At Blue Sky Investment Partners, Inc. we are committed to protecting the confidentiality of our clients’ personal information. We consider client confidentiality to be a professional obligation of the utmost importance. This notice describes our policies regarding the handling of your personal financial information.
We collect non-public personal information in order to accurately identify you, to protect and administer your accounts and records, to provide services to you and to comply with certain laws and regulations. We may obtain non-public personal information about you in the course of providing services to you from the following sources:
- Information provided by you on applications, questionnaires or other forms
- Information provided by you during phone conversations or personal meetings
- Information about your transactions associated with Blue Sky Investment Partners, Inc., its affiliates or others
We will not disclose any non-public personal information about our clients and former clients to anyone, except as permitted by law. We do not share your personal information with third parties unless you have specifically asked us to do so. We restrict access to your personal and account information to those employees who need to know that information to provide services to you. We also maintain physical, electronic and procedural safeguards to guard your non-public personal information. If you decide to close your account or become an inactive client, we will adhere to the privacy policies described in this notice.