Privacy Policy

Pelion Investment Advisors

Pelion Investment Advisers
Privacy Policy

Pelion Investment Advisors, Inc. (Pelion) recognizes that our relationships with current and prospective clients are based on trust and integrity. We work hard to maintain your privacy and to preserve the private nature of our relationship with clients. Pelion will not disclose your personal information to anyone unless it is required by law, is a necessary part of servicing your custodial investment account, or at your direction. Pelion will not sell your personal information.

Why We Collect Your Information

We gather personal information so that we can:

What Information We Collect

The nonpublic, personal information we may collect about you may include your: name, address, social security number, date of birth, financial and other accounts information.

What Information We Disclose

We are permitted by law to disclose some nonpublic information about you to unaffiliated third parties in certain circumstances. By example, in order for us to establish and maintain investment accounts for you, we may need to disclose your personal information to TD Ameritrade, Fidelity or other custodians maintaining an investment account on your behalf.

Other than these circumstances, Pelion will not disclose any personal information about you or your account(s) unless we receive your prior written consent to do so or we are required by law to disclose information to the recipient.

How We Protect Your Personal Information

Your privacy is important to us. At Pelion, we:

Pelion Investment Advisors, Inc. provides this privacy statement to all clients annually and provides an updated copy if/when any changes are made to the privacy policy. If you have any questions, please call us at 917-639-5476.