Our relationship with our clients is our most important asset. We strive to maintain your trust and confidence in our firm, an essential aspect of which is our commitment to protect your personal information. We know you value your privacy, so we will not disclose your personal information to anyone unless it is required by law, at your direction, or is necessary to provide you with our services. We have not sold and do not sell your personal information to anyone.
What information do we collect, maintain and communicate?
Jos-Phar Wealth Management, Inc., collects and maintains your personal information so we can provide investment management services to you. The types and categories of information we collect and maintain about you include:
Information we receive from you to open an account or provide investment advice to you (such as your home address, telephone number, and financial information);
Information that we generate to service your account (such as account statements); and Information that we may receive from third parties with respect to your account (such as trade confirmations from brokerage firms).
Jos-Phar Wealth Management will not disclose any personal information about you or your account(s) to affiliates or unaffiliated third parties unless one of the following conditions is met:
We receive your prior written consent;
We believe that the recipient is your authorized representative; or
We are permitted by law to disclose information to the recipient.
How do we protect your personal information?
We have instituted firm-wide practices to safeguard the information that we maintain about you. These practices include:
Adopting policies and procedures to put in place physical, electronic, and other safeguards to keep your personal information safe; Limiting access to personal information to those employees who need it to perform their duties; and
Requiring third parties that perform services for us to agree by contract to keep your information strictly confidential.
Even if you decide to close your account(s) or become an inactive client, we will adhere to the privacy policies and practices described above.
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