The Barber Group

A Note on Privacy

More and more in our industry we are seeing investment dealers and their advisors ask for more and more client information. Some of these requests are regulatory in nature and we fully support transparency and honesty in our industry. What we do not feel comfortable with is asking you for your personal information for the purpose of selling you more products, or using it to have others target you with their services. We promise to always explain any request for personal information, and to limit the use of that information to its original, intended purpose.