Privacy Policy

Our Privacy Policy
Girard Partners recognizes and appreciates the importance of respecting your privacy. We are committed to safeguarding against unauthorized disclosure of, or access to, your information. Below are our current policies and practices with respect to nonpublic personal information of our clients and former clients. Please be aware that we may change this policy periodically. If we do, you will be notified.

Information We Gather
We limit the collection, retention and use of individual information to the minimum amount required to properly serve you. We may collect – directly and from applications or other forms – personal nonpublic information about you, such as name, address, social security number, information about your finances and transactions with mutual funds or other custodians such as TD Ameritrade.

Sharing Your Information with Outside Parties
The law permits us to share, and we will share your information described above under strict disclosure and confidentiality agreements with unaffiliated third parties that provide necessary processing and support services on our behalf, such as TD Ameritrade. Otherwise, unless we have your consent, we will not share your personal information except as permitted by law.

Sharing Your Information within Girard Partners
We emphasize to our employees the confidential nature of your information and the high level of importance we place on maintaining confidentiality. We restrict access to nonpublic personal information about you to those employees who need to know that information to provide products or services to you. To the extent that we outsource processing functions and support services to unaffiliated third parties, we limit the information available to them to information necessary or appropriate to offer such processing and support services. We require that these third parties hold the information that we provide in confidence, subject to our security standards and only for approved purposes.

Protecting Your Security
In addition to protecting your privacy, we are committed to keeping your nonpublic personal information secure. We are satisfied that all of our service providers maintain physical, electronic, and procedural safeguards that comply with federal regulations to guard your nonpublic personal information.

If you have any questions about the privacy of your information, please call us at 888-578-0770.