Privacy Policy

FACTS	What does Turner Investments do with your personal information?
Why?	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.
What?	The types of personal information we collect and share depend on the product or service you have with us. This information can include: — Social Security number — account balances — account transactions — transaction history — wire transfer instructions — purchase history When you are no longer our customer, we continue to share your information as described in this notice.
How?	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 Turner Investments chooses to share; and whether you can limit this sharing.

Reasons we can share your personal information		Does Turner Investments share?	Can you limit this sharing?
For our everyday business purposes – such as to process your transactions, maintain your account(s), respond to court orders and legal investigations, or report to credit bureaus		Yes	No
For our marketing purposes – to offer our products and services to you		No	We don’t share
For joint marketing with other financial companies		No	We don’t share
		Yes	No
		No	We don’t share
For our affiliates to market to you		No	We don’t share
For nonaffiliates to market to you		No	We don’t share

Questions?

Call (484) 329-2300 or go to www.turnerinvestments.com

What we do
Who is providing this notice?	Turner Investment Partners, Inc., Turner Investment Management LLC and their affiliates
How does Turner Investments protect my personal information?	To protect your personal information from unauthorized access and use, we use security measures that comply with federal law.These measures include computer safeguards and secured files and buildings.
How does Turner Investments collect my personal information?	We collect your personal information, for example, when you — open an account — provide account information — give us your contact information — make a wire transfer — tell us where to send the money We also collect your information from others, such as credit bureaus, affiliates, or other companies.
Why can’t I limit all sharing?	Federal law gives you the right to limit only — sharing for affiliates’ everyday business purposes – information about your creditworthiness — affiliates from using your information to market to you — sharing for nonaffiliates to market to you State laws and individual companies may give you additional rights to limit sharing.
Definitions
Affiliates	Companies related by common ownership or control.They can be financial and nonfinancial companies. Our affiliates include companies with a Turner Investments name and the Turner Funds.
Nonaffiliates	Companies not related by common ownership or control.They can be financial and nonfinancial companies. Turner Investments doesn’t share with nonaffiliates so they can market to you.
Joint marketing	A formal agreement between nonaffiliated financial companies that together market financial products or services to you. Turner Investments doesn’t jointly market.