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Privacy Policy

TayoTime is committed to protecting the privacy of nonpublic personal information. In the process of administering clients’ portfolios, TayoTime collects private personal information from our clients, including addresses, telephone and social security numbers, date of birth, certain financial data, and investment objectives. TayoTime receives this information on documents, through conversations, and in correspondence. TayoTime also requests from our clients the information necessary to manage their portfolios, such as holdings and transaction history, custodian account number and balance, and cost bases.

TayoTime does not sell or share personal information with anyone. TayoTime does not disclose confidential personal information about our clients (or former clients), except as requested by the client or as required by law. TayoTime restricts access to client information to those employees who need to know that information to provide services to the client. These employees are required to safeguard such information. TayoTime maintains physical, electronic, and procedural safeguards to protect nonpublic personal information.

TayoTime may provide personally identifiable information to companies that provide services or products that assist us in managing accounts. If this occurs, TayoTime will insist that the third party keep such information confidential, and request and review a copy of their privacy policy.

TayoTime takes your privacy seriously and has implemented policies and procedures designed to safeguard the information that TayoTime collects and retains.

TayoTime’s Clients

TayoTime provides investment advisory services to institutional clients. TayoTime does not currently provide services to individual consumers.

Data Collection and Use

TayoTime’s website,, includes two forms in which your business contact information is requested.

  • Contact Us: This form requests the first and last name, business email address of the requestor as well as a brief description of the purpose of the contact request. Submitted requests go to The information that is requested is used solely for the purpose of honoring the request to be contacted and is not shared within TayoTime except as needed to direct the request to the appropriate TayoTime representative. The information collected is not added to any distribution lists nor is it shared with affiliates or other third parties.
  • Register: Tayotime’s website includes premium content which is made available to institutional investors as authorized by TayoTime. The ‘Register’ form requests the same business contact information as the ‘Contact Us’ form, as well as the job title of the individual completing the form and the name of the company they represent. This information is used to verify that the requestor represents an institutional contact, plan sponsor or other relationship as appropriate. The business contact information that is gathered is used solely for the purpose of conducting the verification and to provide requested access to the content as applicable. The information is not shared within TayoTime, is not added to any distribution lists nor is it shared with affiliates or other third parties without prior authorization.

TayoTime’s website does not request, nor does it require, personally identifying information such as home address, birthdate, social security number, personal telephone number or personal email address. In the event TayoTime receives such information from a form on, the requestor is notified via the email address before such information is corresponded.

Website Monitoring

TayoTime monitors activity on to review trends such as which pages and/or documents on the website are visited most or less frequently. TayoTime does not monitor individual activity nor does it currently utilize cookies.

We strongly suggest review of all applicable privacy policies for a complete understanding of how personal financial information is treated.

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