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Privacy Notice

Our Privacy Policy. In managing your account, Praetorian Guard, obtains certain nonpublic personal information about you. Our policyis to keep this information strictly safeguarded and confidential, and to use or disclose it only as necessary to provide services to you or as otherwise permitted by law. Our privacy policy applies equally to former clients of our firm and individuals who inquire about our services.

Information We Collect. “Nonpublic personal information” is personally identifiable financial information about you as an individual or your family. The kinds of nonpublic personal information we have about you includes the information you give us when you open your account with us or when we discuss your account with you, such as your name, address, telephone number, your employment, family, and personal financial situation and your investment objectives. We also have information about your account assets and transactions and the brokerage and custodial arrangements for your account.

Information We Disclose. We disclose nonpublic personal information about you only to those persons that provide necessary services to your account or as permitted by law or specifically authorized by you. We also may disclose information about you, as described above to other financial institutions with which we have joint marketing agreements.

How We Safeguard Your Information. We restrict access to nonpublic personal information about you to only those persons who need it to provide services to you or who are permitted by law to receive it. We maintain physical, electronic and procedural safeguards to protect the confidentiality of all nonpublic personal information we have about you.

If you have any questions regarding our Privacy Policy, please contact us at (877) 474-9600.

 

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Phone (831) 622-9600
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