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      The Law and Our Company Policy

Effective July 1, 2001, the Securities and Exchange Commission adopted regulations regarding the use of confidential client information by providers of financial services including Registered Investment Advisors.  In accordance with the requirements under SEC Regulations S-P, we must furnish our Privacy Notice to each or our clients on an annual basis. 

We want to assure you that The Burge Company places a high priority on maintaining your trust and confidence. That is why we want you to understand how we protect your privacy when we collect and use information about you, and the steps we take to safeguard that information about you, and the steps we take to protect that information.  A detailed explanation of our policy is explained below.  Please read it carefully.  If you have any questions please call us.


Notice Regarding Client Privacy                                  


This notice is provided to you on behalf of The Burge Company

EmailThe Burge Company likes to hear from our valued clients and prospective clients, and we collect email addresses of users who communicate with us via email or request information via our website.  The Burge Company collects email addresses and other data collected online from current and prospective clients so that we can provide them with the information they have requested,   You can be assured that personal information submitted to us will be held confidential and will not be shared with third parties except as needed to provide a response to a request as discussed below.

General Privacy Notice for The Burge Company Clients

Information that We Collect.  In connection with providing investment products, financial advice, or other services, we obtain nonpublic personal information about you, including:

  • Information we receive from you on account applications

  • Information about your transactions with us or others, including your financial advisor; and

  • Information received from credit or service bureaus or other third parties.

Information We Disclose.  We will not disclose information regarding clients or their accounts with The Burge Company except under the following circumstances:

  • To your authorized representatives

  • To establish or maintain an account with an unaffiliated third party, such as a  clearing firm  providing  services  to the client.

  • To governmental entities or third parties in response to subpoenas or other legal process as required by law;

 Our Security Policy.  Only those individuals who need it to perform their jobs are authorized to have access to confidential client information.  The Burge Company maintains physical security measures that comply with applicable state and federal regulations to safeguard confidential client information.

Closed or Inactive Accounts.  If a client decides to close his/her account or to become an inactive customer, The Burge Company will adhere to the privacy policies and practices as described in this notice.

Changes to this Policy.  If we make substantial changes in the way we use or disseminate confidential information, we will notify all affected parties.

Send mail to stan_Burge@theburgecompany.com with questions or comments about this web site.  Copyright © 2004 The Burge Company 
Financial Road Map® by Bill Bacharach and From Values Based Financial Planning Book
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Last modified:06/02/2005