Privacy Policy


Your Privacy is Our Concern

The following policy explains our information policy. This policy applies to the information that we collect and with whom we share it with. This policy includes current customers, former customers and those with whom RedTree Investment Group does business with. This policy also serves to explain how we protect the security and confidentiality of this type of information.

We may collect information about RedTree Investment Group customers to help service and manage your account and to assist in offering services and products you may find valuable. We collect this information from a variety of sources that are listed on this website.

We may disclose all of the information we collect to companies (including affiliates) that perform services on our behalf, including those that assist us in responding to inquiries, processing transactions, preparing and mailing account statements, and other forms of customer servicing.

Our affiliates are financial service providers that offer transfer agency, customer accounting, administrative, customer servicing, investment advisory, brokerage, and other financial services.

In addition to the information we share with affiliates that provide services to us, we may share information among affiliates to better assist your organization with the achievement of your long term financial goals.

RedTree Investment Group does not disclose any nonpublic personal information about our customers or former customers to non-affiliated third parties unless it is required by law.
RedTree Investment Group maintains policies, and require all non-affiliated third parties to maintain policies, to safeguard customer information. We restrict access to nonpublic personal information about you to those employees (or people working on our behalf and under confidentiality agreements) who need to know that information in order to provide products and services to you. We also maintain physical, electronic, and procedural safeguards that comply with federal regulations to guard your nonpublic personal information.

We may amend this policy at any time, and we will notify you of changes to its terms and conditions.
 
 
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