Our Commitment to You

When you become a customer of Holt-Smith Advisors, Inc. you entrust us with not only your hard-earned money but also with personal and financial information about you. We treat this information as confidential and recognize the importance of protecting access to it.

Th Information We Collect About You

In the course of doing business with customers, we collect nonpublic information about you. You typically provide personal information when you become a customer or when you request a transaction that involves Holt-Smith Advisors. This nonpublic information may include information regarding your name and address, age, social security number, assets, income, net-worth, account balance, bank account information, beneficiary information and investment activity.

How We Handle Your Personal Information

We do not sell information about current or former customers to third parties, and we do not disclose it to third parties unless requested by a customer or necessary to process a transaction, service an account, or as permitted by law. We may share information with companies that perform administrative or marketing services for us. However, our contracts restrict the companies from using our customer information for any other purpose than that for which they have been hired.

How We Safeguard Your Personal Information

To protect your personal information, we maintain strict physical, electronic and procedural safeguards to guard your personal information. When we must dispose of your personal information we use a qualified vendor who shreds the information to protect your information from unauthorized use. In addition, our Privacy Policy, which applies to all employees, restricts the use of customer information and requires that it be held in strict confidence.

We’ll Keep You Informed

As required by federal law, we will notify customers of our privacy policy annually. In addition, we will tell you promptly if we change this policy.

Should you have any questions regarding our privacy policy, please feel free to contact us.