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Privacy Policy

Bob Benkovich, LLC is committed to respecting the privacy of personal information you entrust to us in the course of doing business with us.

Bob Benkovich, LLC collects nonpublic personal information from various sources. For instance, accounting and account applications may include name, address, and social security number. We receive information from transactions in your accounts, including account balances, and from correspondence between you and Bob Benkovich, LLC or Bob Benkovich, LLC’s service providers.  Bob Benkovich, LLC uses such information provided by you or your representative to process transactions, to respond to inquiries from you, to deliver reports, products, and services, and to fulfill legal and regulatory requirements.

We do not disclose any nonpublic personal information about our customers to anyone unless permitted by law or approved by the customer. We may share this information within the Bob Benkovich, LLC nexus of investment options in the course of providing services and products to best meet your investment and actuarial needs. We may share information with certain third parties who are not affiliated with Bob Benkovich, LLC to process or service a transaction at your request or as permitted by law. For example, sharing information with companies that maintain or service customer accounts for Bob Benkovich, LLC is essential.  We may also share information with companies that perform administrative or marketing services for Bob Benkovich, LLC including research firms and overseas tax preparation actuarial entities. When we enter into such a relationship, we restrict the companies’ use of our customer’s information and prohibit them from sharing it or using it for any purposes other than those for which they were hired.

We maintain physical, electronic, and procedural safeguards to protect your personal information. Within Bob Benkovich, LLC, we restrict access to personal information to those employees who require access to that information in order to provide products or services to our customers such as processing transactions and handling inquiries. Our employment policies restrict the use of customer information and require that it be held in strict confidence.

We will adhere to the policies and practices described in this notice for both current and former customers of Bob Benkovich, LLC.