PRIVACY POLICY NOTICE

FACTS

WHAT DOES BARRY INVESTMENT ADVISORS, LLC,  DO WITH YOUR FINANCIAL INFORMATION 

Why?

Financial companies choose how they share your personal information. Federal law gives consumers the right to limit some but not all sharing. Federal law also requires us to tell you how we collect, share, and protect your personal information. Please read this notice carefully to understand what we do. 

What?

The types of personal information we collect and share depends on the product or service you have with us. This information can include:

  • Social Security number and income
  • Account balances and assets
  • Transaction history 

How?

All financial companies need to share customers’ personal information to run their everyday business. In the section below, we list the reasons financial companies can share their customers’ personal information; the reasons Barry Investment Advisors, LLC, chooses to share; and whether you can limit this sharing. 

 

Reasons we can share your personal information  Does Barry Investment Advisors, LLC, share?  Can you limit this sharing? 
For our everyday business purposes – such as to process your transactions, maintain your account(s), respond to court orders and legal investigations, or report to credit bureaus  Yes  No 
For our marketing purposes –  to offer our products and services to you  Yes  No 
For joint marketing with other financial companies  No  Not Applicable 
For our affiliates’ everyday business purposes – information about your transactions and experiences  No  Not Applicable 
For our affiliates’ everyday business purposes – information about your creditworthiness  No  Not Applicable 
For our affiliates to market to you  No  Not Applicable 
For nonaffiliates to market to you  No  Not Applicable 

 

Questions? Call (888) 992-8601 or go to www.barryinvestmentadvisors.com

 

Who we are   
Who is providing this notice?  Barry Investment Advisors, LLC 
What we do   
How does Barry Investment Advisors, LLC, protect my personal information?  To protect your personal information from unauthorized access and use, we use security measures that comply with federal law. These measures include computer safeguards and secured files and building. 
How does Barry Investment Advisors, LLC, collect my personal information?

We collect your personal information, for example, when you:

  • Open an account
  • Deposit money
  • Seek advice about your investments
  • Enter into an investment advisory contract
  • Tell us about your investment or retirement portfolio or earnings

We also collect your personal information from other companies. 
Definitions   
Affiliates 

Companies related by common ownership and control. They can be financial and nonfinancial companies.

  • We have no affiliates. 
Nonaffiliates

Companies not related by common ownership and control. They can be financial and nonfinancial companies.

  • We do not share with nonaffiliates so that they can market to you. 
Joint Marketing 

A formal agreement between nonaffiliated financial companies that together market financial products or service to you.

  • We do not jointly market.