Privacy Policy

           In order to provide our services to clients, we must gather certain nonpublic personal information about our clients.  We maintain that information with the strictest confidence and take our responsibilities for keeping that information private extremely seriously.

           Information will be gathered from various sources, including from account applications, from any account history that we receive or that develops with our firm, and from correspondence between clients and our firm.

We may, under certain circumstances, need to disclose certain information to third parties who are unaffiliated with Frontier Advisors, LLC.  Those circumstances are:

  • When directed or authorized by the client;
  • As permitted or required by law (for example, in connection with a regulatory audit or in response to a subpoena);
  • When necessary to obtain services pertaining to the maintenance of your account, such as to companies that provide database management or portfolio reporting services.  In such cases, those companies are prohibited from using personal information for anything other than providing the service(s) for which they are hired.

           Our own internal procedures restrict access to personal information only to those employees who need it to do their jobs in the servicing of specific client accounts.

           Please contact us at any time if you have questions about our privacy policy.