Privacy Policy

Privacy Policy

Blue Rock Financial Group maintains a Privacy Policy that is provide to each prospective client at or before entering into an advisory relationship with the Advisor. The Privacy Policy may be amended from time to time. Blue Rock Financial Group delivers its current Privacy Policy to each client at least annually.

As Supervised Persons of Blue Rock may also be Registered Representatives of PKS, Clients are advised that PKS will have access to Client information, including account data and other personnally-identifiable information (“PII”) for purposes of supervision. Further, Blue Rock Financial Group is co-located with two other registered investment advisors [Avenue 1 Advisors, LLC dba Blue Rock Avenue 1 and RiversEdge Advisors, LLC dba Blue Rock RiversEdge]. Blue Rock Financial Group may share resources and have Clients in common.

To obtain a copy of the Blue Rock Financial Group Privacy Policy, please Talk to an advisor.