Information presented on this site is for informational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any product or security. Investments involve risk and unless otherwise stated, are not guaranteed. Be sure to first consult with a qualified financial adviser and/or tax professional before implementing any strategy discussed here.
The information being provided is strictly as a courtesy. When you link to any of the websites provided here, you are leaving this website. We make no representation as to the completeness or accuracy of the information provided at these websites.
Important Disclosure Information
WARRANTIES & DISCLAIMERS
There are no warranties implied.
Keystone Global Partners, LLC (“Keystone”) is a SEC registered investment adviser located in New York, NY. Keystone’s web site is limited to the dissemination of general information pertaining to its advisory services, together with access to additional investment-related information, publications, and links. Accordingly, the publication of Keystone’s web site on the Internet should not be construed by any consumer and/or prospective client as Keystone’s solicitation to effect, or attempt to effect transactions in securities, or the rendering of personalized investment advice for compensation, over the Internet. Any subsequent, direct communication by Keystone with a prospective client shall be conducted by a representative that is either registered or qualifies for an exemption or exclusion from registration in the state where the prospective client resides.
For information pertaining to the registration status of Keystone, please contact the state securities regulators for those states in which Keystone maintains a registration filing. A copy of Keystone’s current written disclosure statement discussing Keystone’s business operations, services, and fees is available at the SEC’s investment adviser public information website – www.adviserinfo.sec.gov or from Keystone upon written request. Keystone may only transact business in those states in which it is registered, or qualifies for an exemption or exclusion from registration requirements. Keystone does not make any representations or warranties as to the accuracy, timeliness, suitability, completeness, or relevance of any information prepared by any unaffiliated third party, whether linked to Keystone’s web site or incorporated herein, and takes no responsibility therefor. All such information is provided solely for convenience purposes only and all users thereof should be guided accordingly.
This website and information are provided for guidance and information purposes only. Investments involve risk and unless otherwise stated, are not guaranteed. Be sure to first consult with a qualified financial adviser and/or tax professional before implementing any strategy. This website and information are not intended to provide investment, tax, or legal advice. In the event that there has been a change in a client's investment objectives or financial situation, he/she/it is encouraged to advise Keystone immediately.
Past performance may not be indicative of future results. Therefore, no current or prospective client should assume that future performance will be profitable, or equal either the performance results reflected or any corresponding historical index. The historical index performance results are provided exclusively for comparison purposes only, so as to provide general comparative information to assist an individual client or prospective client in determining whether the performance of a specific asset allocation mix meets, or continues to meet, investment objective(s). Different types of investments and/or investment strategies involve varying levels of risk, and there can be no assurance that any specific investment or investment strategy (including the investments purchased and/or investment strategies devised or undertaken by Keystone) will be profitable.
Insurance products and services are offered and sold through third party firms and individually licensed and appointed insurance agents.
Keystone Global Partners, LLC has been nominated and has won several awards over time. Keystone does not make any solicitation payments to any of the award sponsors to be nominated or to qualify for nomination of awards. The firm does not participate in any award process that is predicated upon the idea that payment must be made to the award sponsor to qualify for nomination. Keystone is not involved in the structuring of the award process or deliberations that determine the winner. The basis for each award presented is provided on the award sponsor’s website or by accessing the Internet link to the award sponsor which is available on Keystone’s website.
Our Promise to You
Collection of Nonpublic Personal Information
We collect information to provide investment management services to you, to protect you from fraud and to make available products and services that may be of interest to you. We collect nonpublic personal ("confidential") information about you from the following sources:
- Information received from you in order to set up and maintain your Account in connection with providing advisory services, such as your name, address, social security number, date of birth, and account holdings.
- Information received from you during meetings, telephone conversations, or electronically via email. This is often descriptions of your financial circumstances and goals, as well as investment account statements, tax returns, estate planning documents, and other items you may provide.
- Information about your Account, brokerage transactions for the Account, and other information from unaffiliated third parties whose services are necessary to provide the advisory services you have authorized us to provide you.
- Additionally, you may direct others, such as your accountant or attorney, to provide information about you to us.
- Information we receive from you through transactions, correspondence and other communications with us; and
- Information we otherwise obtain from you in connection with providing you a financial product or service.
Information Sharing with Non‐affiliated Third Parties
Keystone does not share any nonpublic personal information about our current clients, potential or former clients with anyone, unless required by law or permitted by law, directed by you or enumerated below.
We do not disclose your personal information to third parties, except as described in this Policy. Our contractual arrangements with third parties require them to treat your information as confidential. Third party disclosures may include sharing limited information only on an as needed basis with non‐affiliated companies that perform support services for your account or facilitate your transactions with Keystone, including those that provide professional, legal, or accounting advice to Keystone. For example, we will share limited information with the custodian of your assets if it is required by them to properly service or update your account. Non‐affiliated companies that assist Keystone in providing services to you are required to maintain the confidentiality of such information to the extent they receive it, and to use your personal information only in the course of providing such services and only for the purposes that Keystone dictates.
We may also disclose your personal information to fulfill your instructions, to protect your and our rights and interests and those of our business partners, or pursuant to your express consent. For example, you may ask us to supply certain information directly to your accountant, attorney or perhaps to your banker. We may share limited information with our accountants, auditors or other service providers as required by us to responsibly operate and monitor our business and comply with regulatory requirements. Finally, under limited circumstances, your personal information may be disclosed to third parties as permitted by, or to comply with, applicable laws and regulations, for instance, when responding to proceedings of a court of law or similar legal process, to protect against fraud, and to otherwise cooperate with law enforcement or regulatory authorities.
Security Procedures to Protect Confidential Information
A fundamental element of safeguarding your confidential information is to provide protection against unauthorized access or use of this information. We maintain physical, electronic and procedural safeguards that comply with federal guidelines to guard your nonpublic personal information against unauthorized access or use.
Keystone continuously stresses to its employees the importance of protecting confidential information. In securing electronic records, we make extensive use of password protection, data encryption (AES‐256), and our computers reside behind a firewall to protect against unauthorized access. A backup of client data occurs each day and is stored in an offsite location. For further protection, we convert most client documents to electronic format to protect against fire, flood, vandalism and unauthorized access. All documents containing client identification or non‐public personal information that are being discarded are first shredded.
We will continue to enhance and maintain prudent security standards and procedures to protect against unauthorized access or use of your nonpublic personal information and records.
Anytime you visit our website, we may collect and store the name of the domain from which you access the Internet (for example, aol.com.) We may use such information to measure the number of visitors to the site, however, we will not sell or share this information with any third party.
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