Over 85 Years of Fiduciary Services Experience Among Firm’s Principals.
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Building relationships one client at a time.
Investment advisers are required by law to inform their clients of their policies regarding privacy of client information. We are bound by professional standards of confidentiality that are even more stringent than those required by law.
Federal law gives the customer the right to limit some but not all sharing of personal information. It also requires us to tell you how we collect, share, and protect your personal information.
TYPES OF NONPUBLIC PERSONAL INFORMATION (NPI) WE COLLECT
We collect nonpublic personal information about you that is either provided to us by you or obtained by us with your authorization. This can include but is not limited to your Social Security Number, Date of Birth, Banking Information, Financial Account Numbers and/or Balances, Sources of Income, and Credit Card Numbers or Information. When you are no longer our customer, we may continue to share your information only as described in this notice.
PARTIES TO WHOM WE DISCLOSE INFORMATION
All Investment Advisers may need to share personal information to run their everyday business. In the section below, we list the reasons that we may share your personal information:
For 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;
For our marketing – to offer our products and services to you;
For joint marketing with other financial companies;
For our affiliates’ everyday business purposes – information about your transactions and experiences and information about your creditworthiness; or
For non-affiliates to market to you.
If you are a new customer we may begin sharing your information on the day you sign our agreement. When you are no longer our customer, we may continue to share your information as described in this notice. However, you can contact us at any time to limit our sharing.
PROTECTING CONFIDENTIALITY OF CURRENT AND FORMER CLIENT’S INFORMATION
To protect your personal information from unauthorized access and use, we use security measures that comply with federal law, including computer safeguards and secured files and building.
FEDERAL & STATE LAW ALLOWS YOU TO LIMIT SHARING – OPTING OUT
Federal law allows you the right to limit the sharing of your NPI by “opting-out” of the following: sharing for non-affiliates’ everyday business purposes – information about your creditworthiness; or sharing with affiliates or non-affiliates who use your information to market to you. State laws and individual companies may give you additional rights to limit sharing. Please notify us immediately if you choose to opt out of these types of sharing.
DEFINITIONS: Affiliates – companies related by common ownership or control. They can be financial and non-financial companies; Non-affiliates – companies not related by common ownership or control. They can be financial and non-financial companies; Joint marketing – a formal agreement between non-affiliated financial companies that together market financial products or services to you.
Please call if you have any questions. Your privacy, our professional ethics, and the ability to provide you with quality financial services are very important to us.
Ownership of Materials on Website
Unless we note otherwise, the contents of this website, including graphics, icons, and general appearance, belong exclusively to Invictus Fiduciary Services, LLC. Except for your personal, noncommercial use, you may not copy, modify, distribute, display, transmit, reproduce, transfer, resell or republish any material on this website without the prior written permission of Invictus Fiduciary Services, LLC.
Invictus Fiduciary Services, LLC makes this website available on an "as is" and "as available" basis. WE EXPRESSLY DISCLAIM ALL WARRANTIES OF ANY KIND, WHETHER EXPRESS OR IMPLIED, INCLUDING BUT NOT LIMITED TO, THE IMPLIED WARRANTIES OF MERCHANTABILITY, FITNESS FOR A PARTICULAR PURPOSE, AND NON-INFRINGEMENT. WE MAKE NO REPRESENTATIONS OR WARRANTY THAT YOUR USE OF THIS WEBSITE WILL BE UNINTERRUPTED, TIMELY, OR SECURE, OR THAT THE CONTENTS OF THIS WEBSITE OR ANY WEBSITE LINKED TO THIS WEBSITE WILL BE FREE FROM ERROR. Your use of this website is at your own risk, and we will not be responsible for any damage to your computer system or loss of data that results from your use of this website or any website linked to this website.
Except as may be otherwise required by applicable law, Invictus Fiduciary Services, LLC IS NOT LIABLE TO YOU OR TO ANY THIRD PARTY FOR ANY COMPENSATORY, DIRECT, SPECIAL, INDIRECT, CONSEQUENTIAL OR PUNITIVE DAMAGES RESULTING FROM YOUR USE OF THIS WEBSITE OR ANY OF THE PRODUCTS OR SERVICES OFFERED ON THIS WEBSITE. This disclaimer of liability applies even if Invictus Fiduciary Services, LLC or its service providers, employees or representatives have been advised of the possibility of such loss or damage.
Products and Services
Links to Other Websites
From time to time, as a convenience to you, we may provide links to the websites of Invictus Fiduciary Services, LLC affiliates or to the websites of unaffiliated third parties. The owners of those websites are solely responsible for the contents of those websites and for any products or services offered on them. Invictus Fiduciary Services, LLC does not control the content or security of those websites. Our providing a link to a website does not constitute an endorsement of the products or services offered on the website.
Contacting Invictus Fiduciary Services, LLC
If you experience any problems with this website or have any questions, you may contact our systems administrator by email at email@example.com. We will make every effort to provide a timely response to your email, but do not email us about a matter that requires immediate attention. If you require an immediate response, or if you have questions about an Invictus Fiduciary Services, LLC product or service, call us at 1.901.260.1441. DO NOT SEND CONFIDENTIAL PERSONAL OR ACCOUNT INFORMATION BY EMAIL.