We collect personal and/or business information to open your account(s), to process your transactions and to help us provide a better level of service and expertise. We do not sell your personal and/or business information to anyone.
We protect the security and confidentiality of the personal and/or business information we collect.
Our relationship with you is our most important asset. We understand that you have entrusted us with your private financial & real estate information, and we do everything we can to maintain that trust.
1. We do not sell your personal and/or business information to anyone.
Balfour Hamilton shares information with Balfour Hamilton LP as part of its data processing requirements, for example, to prepare your account statements or service your account(s).
2. We do not disclose personal information to third parties, unless one of the following limited exceptions applies.
Outside of these exceptions, we will not share your personal information with third parties unless you have specifically asked us to do so, that is, opted-in.
3. We do collect personal and/or business information in the normal course of business in order to administer your accounts and serve you better.
4. We incorporate physical as well as electronic safeguards.
5. We continue to evaluate our efforts to protect personal information and make every effort to keep your personal information accurate and up to date.
6. We will provide notice of changes in our information-sharing practices.
If, at any time in the future, it is necessary to disclose any of your personal information in a way that is inconsistent with this policy, we will give you advance notice of the proposed change so that you will have the opportunity to opt-out of such disclosure.
At Balfour Hamilton LP, we take the issue of online privacy very seriously. We want to assure visitors to our site the security, privacy and confidentiality that they expect from a financial & real estate services institution/firm.
We do not collect any personal information through the use of our website.
Balfour Hamilton uses encryption technology to protect certain information sent over the Internet. TLS is an encryption technology known as “Transport Layer Security” and its predecessor, SSL “Secure Sockets Layer”. Balfour Hamilton utilizes TLS when the other party can support it. The purpose of encryption is to support the confidentiality of the transmission between the parties and verify the website server. In situations where the other party does not yet support TLS, SSL is utilized. An “s” after the “http” in a website’s address indicates that you are attached to a secure server. Additionally, if your browser is Microsoft Internet Explorer 3.0, Mozilla Firefox 3.0, Apple Safari 4.0, or a higher version, a picture of a lock or a key should appear to indicate you are visiting a secure site.
Your Balfour Hamilton password is your private entry key into your account. This is how Balfour Hamilton’s website recognizes you. You should never share it with anyone. Your Balfour Hamilton issued password incorporates letters and numbers. You may change your password but we recommend that you also incorporate both letters and numbers in your new password.
Cookies are used when you choose to access your account statements online. Cookies are used to maintain data related to you during navigation, such as saving your settings across multiple visits.
After you have finished accessing your Balfour Hamilton account, do not forget to log off. This prevents someone else from accessing your account if you leave your computer and your session has not “timed out,” or automatically shut down.
To Further Protect Your Privacy
While exploring Balfour Hamilton’s website, please be aware that other internet sites accessible from Balfour Hamilton’s website, have separate privacy and data collection policies and practices, which are independent of and may be different from Balfour Hamilton’s policies and practices. Balfour Hamilton is not responsible or liable for these independent policies and practices and it is your responsibility to review them and decide whether or not they satisfactorily protect your rights.
Last revision: 1/21/2023 at 10:15 AM Eastern Time (ET)
Balfour Hamilton LP
1732 Connecticut Avenue Northwest, Suite 400, Washington, District of Columbia 20009, United States
The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. Some of this material was developed and produced by Balfour Hamilton LP to provide information on a topic that may be of interest. Balfour Hamilton LP is not affiliated with the named representative, broker - dealer, state - or SEC - registered investment advisory firm. The opinions expressed and material provided are for general information and should not be considered a solicitation for the purchase or sale of any security.
WEAlth Management services provided by our partner, Sovereign Wealth Management, LLC.
Sovereign Wealth Management, LLC is a registered investment adviser located in Virginia. Sovereign Wealth Management, LLC may only transact business in those states in which it is registered, or qualifies for an exemption or exclusion from registration requirements.
All Financial Consultants at Balfour Hamilton LP are Registered Representatives with, Securities and Advisory services, a Registered Investment Advisor, Member FINRA & SIPC.
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