The law requires that financial service providers disclose their privacy policies to clients in an annual written notice. These policies pertain to non-public personal information about current and former clients.


The Colony Group, LLC endeavors to protect your right to privacy and, therefore, has professional standards that are even more stringent than those required by law.


In order to assist you with your needs and, in some cases, to comply with professional guidelines, we retain records relating to the professional services we provide to you. We have rigorous physical, electronic, and procedural safeguards in place to protect these records, and they are accessed internally only on an "as needed" basis.


Non-public personal information is never collected without your authorization, and we do not disclose such information except as required or permitted by law, or to third parties who assist us in providing services to you, such as custodial, insurance, banking, and mortgage lending services.


Your privacy is just as important to us as our ability to provide you with quality advisory services. Please call us if you have any questions about this statement.