Privacy Policy

The Centerpoint Group considers your privacy to be a priority to us. We understand that you have entrusted us with your private financial information, and we will protect that information. We do not disclose non-public personal information about our clients (or former clients) to third-parties except as described below.

We collect information about you (such as your name, address, social security number, assets and income) from our discussions with you, from documents that you may deliver to us, and in the course of providing advisory services to you. We may use this information to open an account for you, to process a transaction for your account or otherwise in furtherance of your business. In order to service your account and effect your transactions,
we may provide your personal information to firms that assist us in servicing your account and have a need for such information. We may also disclose such information to service providers that agree to protect the confidentiality of your information and to use the information only for the purposes for which we disclose the information to them. Unless otherwise requested by you, we do not provide non public personal information about you to outside firms, organizations or individuals except where required by law.

We restrict access to nonpublic personal information about you to our employees who need to know that information to provide products or services to you. We maintain physical, electronic and procedural safeguards that comply with federal standards to guard your information.