This website provides general information regarding the services that Parcion Private Wealth provides. The information on this Site is not intended to provide, and should not be relied upon for, accounting, legal, tax, or investment advice or recommendations. Additional information regarding Parcion Private Wealth, LLC is available on the SEC’s website at www.adviserinfo.sec.gov and by searching our name, “Parcion Private Wealth”.
All our investment solutions involve risk, and Parcion cannot provide assurance that our investment, risk management, or other objectives will be achieved. Past performance is not an indication of future performance. Nothing on this website is intended to imply that any investment may be considered “safe” or “risk-free.”
Copyrights and Trademarks
No person is authorized to use, copy, or distribute any portion of this website, including related graphics, text, or materials.
Parcion and other trademarks or service marks (including logos and designs) found on the website are trademarks or service marks that identify Parcion and the goods and/or services provided by Parcion. Such marks may not be used under any circumstances without the prior written authorization of Parcion Private Wealth.
Informational Use Only
Parcion’s website is provided for your information only, and nothing contained on this website constitutes any recommendation or advice, including without limitation any investment, legal, or tax advice. Decisions based on information contained on this website are your sole and absolute responsibility and at your sole risk.
The materials on this Site are provided “AS IS” and “AS-AVAILABLE” without warranties of any kind. This Site contains derived information that is not used in our internal operations, and that is not independently verified, tested, or audited. We expressly disclaim, to the fullest extent permitted under applicable law, any and all warranties, express or implied (including, but not limited to, implied warranties of merchantability, fitness for a particular purpose, title, and non-infringement), with respect to the use of or the result of the use of (A) this Site or (B) any information or materials available on this Site, including without limitation the accuracy, completeness, correctness, timeliness or reliability of such information or materials.
Parcion assumes no responsibility for and makes no warranties that functions contained on this Site will be uninterrupted or error-free, that defects will be corrected, or that this Site or the server that makes it available will be free of viruses or other harmful components. Freestone shall not be liable for any damages to, viruses that may infect, or services, repairs, or corrections that must be performed on your computer on account of your accessing this Site.
We reserve the right, in our sole discretion, at any time and without any prior notice or warning to you, to deny you access to the website, to suspend or terminate your access to the website, or to disable your username or password where applicable.
Links to and From Other Websites and Services
Parcion Private Wealth Business Continuity Planning
We have developed a Business Continuity Plan designed to address and govern how we will respond to events that have the potential to significantly disrupt our business. Since the timing and impact of disasters and disruptions are unpredictable, we will be flexible in responding to actual events as they occur. With that in mind, we are providing you with this information on our business continuity plan.
If after a significant business disruption, you cannot contact us by phone at our main line, 425-278-9555, or our toll-free line, 800-866-8866, or by email to the Parcion Private Wealth employee(s) with whom are listed in the “About Us” section of this website, you should be able to access your account information, including the execution of transactions, disbursements of cash, and other important information through our primary custodian Fidelity Brokerage Services, LLC at the number and website listed below. You should also check our website, www.freestonecapital.com, for timely notices regarding any business disruption.
Fidelity Brokerage Services, LLC – 833-882-1522 https://www.fidelity.com/
We plan to quickly recover and resume business operations after a significant business disruption and respond by safeguarding our employees and property, making a financial and operational assessment, protecting our books and records, and allowing our clients to transact business. Our business continuity plan is designed to permit our firm to resume operations as quickly as possible, given the scope and severity of the significant business disruption.
Our business continuity plan addresses many items, including data back-up and recovery; critical systems; alternative communications with clients, employees, and regulators; alternate physical location of employees; critical counter-party impact; regulatory reporting; and assuring our clients have prompt access to their funds and securities if we are unable to continue our business.
For more information – If you have questions about our business continuity planning, you can contact us at our main line, 425-278-9555 or our toll-free line, 800-866-8866, or visit us at our office at 11980 NE 112th St, Ste. 210, Bellevue, WA 98005.
Last updated: November 2022