Privacy and Security

Parametric and its affiliates are committed to ensuring your financial privacy. Parametric has adopted a privacy policy and procedures (“Privacy Program”) which it believes is reasonably designed to protect your personal information and to govern when and with whom Parametric may share your personal information.

At the time of opening an account, Parametric generally requires you to provide us with certain information such as name, address, social security number, tax status, account numbers, and account balances. This information is necessary both for us to open an account for you and to allow us to satisfy legal requirements such as applicable anti-money-laundering reviews and know-your-customer requirements.

On an ongoing basis, in the normal course of servicing your account, Parametric may share your information with unaffiliated third parties that perform various services for Parametric and/or your account. These third parties include transfer agents, custodians, broker/dealers, and our professional advisors including auditors, accountants, and legal counsel. Parametric may share your personal information with our affiliates. Parametric may also share your information as required or permitted by applicable law.

We have adopted a Privacy Program we believe is reasonably designed to protect the confidentiality of your information and to prevent unauthorized access to your information.

We reserve the right to change our Privacy Program at any time upon proper notification to you. You may want to review our Privacy Program periodically for changes by accessing the link on our homepage:

 For more detailed information about our privacy practices, please read our Privacy Note.

California Consumer Privacy Act
You may have certain rights granted to you if your personal data is protected by the California Consumer Privacy Act:

Right to know. In some circumstances you have the right to request from Parametric the categories of Client PI that Parametric has collected about you, the categories of sources from which your personal data was collected, the business or commercial purpose for collecting or selling your personal data, the categories of third parties with whom Parametric shares your personal data, and the specific pieces of personal data Parametric has collected about you. You may email us at with “CCPA right to know” in the subject line to exercise this right.

Right to be forgotten. You have the right to request that Parametric delete any personal data about you that Parametric has collected from you. You may email us at with “CCPA right to be forgotten” in the subject line to exercise this right. There are circumstances in which we are not required to comply with your request to be forgotten, and we will let you know if one of those situations arises.

Parametric reserves the right to verify your identity before processing any request relating to your personal data.