Since the founding of our firm in 1985, we have protected the privacy of client information as a fundamental business practice. The most valued asset at Philadelphia Investment Management Group is our relationship with our clients. We are honored by the confidence they have placed in us and will guard that trust with the policies and practices listed below.

We collect nonpublic personal information from the following sources:

  • Information we receive directly from clients on advisory agreements or other forms; and
  • Information related to brokerage transactions or other activities in client accounts.

We do not disclose any nonpublic personal information to anyone, except as directed by our clients or as required by law.

We restrict access to personal information and account information. Only those employees who need to know that information to provide advisory services to clients are granted access. We maintain physical, electronic, and procedural safeguards to protect the privacy of any nonpublic information about our clients.

If an account is closed, we will continue to adhere to the policies and practices described in this Privacy Statement.