- MissionSquare Retirement
- ICMA Retirement Trust
- MissionSquare Investment Services
- VantageTrust Company, LLC
- VantageTrust II Multiple Collective Investment Funds Trust ("VantageTrust II")
- VantageTrust III Master Collective Investment Funds Trust ("VantageTrust III")
- MissionSquare Investments
Information We Collect
As noted above, we collect certain nonpublic information about you in order to provide retirement and other financial services and investment products to you. The nonpublic personal information we have about you includes information you give us when you open an account, invest in the MissionSquare Funds, MissionSquare II Funds, or write or call us, such as your name, address and email address, social security number, employment, investment objectives and experience, financial circumstances, and investment transactions and holdings.
Information We Disclose
We disclose nonpublic personal information about you to our affiliates, and to outside firms that help us provide services to you, for use only for that purpose. If you elect to invest in MissionSquare’s Managed Accounts Program or in the MissionSquare Retirement IncomeAdvantage Fund, MissionSquare will share information necessary to make these products and services available to you with Morningstar Investment Management LLC, a registered investment advisor and a subsidiary of Morningstar, Inc. and Prudential Retirement Insurance and Annuity Company, the third party firms with which MissionSquare Retirement has contracted in connection with these products and services, respectively.
[Note: The following applies to all states except California and New York State.] We may also disclose your email address to social media organizations such as LinkedIn or Facebook to offer targeted information about our products and services.
Additionally, we may disclose nonpublic personal information to nonaffiliated third-party financial institutions with which we have established, or may in the future establish, relationships in order to offer select financial products of interest to our customers.
You have the right to stop us from disclosing nonpublic personal information about you to these parties and social media organizations, except as permitted or required by law. To do so, call us at 800-827-2710. If you do not notify us that you wish to block disclosure of this nonpublic personal information, we will allow information to be sent to you from all third-party financial institutions with which we have established relationships and social media organizations.
How We Safeguard Your Information
We restrict access to nonpublic personal information about you to those persons who need to know it or who are permitted or required by law or by you to receive it. We maintain physical, electronic, and procedural safeguards to protect the confidentiality of your information.