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:
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 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:
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.