PRIVACY POLICY

Fiduciary Insights recognizes your concerns about your privacy and the use of your personal information. Because protecting your personal information is important to us, Fiduciary Insights has adopted this privacy policy regarding how your personal information is shared and maintained. This applies to current and former clients of Fiduciary Insights.

COLLECTION AND USE OF PERSONAL INFORMATION
Personal information is identifiable information such as your name, address, email address, phone number and other information that may not otherwise publicly available. Fiduciary Insights collects relevant client information that is allowed or required by law for conducting our business. Personal information we receive from you on applications or other forms is used strictly to for business purposes and to provide you with the best possible service.

SHARING INFORMATION
Fiduciary Insights may share information for conducting regular course of business that may include the plan custodian, investment companies or other third parties of Fiduciary Insights. Your information may also be shared among Fiduciary Insights employees in order to provide needed services. Fiduciary Insights may use your information in marketing its own products and services; however, Fiduciary Insights will not share or sell your information for the purposes of marketing or mailing lists to other companies.

PROTECTING THE CONFIDENTIALITY OF YOUR PERSONAL INFORMATION
All Fiduciary Insights employees are instructed to use strict standards of care and sound judgment regarding your confidential information, as outlined by company policies. Employees who do not adhere to said policies will be subject to strict disciplinary action. We maintain physical, electronic and procedural safeguards that comply with applicable laws, in order to protect your personal information. Each year these security controls are independently audited according to the SOC 1 standards to ensure their effectiveness.

ONLINE PRIVACY
Fiduciary Insights understands that keeping your information secure online is important to you, and we are committed to keeping your personal information secure and private.

QUESTIONS ABOUT OUR ONLINE PRIVACY PRACTICES?
Call us or send us an email using the contact information provided on this website.