
Privacy Policy
At Grayeli Investment Management the privacy and security of your personal information is a top concern. We respect the trust you’ve placed in us, and we handle your personal information with care. Please read the following Privacy Notice for important information about how we treat your personal information.
What information about you is collected?
We collect nonpublic personal information about you that is provided to us by you. No mobile information will be shared with third parties/affiliates for marketing/promotional purposes. All other categories exclude text messaging originator opt-in data and consent; this information will not be shared with any third parties.
With whom is your Personal Information shared?
For current and former clients, we do not disclose any nonpublic personal information obtained in the course of our practice except as permitted or required by law. Permitted sharing include, for instance providing information to any employees at the firm or related third parties such as the brokerage firm that has custody of your investments who need to know that particular information to assist us in providing services to you.
How is your information protected?
We restrict access to nonpublic personal information. We maintain strict physical, electronic, and procedural safeguards to guard your nonpublic personal information. We understand that you entrust us with a large amount of private information about you, your family and your investments. We value your trust and will continue to uphold our high standards of privacy.