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SKY Investment Group LLC (the “Company”) will collect information, such as name, address, tax identification number, date of birth, current investment holdings, investment history and risk tolerance from its clients during the ordinary course of business.
This information is used for the purpose of creating and maintaining an investment portfolio that is designed to meet the investment goals within a client’s risk tolerance level. This information is private client information and will only be disclosed as required to third parties who provide expert advice and/or custodial services to the Company.
Our employees and nonaffiliated third parties have access to this information whenever necessary in performance of their respective duties. This information is also provided to regulatory authorities as necessary when requested by those authorities. This information is provided to custodians after the customer has completed a new account form for the appropriate custodian. This form constitutes written consent by the client.
Private client information is not disclosed to non-employees unless specifically authorized and requested by the client, such as to persons preparing client tax returns, trusts, or wills. Private client information is not disclosed to nonaffiliated third parties unless hired by the Company to assist in a facet of the administration of the Company, such as to assist in the preparation of its financial statements or tax returns, to assist in compliance matters, or in the event of a regulatory inquiry.
SKY Investment Group LLC does not sell client lists and will not disclose or disseminate client information for any purpose not directly related to the provision of investment advisory services.
All client information will be maintained for a period of at least six years past the termination of the client relationship. Any client information that is determined to be eligible for destruction shall be shredded prior to its disposal. Routers installed on the Company’s computer system will provide protection of client information stored electronically, and internet access is only permitted on machines that do not store client information.
By accessing SKY Investment Group LLC’s website, the user acknowledges that the Company collects aggregate data. This information is used for statistical purposes only and will not be used to identify individual users.