Website Disclosures
 
Client Center Section of The Insight Group®, Inc. Internet Site.
 
In the Client Center section, under sub-sections View My Site and My Porftoflio Only, you will be leaving The Insight Group`s® website and you will be viewing material from other web sites that may not be regulated by the Financial Industry Regulatory Authority and the Securities and Exchange Commission. Information in this section is not to be considered a recommendation or an offer to purchase any product. The Insight Group® makes no representation as to the completeness or accuracy of the information provided at these sites. The Insight Group®  accepts no liability for any direct or consequential loss arising from any use of this information or its content. Nor is the company liable for any direct or indirect technical or system issues or any consequences arising out of your access to or your use of third-party technologies, sites, information and programs made available through these sites. This link has been provided courtesy of The Insight Group®. 
 
Other Outside Links
 
At certain places on The Insight Group®, Inc. Internet site, live 'links' to other Internet addresses can be accessed. Such external Internet addresses contain information created, published, maintained, or otherwise posted by institutions or organizations independent of The Insight Group®, Inc. The Insight Group®, Inc. does not endorse, approve, certify, or control these external Internet addresses and does not guarantee or assume responsibility for the accuracy, completeness, efficacy, timeliness, or correct sequencing of information located at such addresses. Use of any information obtained from such addresses is voluntary, and reliance on it should only be undertaken after an independent review of its accuracy, completeness, efficacy, and timeliness. Reference therein to any specific commercial product, process, or service by trade name, trademark, service mark, manufacturer, or otherwise does not constitute or imply endorsement, recommendation, or favoring by The Insight Group®, Inc.
 
Privacy Policy Notice
 
Our Promise to You
As a client of The Insight Group®, you share both personal and financial information with us.  Your privacy is important to us, and we are dedicated to safeguarding your personal and financial information.
 
Information Provided by Clients
In the normal course of doing business, we typically obtain the following non-public personal information about our clients:
  • Personal information regarding our clients' identity such as name, address and social security number;
  • Information regarding securities transactions effected by us; and
  • Client financial information such as net-worth, assets, income, bank account information and account balances.
 
How We Manage and Protect Your Personal Information
We do not sell information about current or former clients to third parties, nor is it our practice to disclose such information to third parties unless requested to do so by a client or client representative or, if necessary, in order to process a transaction, service an account or as permitted by law.  Additionally, we may share information with outside companies that perform administrative services for us.  However, our contractual arrangements with these service providers require them to treat your information as confidential.
 
In order to protect your personal information, we maintain physical, electronic and procedural safeguards to protect your personal information.  Our Privacy Policy restricts the use of client information and requires that it be held in strict confidence.
 
Client Notifications
We are required by law to annually provide a notice describing our privacy policy.  In addition, we will inform you promptly if there are changes to our policy.
 
Please do not hesitate to contact us with questions about this notice.
 
Investment Advisory Services offered through The Insight Group® Inc.
A Registered Investment Advisor. The Insight Group® Inc. is independently owned and operated.

 
 
 
 
 
 
 
 
 
 
 
 
    

©2010 The Insight Group, Inc.®. All rights reserved.