
Registered Investment Advisors
& Tax Consultants
E-mail or
call us, anytime.
Benchmark Capital Group, Ltd.
228 North Bench Street
Galena, Illinois 61036
815.777.0600 (phone)
815.777.0661 (fax)
info@benchmarkcapitalgrp.com
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 Swisher or BCG. BCG does not render nor offer to render personalized financial planning 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.
Your privacy is important to us! Benchmark Capital Group, Ltd, (hereinafter referred to as the "Advisor") provides a variety of investment advisory and financial 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. 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:
We do not disclose any non-public personal information about you to anyone, except as permitted by law. Such disclosure may include the following:
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!
Benchmark Capital Group, Ltd