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Contact us
Benchmark Capital
Group LTD
228 North Bench Street
Galena, Illinois 61036
815.777.0600 (phone)
815.777.0661 (fax)
info@benchmarkcapitalgrp.com |
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Disclosure
Benchmark Capital Group,
Ltd. (BCG) is an Illinois Registered Investment Advisor (RIA).
BCG, and its representative David Swisher, is in compliance with
the current registration and/or notice filing requirements
imposed upon Illinois registered investment advisers and/or
those states in which BCG maintains clients. BCG may only
transact business in those states in which it is registered, or
qualifies for an exemption or exclusion from registration
requirements. Further written detailed disclosure information
contained in Form
ADV Part II.
You cannot conduct business with BCG over the
Internet nor should you view the information contained herein as
an offer for the services of David & Kelli Swisher or BCG. BCG
does not render nor offer to render personalized financial
planning, tax planning, business services, or investment advice
through this medium.
All references made to investment or portfolio
performance are based on historical data and past performance
should never be viewed as a guarantee of future results. In
addition, BCG does not make any representations or warranties as
to the accuracy, completeness, or relevance of any information
prepared by any unaffiliated third party provider, whether
linked to BCG's website or incorporated herein. All such
information is provided solely for convenience purposes only and
all users thereof should be guided accordingly.
Privacy Statement
Your privacy is important
to us! Benchmark
Capital Group, Ltd, (hereinafter referred to as the "Advisor")
provides a variety of investment advisory, financial and
tax planning services to clients who have contracted for these
services. As a result, the advisor is required to communicate
its policies related to the privacy of customer information. We
are proud of our privacy protection practices and procedures,
and we want you to know how we protect your information and use
this information to service your account and your tax needs.
Please take a moment to review our privacy policies as described
below:
In order to facilitate the servicing on your
account the Advisor may receive nonpublic personal information
about you for the following sources:
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Information we received for you on
questionnaires, applications, account opening documents or
other forms;
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Information that we gather during tax
preparation and consulting sessions;
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Information about your transactions with us
or others; and
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Information we received from other sources
with your consent.
We do not disclose any non-public personal
information about you to anyone, except as permitted by law.
Such disclosure may include the following:
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Disclosures to affiliates, including
affiliated service providers (for example, insurance
agencies for the processing on variable insurance
applications on your behalf);
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Disclosures to your chosen broker-dealer
firm (for example, to establish a brokerage account on your
behalf);
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Disclosures to government agencies,
securities regulators and law enforcement officials (for
example, the IRS in an audit situation);
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Disclosures to other organizations, with
your consent (for example, other investment advisor firms in
order to open a managed account with their firm or the
brokerage firm they utilize); and
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Disclosures to other persons you authorize
to obtain such information (for example, a mortgage lender
or bank in their processing of your mortgage)
The Advisor restricts access to your personal
and account information to those of its employees who need to
know that information to provide products or services to you.
The Advisor maintains physical, electronic and procedural
safeguards to guard your non-public personal information.
We will continue to adhere to the privacy
policies and practices described in this notice if you decide to
close your account(s) or become an inactive customer.
If you have any questions concerning the
Advisor's privacy policies and procedures, please feel free to
contact us.
Thank you!
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Capital Group, Ltd |
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