Information We Collect
The Milestone Group, as part of our relationship as your adviser, will collect information about you for business purposes, such as evaluating your financial needs, processing your requests and transactions and providing you quality service. The personal information we collect includes:
- Information you provide to us on applications, questionnaires and other forms (such as your name, address, social security number, occupation, assets and income).
- Information gathered from brokerage statements, mutual fund statements or other documents you authorize us to receive.
Protecting the Confidentiality and Security of Your Personal Information
We limit access to your personal information to those employees who need to know in order to conduct our business, service your account, and help you accomplish your financial objectives. Our employees are required to maintain and protect the confidentiality of your personal information and must follow established procedures to do so. To comply with applicable laws and regulations, we maintain physical, electronic, and procedural safeguards to protect your personal information. Should you choose to discontinue your relationship with The Milestone Group your personal financial information will remain confidential as long thereafter as required by law.
Sharing Information With Our Affiliates
We may share personal information described above with our affiliates for business purposes, such as servicing your accounts. With your prior consent, our affiliates may inform you about new products and services, and as required to carry out the services for which you have retained us to perform. Our affiliates are companies controlling us or under common control of our parent company. Although the information we may share with affiliates for marketing purposes may include the information described above, all affiliates have privacy policies as stringent as ours.
Disclosure to Non-affiliated Third Parties
The Milestone Group
Mark Marrone, Chief Compliance Officer
370 Seventeenth Street
3100 Republic Plaza
Denver, Colorado 80202