Eagle Point Asset Management






Integrating Faith and Investments


For Financial Peace  

of Mind         


Disclosure

 


 

 

Eagle Point Asset Management, Inc. is a Registered Investment Advisor in the States of Illinois and Missouri.  The content of this site is for informational purposes only, and does not represent a complete description of the services we provide to our clients.  It does not include any representations of our investment performance.  Investment and financial planning advice will be rendered only to clients who have a contractual relationship with Eagle Point, in full compliance with applicable regulations.  The availability of this website is not to be considered as a solicitation to effect a transaction in securities or to render investment advice over the internet.  Eagle Point will render advice only in jurisdictions where the company is authorized to do business. 


 

The use of information on this website should not be considered as personalized investment advice from Eagle Point Asset Management.  We believe the information available herein is accurate and reliable, but we cannot guarantee its accuracy.   It is provided for your information with the understanding that we are not rendering legal, accounting, tax or other professional services.


 

Materials provided in this website, or any website to which links are available through this website, are believed to be from reliable sources.  We make no representations or warranties as to the accuracy or completeness of these sources.  


 

Privacy Statement


 

Eagle Point Asset Management, Inc., an independent registered investment advisory firm, is committed to safeguarding the confidential information of its clients.  All personal information provided to our firm is held in the strictest confidence.  These records include all personal information collected from you in connection with any of the services provided by Eagle Point Asset Management, Inc.  We do not disclose information to nonaffiliated third parties except as permitted by law.  If we were to anticipate such a change in firm policy, we would be prohibited under the law from doing so without advising you first.  We use financial information that you provide to us to help you meet your personal financial goals while guarding against any real or perceived infringements of your rights of privacy.  Our policy with respect to personal information about you is listed below.

  • We limit employee and agent access to information only to those who have a business or professional reason for knowing, and only to nonaffiliated parties as permitted by law.  (For example, federal regulations permit us to share a limited amount of information about you with a brokerage firm in order to execute securities transactions on your behalf, or so that our firm can discuss your financial situation with your accountant or lawyer.)
  • We maintain a secure office and computer environment to ensure that your information is not placed at unreasonable risk.
  • For unaffiliated third parties that require access to your personal information, including financial service companies, consultants and auditors, we also require strict confidentiality in our agreements with them and expect them to keep this information private.  Federal and state regulators also may review firm records as permitted under law.
  • We do not provide your personally identifiable information to mailing list vendors or solicitors for any purpose.


 

Personally identifiable information about you will be maintained during the time you are a client, and for the required time thereafter that such records are required to be maintained by federal and state securities laws.  After this required period of record retention, all such information will be destroyed.

 

Eagle Point - For Financial Peace of Mind