Our Privacy Policy explains how we collect, protect, and share the personal information of clients to whom we provide advisory services. The complete Policy is available as the PDF above.
Key points
- We collect personal and financial information needed to provide advisory services to you.
- We protect your information with physical, procedural, and electronic security measures, and we require service providers who assist us to do the same.
- We share information only as necessary to service your account, for example with custodians, brokers, regulators, or other financial institutions.
- We do not sell your information, and we do not share it for marketing purposes.
- Federal and state law gives you the right to limit some types of sharing.
- We send the current Policy to clients annually and notify you of any material changes.
Questions
Questions, concerns, or requests for a current copy of this Policy may be directed to info@meridianpassageinvest.com.