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FINANCIAL SOLUTIONS FOR
INDIVIDUALS & BUSINESSES

 

American Capital Investments Group, Inc.
Privacy Policy

Effective date: July 1, 2013

Protecting your privacy and keeping your information confidential is very important to us and maintaining your trust and confidence is a high priority.

To conduct business we may collect nonpublic personal information about you. Gathering such information on forms, applications and communications allows us to perform our services as an investment advisor. We collect your personal information, for example, when you open an account, seek advice on your investments, or request financial planning. The details of your personal information that you provide to us will depend on the complexity of the financial services performed. Such requests include your financial goals, investment experience, account balances, social security number, or employment information.

Except with express written consent by you or as required by law, all information on current clients, former clients, and prospects is kept confidential. In some cases when we work with other professionals regarding your financial situation, we require your written consent to communicate with them about nonpublic personal information. We will always stress the confidential nature of the information being shared.

We will maintain electronic and procedural safeguards that comply with professional standards to protect your data, documents, and personal information.

Regulations require this notice to include a provision for you to request that this firm not release your nonpublic personal information. Because this firm does not disclose any client or prospect information, such a request is unnecessary. However, in the interests of satisfying the regulations, we must advise you that you have the right to direct that we not disclose the nonpublic personal information we have obtained about you.

Your privacy, our professional ethics, and the ability to provide you with quality investment management and advice are critical to our success.

Should you have questions about our Privacy Policy, please contact us at info@acigroupintl.com or 240-235-1864.

 

American Capital Investments Group, Inc.    2 Wisconsin Circle, Suite 700, Chevy Chase, MD 20815    Ph: 240-235-1864    Email: info@acigroupintl.com

*Client accounts and securities transactions processed through Shareholders Service Group under a fully-disclosed
clearing arrangement at Pershing LLC, owned by the Bank of NY Mellon.*