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Commitment to Privacy
At Agri-Invest your privacy is our priority. Our most important asset is our relationship with you, and we value the trust you have placed in us as your investment advisors. We are committed to protecting the confidentiality of your non-public personal information.
Collecting Information
We collect non-public personal information in the normal course of business when completing account applications or other forms, or when we initiate transactions and monitor balances. We do not sell this information to anyone, nor do we disclose this information to third parties unless directed by the client.
Sharing Information
This information is shared only with our custodian firms, primarily Charles H. Schwab & Co. Inc., who has adopted strict privacy policies pursuant to SEC regulations. You may contact Schwab directly at 1-800-435-4000 if you have questions or need additional information about their policies.
Safeguarding Information
We have policies and procedures relative to protecting and using non-public personal information, and have physical, electronic and procedural safeguards in place designed to protect this information.
Contacting Us
For additional information regarding Agri-Invest's commitment to privacy, please do not hesitate to contact us directly at (315) 682-5567 or email us at info@disciplinedcapital.com.
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