Financial Tailor Inc. respects the privacy of all of our clients, including past and prospective clients. We uphold strict confidentiality and information security as outlined in this policy. In order to provide the best possible investment management that is uniquely tailored to you, we will undoubtedly have to collect personal information from you. We do not sell information that you provide to us via our website, through e-mail, over the phone, in person, or by any other method. In order to provide our service we will only share your information with outside organizations as it is required to operate our services or by law.
Sharing of Confidential Information
We do not sell, exchange, or share client information with third parties except when it is essential to business operations or as required or permitted by law. We will share information with non-related third parties upon written request.
Removal of Information
If you wish to remove your information from our database, please let us know by sending an email to firstname.lastname@example.org. However, we may be required to keep your information for a longer period of time as required by rule 204-2 of the Investment Advisers Act of 1940 and any other applicable State or Federal laws.
Choosing Brokerage Custodians
We choose our brokerage custodian based solely on what we think will be most beneficial for you. We do not receive any compensation from mutual funds, brokerages, or life insurance companies.
Managing your information
We may send correspondence, follow-up, regulatory and marketing information via your provided contact methods. If you wish to limit marketing information please notify your advisor or click the unsubscribe link on any marketing material. It may not be possible to unsubscribe from certain disclosure and regulatory information; if you have any questions or concerns please contact either your adviser, email@example.com, or call us at 919-246-9477.
We take security seriously. Your profile is protected with an encrypted password, do not share this password with anyone. If you believe your account has been compromised contact your advisor immediately.