Privacy Policy

FACTS

What Does Cornerstone Select Advisors, LLC (“CSA”) Do With Your Personal Information?

The Law

Financial companies choose how they share your personal information. Federal law gives consumers the right to limit some but not all sharing. Federal law also requires us to tell you how we collect, share, and protect your personal information. Please read this notice carefully to understand what we do.

Our Policy

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

Income
Employment and residential information
Social security number
Cash balance
Security balances
Transaction detail history
Investment objectives, goals, and risk tolerance

When you are no longer a client, we continue to share your information as described in this notice.

Your Rights

All financial companies need to share customers’ personal information to run their everyday business. In the section below, we list the reasons financial companies can share their customers’ personal information; the reasons CSA chooses to share; and whether you can limit this sharing.

Definitions

Everyday Business Purposes

Affiliates

Non-Affiliates

Joint Marketing

Reasons we can share your personal information	Does CSA share?	Can you limit this sharing?
For our everyday business purposes—such as to provide advice, process your transactions, and maintain your account(s)	Yes	No
For our marketing purposes—to offer our products and services to you	Yes	No
For joint marketing with other financial companies	No	We do not share
For our affiliates’ everyday business purposes - information about your transactions and experiences	No	We do not share
For our affiliates’ everyday business purposes - information about your creditworthiness	No	We do not share
For our affiliates to market to you	No	We do not share
For non-affiliates to market to you	No	We do not share
Contact Us	Call CSA at (314) 862-5155

Sharing Practices

How often does CSA notify me about their practices?

How does CSA protect my personal information?

How does CSA collect my personal information?

Why can’t I limit all sharing?

If you would like a copy of the Cornerstone Select Advisors Form ADV Part 2A and 2B, please send a written request to:

Cornerstone Select Advisors, LLC
13171 Olive Blvd Ste. 302,
Saint Louis MO 63141

If you wish to modify or impose reasonable restrictions concerning the management of your account, or if your financial situation, investment objectives, or risk tolerance have changed, please contact your Cornerstone Select Advisors investment advisor representative or contact Doyle Gustus at (314) 862-5155. We will contact you at least annually to determine if your investment goals, objectives, and risk tolerance have changed.

We urge that you advise us immediately if you have not received your custodian or brokerage statement, which is required to be delivered to you no less frequently than quarterly. In addition, please compare any account information provided by us with account statements from your broker-dealer or custodian and to advise us of any discrepancies. The official record of your account is maintained by your broker-dealer or custodian.

Thank you.