Privacy Policy

Federal law requires us, and other financial institutions to disclose our Privacy Policy. We respect your right to keep your personal information confidential and understand your desire to avoid unwanted solicitations. We hope that by taking a few moments to read our policy, you will have a better understanding of what we do with the information you provide us.

The Bryant Group generally does not disclose personal information about our clients or former clients to anyone. We do disclose personal information about our clients to our any of our affiliates with client authorization. Except as otherwise described in this notice, we restrict access to nonpublic personal information about you to employees of our firm and other parties who must use that information to provide services to you.

  • We limit the collection, use and retention of client information to what we reasonably believe will help us deliver superior service, to administer our business, manage our risks, market our services and products, and to meet applicable laws and regulations.
  • We provide clients with relevant and appropriate choices regarding the sharing of information with our affiliates and others. We will give clients choices regarding the sharing of information with affiliates and third parties in accordance with applicable law and their agreements with us.
  • We comply with the USA Patriot Act, Section 326. Please read this important information about procedures for opening a new account.

    To help the government fight the funding of terrorism and money laundering activities, Federal law requires all financial institutions to obtain, verify, and record information that identifies each person who opens an account.

    When you open an account, we will ask for your name, address, date of birth (for individuals), and other information that will allow us to identify you. We may also ask to see your driver's license or other identifying documents.

    We may disclose certain nonpublic information about you for the following reasons:

  • To comply with a validly issued and enforceable subpoena or summons. in the course of a review of our firm's practices under the authorization of a state or national licensing board, or as necessary to properly respond to an inquiry or complaint from such a licensing board or organization.
  • In the event of a prospective purchase, sale, or merger, provided that we take appropriate precautions (for example, through a written confidentiality agreement) so the prospective purchaser or merger partner does not disclose information obtained in the course of the review.
  • We may disclose information we have about clients as permitted by law. For example, we may share information with regulatory authorities and law enforcement officials who have jurisdiction over us or if we are required to do so by applicable law and to provide information to protect against fraud.
  • As a part of any actual or threatened legal proceedings or alternative dispute resolution proceedings either initiated by or against us, provided we disclose only the information necessary to file, pursue, or defend against the lawsuit and take reasonable precautions to ensure that the information disclosed does not become a matter of public record.
  • To provide information to affiliates of the firm and nonaffiliated third parties who perform services or functions for us in conjunction with our services to you, but only if we have a contractual agreement with the other party which prohibits them from disclosing or using the information other than for the purposes for which it was disclosed. (Examples of such disclosures include using an outside service to provide budgeting services to potential, current or former clients.)

    We can also use the information collected under this Policy to perform services within the scope of our engagement and to inform you through any communications channel including phone, fax, electronic mail, about new services and to provide information that we think will be of interest to you such as conferences we hold, changes in the law, or other professional or business developments. If you do not wish to receive such information, you may opt out by sending an email to Compliance Officer advising your us of your decision and we will discontinue sending you information other than in regard to your account.

    We also collect information about financial transactions that you have carried out, such as the buying or selling of any securities through us, our affiliates or other parties; we may also receive information from a consumer reporting agency.

    We apply the same privacy policies and practices to our former clients that we do to our existing clients. All collected information is retained in accordance with Federal law.

    If you use our website to link to another company's website, you are responsible for determining what their privacy policies are, as they can be different from ours.

    Because we reserve the right to change our Privacy Policy at any time, clients should use this webpage to periodically review any updates to our Policy.

    For answers to any question you may have regarding this Privacy Statement, please contact us at the following address:

    The Bryant Group, Inc,
    Attn: Compliance Officer
    305 Broadway
    9th Floor
    New York, N.Y. 10007