The Privacy of Your Information
s
an independent private wealth management firm, Barton Creek Advisors,
LLC (“BCA”) is committed to safeguarding the confidential information
of all current, former, and potential clients.
All personal information
provided to our firm is held in the strictest confidence. These records include
personal information we collect from you in connection with any services or potential
services provided by BCA.
Unlike many non-independent
firms, we do not share information with affiliated companies. Nor have we ever
disclosed information to nonaffiliated third parties, except as required by law
or by your consent, and do not anticipate doing so in the future. If we were to
anticipate such a change in firm policy, we would be prohibited under the law
from doing so without advising you first.
We use your information
in helping you meet your personal financial goals while guarding against any real
or perceived infringements of your rights of privacy.
You are welcome to a copy
of a complete statement concerning our firm’s privacy policy.
You may obtain our policy by making a request either in person,
or through written or electronic delivery to Mark Betts, Principal,
at mbetts@bartoncreekadvisors.com,
or simply by calling us at 512.692.6189.
