At Barnstone Advisors, we respect every client’s right to privacy because our relationship with you is our most valuable asset. Barnstone has a tradition of discretion for our client’s privacy, which we reinforce and demonstrate daily in the way we routinely handle sensitive client information in our day-to-day operations. As a client of Barnstone, we will agree upon the information that is to be collected and the manner in which nonpublic information will be maintained.
Information Collected
When you are a client of Barnstone, you will be asked to complete certain account documentation which will require collection of certain information of your institution and may require collection of personal information, including the following: name, address, telephone number, social security number, income, assets, liabilities and investment experience. In addition, consistent with industry practice and in compliance with regulatory requirements, we record and maintain information on your transactions with us. We are required by our regulators to collect this type of information.
What We Disclose
This information is collected strictly for the purpose of providing you better service and we strive to limit the collection and use of your information to only what is necessary. In connection with services you have requested, we may share your information, including your name, address, telephone number, social security number, income, assets, liabilities and investment experience with our affiliates or with outside vendors who have been hired to help us serve you better, provided that they are under a similar duty of confidentiality of information. Barnstone does, however, reserve the right to disclose the personal information of existing and former customers as permitted by law.
Safeguards
We maintain physical, electronic and procedural safeguards that comply with regulatory standards to guard your nonpublic personal information.
Please Help Us Maintain Accurate Records
Our efforts to maintain the privacy of your personal financial information are always evolving. If you have any questions or concerns regarding this policy, please contact our compliance department at 610-917-2210. In addition, it is important to us that we have accurate information about our clients. If you are a client and have a concern about your information or you want to correct, update or confirm your information, please contact us.