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Legal Notices
Privacy Policy
PKS Investment Advisors LLC ("PKSIA") is committed to client confidentiality and to protect your privacy. The following information is provided, as required by law, to help you understand our privacy policy and how we will handle and maintain confidential personal information as we fulfill our obligations to protect your privacy. "Personal information" refers to the nonpublic financial information obtained by PKSIA in connection with carrying out our services.
Information We Collect
PKSIA collects personal information as part of our relationship to you, to provide client services and fulfill legal and regulatory requirements. The type of information PKSIA collects may include:
Information PKSIA receives from you on forms (such as name, address, Social Security number, profile documents, assets and income);
Information you provide PKSIA directly about your personal finances or personal circumstances or which PKSIA may receive from brokerage statements or other information you authorize PKSIA to receive.
Information Disclosed In Administering Products and Services
PKSIA will not disclose personal information about current or former clients to non-affiliated third parties except as permitted or required by law. PKSIA does not sell any personal information about you to any third party. PKSIA will not disclose personal information without your authorization, except as required or permitted by law.
Procedures to Protect Confidentiality and Security of Your Personal Information
PKSIA has procedures in place that limit access to personal information to those employees who need to know such information in order to perform business services. In addition, PKSIA maintains physical, electronic and procedural safeguards to guard your nonpublic personal information.
PKSIA will update its policy and procedures when necessary to ensure that your privacy is maintained and that PKSIA conducts business in a way that fulfills our commitment to you. If PKSIA makes any material changes in its privacy policy, we will make that information available to clients through our Web site and/or other communications.
Please call if you have any questions, because your privacy, our professional ethics, and the ability to provide you with quality financial services are very important to us.
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