We understand the trust you place with Strategic when you allow us to
advise you on your investments. As such your personal
information is held in the strictest confidence.
Information We Collect: In
connection with providing investment products, financial advice, or
other services, we obtain non-public personal information about you,
Information we receive from you on account applications, such as your
address, date of birth, Social Security Number, occupation, financial
goals, assets and income. Information about your transactions with us,
or others and information received from credit or service bureaus or
other third parties, such as your credit history or employment status.
Categories of Parties to Whom We Disclose:
We will not disclose information regarding you or your account with
us, except under the following circumstances:
Strategic does not sell customer lists and will not sell
your name to telemarketers.
Closed or Inactive Accounts: If you decide to close your account(s) or
We may disclose non–public personal information about you in
connection with the transfer of your account to another financial
institution at your request. If you do not want Strategic to disclose
your non–public personal information with your advisor's new
financial institution, please contact us.
How We Use Information: Information
may be used to help us provide products and services to you for a
number of purposes, such as:
Security Policy: We restrict access to nonpublic personal
information about you to those individuals who need to know that
information to provide products or services to you and perform their
respective duties. We maintain physical, electronic, and procedural
security measures to safeguard confidential client information.
If we make any substantial changes in the way we use or disseminate
confidential information, we will notify you.