Private Policy

Select Advisors & Co. and Select Advisors Institute, LLC (collectively “Office”, “we” or “us” or "our" as the case may be) are committed to ensuring the privacy and confidentiality of information pertaining to its clients and potential clients and to adhering to the policy set forth below. Reference in this policy to "your personal data" means any information that identifies, or could reasonably be used to identify, you as one of the aforementioned persons. 

We collect and processes your personal data to facilitate the provision of professional services, including client services, conflicts checking, billing and marketing. We may also process your personal data in order to comply with legal obligations.

Consistent with our professional and ethical obligations, we may allow others to access your information in order to process data on our behalf in connection with the conduct of the Office or where disclosure of your information is in your interest or is otherwise permitted, required or authorized under applicable law. Prior to allowing any third party access to your information for the purpose of conducting our business, we will take all reasonable steps to ensure that such third party has a sound business reputation and provides at least the same level of privacy protection that we offer to our clients.

We will store and process your data only for the term of your retention of the Office and for a period thereafter reasonably determined by business necessity and our professional obligations to you or as may be required by law. 

This website (the “Site”) may contain links to this other sites.  When you enter these other sites using links from this Site, you are entering a site as to which we are not responsible. We do not control these other sites and cannot guarantee their practices regarding data privacy and security.  We recommend that you read the privacy policies of those sites, which may differ from the policy of this Site.

We reserve the right to remove commentary on our social media channels. We will remove posts that are outside the original intent of the conversation, as well as those that are offensive or illegal. In addition, posts that drive to individual’s websites or products with the intent of personal gain, or those that disclose confidential information, may be removed.