As your comprehensive wealth manager, Coldstream gathers private information about you and your family. We believe protecting this information is vital to the success of our relationship with you.
Therefore, we take great care to protect the security of this private information. Following are details of our commitment to privacy and how your personal information is collected and used. The Coldstream Privacy Statement applies to all current and former clients.
Coldstream Holdings, Inc. is the parent company of Coldstream Capital Management, Inc. and its subsidiaries Genesee Investments LLC and Ascent Capital LLC, fit Insurance and Coldstream Securities, Inc. Our parent company, along with each affiliate, follows these privacy policies and standards as well.