Privacy Policy
Here’s How We Protect Your Information
Our Policy
As your trusted advisor, Brightstone Advisors LLP works to maintain the confidentiality of the information we receive from clients in the course of providing investment management and financial planning services.
In the normal course of business, we may collect nonpublic personal information, including information provided on investment account applications, information about transactions with us, our affiliates, or others, and information contained in tax, legal, or financial documents shared with us.
We do not sell your personal information to solicitors or third parties for marketing purposes.
When Information May Be Shared
In order to service client accounts, it may be necessary for Brightstone Advisors LLP to share nonpublic personal information with investment custodians and other trusted financial service providers, as instructed or permitted.
From time to time, we may also be required to disclose information to professional licensing agencies, State Securities Commissioners, attorneys, consultants, or other parties who support our legal, regulatory, and compliance obligations.
Our Procedures
Brightstone Advisors LLP safeguards nonpublic personal information by restricting access to employees and service providers who need the information to provide services or support the firm’s operations.
We maintain physical, electronic, and procedural safeguards designed to protect client information. These safeguards may include password-protected computers, security software, locked office access, confidentiality expectations for professional advisors, confidentiality agreements for non-professional service providers, encryption or password protection when sharing sensitive information, and secure disposal or return of information that is no longer needed.
We only share client information as permitted by law or with client authorization.
Confidentiality
Protecting the confidentiality of client information is central to maintaining trust. Brightstone Advisors LLP remains committed to handling personal and financial information carefully, professionally, and securely.
Important Disclaimer
This website is intended for clients and prospective clients residing in states and countries in which Brightstone Advisors LLP is qualified to conduct investment advisory services.
Brightstone Advisors LLP is a state-registered investment advisor located in Fishers, Indiana. Brightstone Advisors LLP may only transact business in states or countries in which it is registered, exempt from registration, or otherwise excluded from registration requirements.
For non-clients, this website is limited to the dissemination of general information about Brightstone Advisors LLP’s investment advisory services. Nothing on this website should be interpreted as personalized investment advice or an offer to provide investment advisory services in a jurisdiction where Brightstone Advisors LLP is not qualified to do business.
Please contact Brightstone Advisors LLP at 317-576-8544 to determine whether the firm may conduct advisory business in your state or country.