Privacy Policy

Our Promise to You

As a client of BAMG, you share both personal and financial information with us. Your privacy is important to us, and we are dedicated to safeguarding your personal and financial information.

Information Provided by Clients

In the normal course of doing business, we typically obtain the following non-public personal information about our clients. We use this information to evaluate your financial situation and better provide investment advisory services to you:

• Personal information regarding our clients’ identity such as name, date of birth, address, email address, telephone numbers, and social security number;
• Information regarding securities transactions effected by us; and
• Client financial information such as net-worth, assets, income, bank account information, account numbers, and account balances.

How We Manage and Protect Your Personal Information

We do not sell information about current or former clients to third parties, nor is it our practice to disclose such information to third parties unless requested to do so by a client or client representative or, if necessary, in order to process a transaction, service an account, market our services, personalize our contact with you, or as permitted or required by law. Additionally, we may share clients’ nonpublic personal information with certain service providers (e.g. accountants, lawyers, insurance agents, and technical support for our hardware and software systems) to service clients’ accounts. However, our contractual arrangements with these service providers require them to treat your information as confidential. The information we share with parties is limited to information they need to perform their services.

In order to protect your personal information, we maintain physical, electronic and procedural safeguards to protect your personal information. Our Privacy Policy restricts the use of client information and requires that it be held in strict confidence.

We ensure that the privacy of your nonpublic personal information is maintained at all times, including during the disposal of information that we no longer are required to maintain. For example, whenever possible, we shred paper documents and records prior to disposal and erase and/or obliterate any data contained on electronic media in such a manner that the information can no longer be read or reconstructed.
 

Client Notifications

We will notify you if there is a change to the way we share your information. Please do not hesitate to contact us with questions about this notice.