We Respect Your Privacy
Keel Asset Management understands the value you place on maintaining your privacy when it comes to financial matters. That's why we limit access to customer information to individuals in our organization who need it in order to perform their jobs. Employees who have access to customer information are required to safeguard personal information and keep it confidential.
Sharing Information
Keel Asset Management does not sell information about current or former clients or their accounts to third parties.
We may disclose information to non-affiliated parties as allowed by law, such as in responding to a subpoena, preventing fraud, or complying with an inquiry by a government agency or regulator.
If you are a former customer, these policies also apply to you; we treat your information with the same care as we do information about current customers.
Keeping You Informed
As required by federal law, we will notify you of our Privacy Policy annually. We reserve the right to modify this policy at any time, but we will promptly alert you if we do make any changes.