Steven Roy Management - Principles

Protecting Your Privacy and Your Personal Information

On-Line Privacy Policy

 

Steven Roy Management’s online  privacy notice discloses our on-line privacy practices. This privacy notice applies solely to information collected by our website. In the notice, we discuss:

 

  • The personally identifiable information we collect from you through the website, how it is used and with whom it may be shared.

  • What choices are available to you regarding how we retain your data.

  • The security procedures we employ to prevent misuse of your information.

  • How you can correct inaccuracies in the information.
     

Information Collection, Use, and Sharing
 

Steven Roy Management and our affiliated company, Cambyses Financial Advisors LLC, are the sole owners of the information collected on this site. We collect only information that you voluntarily give us via email or other direct contact from you (Through our “Contact Us” page). We do not sell, rent, or disclose this information to anyone without your written permission.

 

Specifically;

 

  • We do not use “cookies” for any purpose: whether to optimize your navigation on this site or to follow your internet activity..

  • Unless you provide information via the “Contact Us” page, we collect only statistical information such as the pages you visit and how long you stay on them. Under no circumstances do we collect your IP address or other identifying information.
     

We use information you provide us on the “Contact Us” page to respond to you, regarding the reason you contacted us. We do not share your information with any third party outside of our organization, other than as necessary to fulfill your request, e.g. to ship an order.

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If you provide your contact information: Unless you ask us not to, we may contact you via email in the future to tell you about new products or services, personnel changes, changes to this privacy policy, or significant market or legislative developments that may affect you.

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Download our On-Line Privacy Policy

 

Other Privacy Policies

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We often summarize our tax engagement privacy policy as: "We give nothing to anyone unless you (or a court) tell us to." We will not even confirm that you are our client unless you specifically authorize us to do so.

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Download our Tax Engagement Privacy Policy

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We maintain privacy policies, non-compete, and non-disclosure agreements that reflect the unique character of each of our management, planning, and analytical services.

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Contact us to review your privacy and non-disclosure needs. 

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Our Affiliated company offers similar privacy protection for your wealth management, portfolio, and investment needs.  

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Download Cambyses Financial Advisors LLC, our Financial Affiliate's Privacy Policy

Policies, and Statements of Principle

Our Commitment to Your Privacy Rights

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In Case of Disaster

Disclosures and Notices

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CFA's Brochure and Advisor Disclosures

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