Confidentiality and Your Privacy Are a Top Priority
As your wealth management advisor, Betro | Mileszko & Company is committed to safeguarding all of the personal and financial information that we obtain from you through written, email and verbal communications. We understand that you are entrusting us to manage and protect not only your hard-earned assets, but also your private non-public information. With this in mind, we have taken all reasonable measures to ensure that your personal and financial information will be protected and remain strictly confidential. This privacy policy is adhered to for both current and former clients.
As a fiduciary acting on your behalf, it is necessary that we obtain certain non-public personal information (i.e. your address, net worth, investments, income, occupation, expenses, and social security number) about you from various sources. This information enables us to provide you with the best possible service and advice for your investments. Some of the sources of this information include:
- Account Applications forms
- Client/Investor Profile form
- Client surveys
- Written and email correspondence
- Verbal communications
- Other professional advisors you may be working with
- Account custodian(s) such as Fidelity Investments.
Disclosure to Non-affiliated Companies
In general we do not disclose any non-public personal information about you to anyone, except as permitted by law or requested by you. However, in certain instances we may disclose information we obtain from you to companies that perform custodial or administrative services on our behalf when necessary to effect, administer or execute a transaction that you request or authorize. In order to complete certain transactions or account changes that you direct or authorize, it may be necessary to provide certain information collected by our firm, to companies, individuals, or groups that are not affiliated with Betro | Mileszko & Company such as Fidelity Investments or the Vanguard Group.
Security – How We Safeguard Your Personal Information
All employees of Betro | Mileszko & Company are required to adhere to strict standards relating to confidentiality and protection of your personal information. Since we understand all personal and financial information about you is considered private and confidential, we restrict internal access to this information to only those employees who need it in order to service your account relationship. We maintain physical, electronic and procedural safeguards to protect your non-public personal information.
When interacting or communicating with us via the Internet, we apply the same standards discussed above in protecting and safeguarding any personal information transmitted to us electronically.
As our client, you will receive notices of our privacy policy annually as required by Federal law. We thank you for the honor and privilege of serving your investment needs and look forward to working with you and your family for many years to come.