Financial Tailor Inc. respects the privacy of all of our clients, including past and prospective clients. We
uphold strict confidentiality and information security as outlined in this policy.
In order to provide the best possible investment management that is uniquely tailored to you, we will
undoubtedly have to collect personal information from you. We do not sell information that you provide
to us via our website, through e-mail, over the phone, in person, or by any other method. In order to
provide our service we will only share your information with outside organizations as it is required to
operate our services or by law.
We do not sell, exchange, or share client information with third parties except when it is essential to
business operations or as required or permitted by law. We will share information with non-related third
parties upon written request.
If you wish to remove your information from our database, please let us know by sending an email to
firstname.lastname@example.org. However, we may be required to keep your information for a longer period of
time as required by rule 204-2 of the Investment Advisers Act of 1940 and any other applicable State or
We choose our brokerage custodian based solely on what we think will be most beneficial for you. We
do not receive any compensation from mutual funds, brokerages, or life insurance companies.
We may send correspondence, follow-up, regulatory and marketing information via your provided
contact methods. If you wish to limit marketing information please notify your advisor or click the
unsubscribe link on any marketing material. It may not be possible to unsubscribe from certain
disclosure and regulatory information; if you have any questions or concerns please contact either your
adviser, email@example.com, or call us at 919-246-9477.
Information may be collected in several ways. When you visit our website our servers will collect and
record information such as browser type, site activity, and browsing history. In addition to cookies we
may use other third-party tracking technology for marketing purposes. We do not share confidential
information with any third parties. You are able to disable cookies and browsing history via your web
browser. You may use any other methods to avoid tracking as you see fit as long as they comply with our
In order to safeguard your information our systems are password protected, include firewalls, and anti-
to time. The most recent policy can be obtained by visiting www.financialtailor.com/privacy