Privacy Policy

The following information is provided, as required by law, to help you understand our privacy policy and how we will handle and maintain confidential personal information as we fulfill our obligations to protect your privacy. “Personal information” refers to the nonpublic financial information obtained by FR Financial Advisors, LLC in connection with providing investment advisory or other services.

Information We Collect
FR Financial Advisors, LLC collects personal information as part of our relationship to you as an investment advisor, to provide client services and fulfill legal and regulatory requirements. The type of information FR Financial Advisors, LLC collects may include:

  • Information FR Financial Advisors, LLC receives from you on forms (such as name, address, social security number, assets and income);
  • Information you provide FR Financial Advisors, LLC directly about your personal finances or personal circumstances or which FR Financial Advisors, LLC may receive from brokerage statements or other information you authorize FR Financial Advisors to receive.

Information Disclosed In Administering Products and Services
FR Financial Advisors, LLC will not disclose personal information about current or former clients to non-affiliated third parties except as permitted or required by law. FR Financial Advisors, LLC does not sell any personal information about you to any third party. FR Financial Advisors, LLC will not disclose personal information without your authorization, except as required or permitted by law.

Procedures to Protect Confidentiality and Security of Your Personal Information
FR Financial Advisors, LLC has procedures in place that limit access to personal information to those employees who need to know such information in order to perform business services. FR Financial Advisors, LLC educates our employees on the importance of protecting the privacy and security of confidential personal information.

FR Financial Advisors, LLC will update our policy and procedures where necessary to ensure that your privacy is maintained and that FR Financial Advisors, LLC conducts our business in a way that fulfills our commitment to you. If FR Financial Advisors, LLC makes any material changes in our privacy policy, we will make that information available to clients through our Web site and/or other communications.


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