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       Here's How We Protect Your Information

OUR POLICY

 

As your trusted advisor, Brightstone Advisors will do all it can to maintain complete confidentiality of the information we receive from you in the course of providing investment management and financial planning services by following the best practices of our profession that are designed to protect your privacy.

 

In the normal course of business, we may collect your non-public personal information that may include the following:

  • Information on investment account applications;
  • Information about your transactions with us, our affiliates or others; and
  • Information on tax and legal documents that you share with us.

 

As a firm, it is routinely necessary for us to share your nonpublic personal information with our investment custodian and other trusted financial service providers in order to service your accounts as you have instructed us to do.  Also, from time to time, we may need to disclose your nonpublic personal information with professional licensing agencies or State Securities Commissioners to enable them to assess our compliance with industry rules and regulations and with our attorneys and consultants who support our compliance efforts.   

 

OUR PROCEDURES 

 

Our firm will internally safeguard your nonpublic personal information by restricting access to only those employees who need it to provide service to you in the normal course of business.  We maintain physical, electronic and procedural practices that meet professional standards and periodically review them for their continued relevance and effectiveness.  Some of our specific procedures include the following:

  • All computers are password protected and logged off at the end of each business day or when unattended;
  • All computers have active virus and security protection subscribtions that are automatically updated;
  • All office doors are locked at the end of each business day or when unoccupied;
  • When sharing your information with professional advisors such as attorneys or insurance professionals, we will confirm that their professional code of conduct requires strict confidentiality of your information;
  • When sharing your information with non-professional advisors such as IT consultants or marketing service providers, we will secure a signed confidentiality agreement that will prohibit their disclosure of your data;
  • We will use encryption or passwords when emailing your sensitive nonpublic personal information;
  • We will shred or return any nonpublic personal information that is no longer needed;
  • We will only share your information if permitted by law;
  • We will always obtain your authorization before sharing any of your nonpublic personal information; and
  • We will never share your information with solicitors for any purpose.

 

We understand that protecting the confidentiality of your information and carefully handling it in a professional way is central to maintaining your trust with us.  Accordingly, we will remain vigilant in protecting your privacy and always welcome your suggestions on ways we can improve our Privacy Policy and Procedures to better serve your needs.

 

 

IMPORTANT DISCLAIMER

 

This website is only intended for clients and prospective clients residing in states and countries in which Brightstone Advisors LLP (Brightstone) is qualified to conduct investment advisory services.

 

Brightstone is a state-registered investment advisor located in Fishers, Indiana.  Brightstone may only transact business in those states or countries in which it is registered or qualifies for an exemption or exclusion from registration requirements.  For non-clients of the firm, Brighstone's website is limited to the dissemination of general information pertaining to its investment advisory services.

 

Please contact Brightstone at (317) 576-8544 to find out if we may conduct advisory business in the state or country where you reside.  Accordingly, Brightstone does not, and will not, effect or attempt to effect transactions in securities, or the rendering of personalized investment advice for compensation, through this website.  Any subsequent, direct communication with a prospective client shall be conducted by a Brightstone representative who is either registered or qualifies from an exemption or exclusion from registration in the state or country where the propective client resides.

 

 

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