Privacy Policy

Portfolio Resources Group, Inc. and Portfolio Resources Advisor Group, Inc., consider the confidentiality of client information a top priority. Your privacy is important to us. We respect every individual’s right to privacy and security of information that personally identifies you or your account with us. That is why we are committed to our Privacy Policy, which is outlined below.

We will safeguard, according to strict standards of security and confidentiality, any nonpublic personal information our customers share with us. We do not sell personal information to anyone.

We collect personal information, such as your name, address and social security number, from the applications or other forms that you complete, through your use of our website, and from market research companies. We also collect information about your transactions with us or others, such as your Account balance, investment history and parties to transactions. We may share nonpublic personal information with companies that perform administrative or other services on our behalf such as transfer agents, printers and other service providers to effect transactions that you request or authorize. In order to provide you better products and services, we may disclose information to companies that perform marketing services on our behalf or to other financial institutions with which we have joint marketing agreements. We require these companies to protect the confidentiality of your nonpublic personal information and to use it only for the purposes for which the disclosure is made. We do not otherwise share nonpublic personal information we collect about you or any of our former customers with anyone, except as required or permitted by law.

We protect the integrity and privacy of your information in a number of ways. We restrict access to nonpublic personal information about you to those employees who need to know that information to provide products or services to you. We maintain physical, electronic and procedural safeguards to protect your nonpublic personal information.

If your account representative leaves us to join another firm, he/she is permitted to retain copies of your information in order to assist with the transfer of your account and to be able to serve you at their new firm. If you do not want your account representative to retain copies of your client sensitive information when he or she leave us to join another firm, you may “opt-out” by contacting our Compliance Department at 305-372-0299.

The accuracy of your personal information is important. If you need to correct or update your personal information, please call our Operations Department at 305-372-0299 or please send any requests to:

Operations Department
Portfolio Resources Group, Inc.
4000 Ponce de Leon Blvd.
Suite 670
Coral Gables, Florida 33146

We will be happy to review, correct or update your personal or Account information. We hope that you have found this information helpful. If you have any questions or would like more information please don’t hesitate to contact your Financial Representative.