Your trust is the cornerstone of our relationship. That is why we work so diligently to safeguard your privacy. The information that you provide us is kept in the strictest of confidence. We have no intentions of selling personal information about our customers to third-party businesses. We are proud to make that commitment to you, because your trust is the foundation of our business. We do not disclose or sell any personal information about you, or former customers, to anyone except as permitted or required by law.
We do not engage in the practice of sharing or selling your personal information to third parties so they can solicit, telemarket, direct mail market, or otherwise attempt to sell you products or services.
We may share information about you, as permitted by law, with certain agent companies that help us perform essential record keeping functions. These agent companies are required to keep your information confidential and are prohibited from using the information for their own use.
We do share your information between INVESCO, LLC and RYAN MCNEILLY, & ASSOCIATES, CPA'S, LLC in order to benefit our clients.
INFORMATION WE COLLECT
We collect personal information about you from applications, forms, or provided to us by you whether in writing, in person, by telephone, electronically, or by any other means.
We will collect, retain, and use information about our customers only when we believe it will help administer our business or provide products, services and other opportunities to customers.
INFORMATION WE DISCLOSE ABOUT YOU
We do NOT disclose any information about you to anyone, except as permitted by law or unless you have specifically asked or authorized us to do so. Examples of this might include disclosures necessary to service your account or prevent unauthorized transactions.
CONFIDENTIALLY, SECURITY, AND INTEGRITY OF YOUR INFORMATION
We restrict access to information about you to those employees who have a business reason and who need to know that information to provide appropriate products or services to you.
OUR FORMER CUSTOMERS
If your customer relationship ends with us, we will continue to treat the information we have about you as if you were still our customer
Securities in accounts at Charles Schwab & Co., Inc. are insured by the SIPC. Restrictions and requirements apply. Investing in any securities involves risk. There is no guarantee of any return or that the principal invested will not decline. In any investment, you may lose a portion or all of your investment. Selling at a loss means that you have lost money on that investment. Buying securities on margin leverages both your profits and losses. You could lose more than you invest. You will be responsible for interest charges on margin accounts regardless of whether the security goes up or down. Interest on margin accounts may not be deductible. You should consult with you own tax advisor. You must complete a financial profile and sign an investment management agreement before you invest.
INVESCO, LLC is independent of, and has no affiliation with, Charles Schwab & Co., Inc. ("Schwab") or Charles Schwab Bank. Schwab has not created, supplied, licensed, endorsed, or otherwise sanctioned this website nor has Charles Schwab & Co., Inc. conducted any independent verification of the facts and representations underlying this website.