Strategic Management Advisors


PRIVACY POLICY

Protecting your personal information is an important priority for us. Our privacy policy is designed to support this objective. We collect nonpublic personal information about you from the following sources:

  • From you or your representative on forms (for example, name, address, tax id, assets, and revenue)
  • From transactional activity in your account (for example, logins and passwords)
  • From other interaction with SMA (for example, discussions with our consultants or network professionals)
  • From you or your representative regarding your preferences (for example, your communication preference including email addresses)
  • From other sources with your consent or with the consent of your representative (for example, from other institutions you work with, such as multiple vendors) With respect both to current and former customers. SMA does not share nonpublic personal information with any non-affiliated third-party except as necessary to process an activity or service for your account or as permitted by law.

Information submitted to us is only available to employees managing this information for purposes of contacting you or sending you emails based on your request for information and to contracted service providers for purposes of providing services relating to our communications with you.

We maintain physical, electronic and procedural safeguards to guard your nonpublic personal information.

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