Plain English Privacy Policy
A wise man once suggested that we should treat people the way we would like to be treated. And that's how we will handle any personal information you share with us.
Our Privacy Pledge
We pledge to use all personal information for the sole purpose for which it was intended and NEVER sell, rent or otherwise convey this information to any third party.
At Holcombe & McGrath our most important asset is our relationship with you. We are honored that you have entrusted us with your financial affairs, and we are committed to safeguarding the privacy of information we maintain about you. Establishing and adhering to an effective privacy policy is an important part of that dedication.
Below, you will find details about our commitment to protecting your privacy, including the types of information we collect about you and how we use that information.
Our privacy policy applies to all clients with whom we have a relationship and is also extended to each of our former clients.
We do not, and will not, sell your personal information to anyone, for any reason, at any time.
We collect information from you when you open an account or enroll in one of our services. When you open an account at one of the brokerage houses with whom we work, you are required to fill out an application requesting your name, address, phone number, email address, Social Security number and date of birth. Once you have opened an account with us, we collect and maintain personal information about your account activity, including your transactions, balances, positions and history. This information allows us to administer your account and provide the services you have requested.
We only share personal information when required or permitted under law. For example, we may be required to disclose personal information to cooperate with regulatory or law enforcement authorities, to resolve consumer disputes or to perform credit/authentication checks.
Safeguarding Your Information, Maintaining Your Trust
We take precautions to ensure the information we collect about you is protected and is accessed only by authorized individuals.
We restrict access to personal information by our employees and agents. Our employees are trained about privacy and are required to safeguard personal information.
We maintain physical, electronic and procedural safeguards to protect personal information.
We will provide you with advance notice of important changes to our information-sharing practices.
Our most important asset is our relationship with you. We understand that you have entrusted us with your private financial information, and we do everything we can to maintain that trust.
We are committed to keeping accurate, up-to-date records to help ensure the integrity of the information we maintain about you. If you identify an inaccuracy in this information, or you need to make a change to it, please contact us promptly by calling 828-252-8228.
As required by the SEC, copies of our ADV form, Parts I and II, are available upon request.
Terms of Use
Thanks for visiting Holcombe & McGrath. The following information applies to all who would access and use this site.
Disclaimer
The content of this site is provided “as is” without warranty or conditions of any kind, either expressed or implied. Holcombe & McGrath shall not be liable to any person or entity under any circumstances for any special, incidental, indirect or consequential damages, including, without limitation, damages resulting from use of or reliance on the information presented, loss of profits or revenues or costs of replacement goods, even if informed in advance of the possibility of such damages.
Copyright
The content displayed on this web site is the property of Holcombe & McGrath and is protected by copyright and other intellectual property laws.
If you wish to make an electronic or printed copy for your personal use, you are free to do so provided that it is unmodified and provided that it remains complete in all respects. All copying for commercial, educational or other uses requires our written permission. You are free to quote short extracts provided our site's URL (www.holcombeandmcgrath.com) is acknowledged as the source.