Our advisors utilize their experience and expertise and that of their colleagues to develop the best solutions for your complex personal and professional financial situations.
Actionable planning strategies to inform and guide your decision-making.
Cerity Partners LLC, and its subsidiaries Cerity Partners Retirement Plan Advisors LLC, ARGI Financial Group LLC, ARGI Investment Services LLC, Advisor Insurance Solutions LLC, ARGI Business Services LLC, ARGI Alt Investment Management Co LLC, Retirement Plan Support Services LLC, and ARGI Innovations LLC (“Cerity Partners”, “we”, “us” or “our”), recognize the importance of protecting the privacy of our clients. Protecting your privacy is fundamental to the way we conduct business, whether over the Internet, over the telephone, or in our offices. We want you to know what information we collect and how we use and safeguard that information
We collect certain personal identifying information about you (such as your name, address, social security number, etc.) from information that you provide on applications or other forms as well as communications (electronic, telephone, written or in person) with you or your authorized representatives (such as your attorney, accountant, etc.). We also collect information about your brokerage accounts and transactions (such as purchases, sales, account balances, inquiries, etc.).
We do not disclose the personal information we collect about our Clients to anyone except: (i) in furtherance of our business relationship with them and then only to those persons necessary to effect the transactions and provide the services that they authorize (such as broker-dealers, custodians, independent managers etc.); (ii) to persons assessing our compliance with industry standards (e.g., professional licensing authorities, etc.); (iii) our attorneys, accountants, and auditors; or (iv) as otherwise provided by law.
We are permitted by law to disclose the personal information about you to governmental agencies and other third parties in certain circumstances (such as third parties that perform administrative or marketing services on our behalf or for joint marketing programs). These third parties are prohibited to use or share the information for any other purpose. If you decide at some point to either terminate our services or become an inactive customer, we will continue to adhere to our privacy policy, as may be amended from time to time.
We maintain physical, electronic and procedural safeguards that comply with applicable federal or state standards.
Our policy about obtaining and disclosing information may change from time to time. We will provide you notice of any material change to this policy before we implement the change.
If you have any questions or concerns regarding this notice, please contact your advisor or email us at [email protected].
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By clicking “Submit”, you acknowledge that we collect your name, email address and phone number to respond to your inquiries and provide you information about our products and services in accordance with our Privacy Policy. If you are a California resident, please see our CCPA Notice to California Residents.
