We collect non-public information about our clients and have an obligation to maintain confidentiality of that information.
It is our policy to protect the privacy of our clients by following these principles:
Maintaining the confidentiality of your personal financial information is very important to you and to us at Capital Strategies Investment Group LLC.
INFORMATION WE COLLECT. To provide you with individualized service, we collect several types of non-public personal information about you, including:
INFORMATION WE SHARE. We do not disclose your personal information to anyone except as permitted by law. So that we can complete transactions you authorize or request, and so that we can provide you information about our products and services, we may disclose the information we collect about you to companies that provide services to us. Those companies use that information only to perform the services for which we hired them and are not permitted to use or disclose that information for any other purpose. Finally, we may disclose information about you at your request (for example, by sending duplicate account statements to someone you designate), or otherwise as permitted or required by law.
INFORMATION SECURITY. Within Capital Strategies Investment Group LLC, access to information about you is restricted to those employees who need to know the information to service your account. Our employees are trained to follow our procedures to protect your privacy and are instructed to access information about you only when they have a business reason to obtain it. We use physical, electronic and procedural safeguards to keep your information secure.
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