Privacy Policy
At Rosemeyer Management Group (RMG), protecting your privacy is a top priority. In accordance with the Gramm-Leach-Bliley Act (GLBA), we are required to inform you of our policies regarding the collection, use, and safeguarding of your personal information.
We are committed to maintaining the confidentiality of your nonpublic personal information. RMG does not sell or share client information with nonaffiliated third parties, except as required or permitted by law.
Our Commitment to Your Privacy
We are committed to maintaining the confidentiality of your nonpublic personal information. RMG does not sell or share client information with nonaffiliated third parties, except as required or permitted by law.
Information We Collect
To effectively provide financial planning and investment advisory services, we may collect personal information from the following sources:
- Information you provide on forms or applications (such as name, address, Social Security number, income, and assets)
- Information related to transactions we or others perform on your behalf
- Information developed as part of your advisory relationship with us
How We Use and Share Your Information
We use your personal information to:
- Administer your account(s)
- Process transactions
- Provide ongoing advisory services
- Maintain accurate records
In the course of regular business operations, RMG may share information with affiliated or nonaffiliated third-party service providers (e.g., custodians, technology providers, or legal/compliance consultants) solely for the purpose of servicing your account. These providers are required to protect the confidentiality of your information.
Examples of information we may share include:
- Data provided on applications (e.g., name, Social Security number, and contact details)
- Transaction and account history
- Information related to financial services or products provided by RMG
Your Right to Privacy
We do not disclose nonpublic personal information to any third party except as required or permitted by law. This may include disclosures to regulatory authorities, government agencies, or others in response to subpoenas or other legal processes.
If our privacy policy changes in a way that would allow additional disclosures of your nonpublic information, we will provide advance written notice and offer you the opportunity to opt out of any such disclosures, as required by law.
Safeguarding Your Information
We maintain physical, electronic, and procedural safeguards to protect your personal information. Access to your data is limited to personnel who need it to provide services to you.
If you have any questions about our privacy policy, please contact us directly at (608) 348-2274.