financial information.
Our Disclosure Policy:
We do not sell information about current or former clients to third parties, nor is it our practice to disclose such information to third parties unless requested to do so by a client or client representative or, if necessary, in order to process a transaction, service an account or as permitted by law. Additionally, we may share information with outside companies that perform administrative services for us. However, our arrangements with these service providers require them to treat your information as confidential.