We believe in transparency. If you would like to learn more about our firm, please feel free to download and review the following documents. And we are happy to answer any questions you may have.
Sample Investment Management Agreement: Longbow Investment Advisory Agreement
Form ADV Part 2: Longbow Plain English ADV Part 2
Form ADV Part 3: 2021 Longbow Form ADV Part 3, Form CRS
- We do not sell your personal information to anyone. We do not disclose and we do not reserve the right to disclose Non-Public Information.
- The law allows you to “opt out” of only certain kinds of information sharing with third parties. Longbow does not share personal information about you with any third parties that triggers this right to opt out. This means that YOU ARE ALREADY OPTED OUT.
- We collect personal information in the normal course of business in order to administer your accounts and use it to deliver the best possible service to you. Specifically, we collect your home address and telephone numbers, employment status, date of birth, social security number, family information, and bank account numbers.
- We protect the confidentiality and security of your personal information.
Additionally, companies we hire to provide support services are not allowed to use your personal information for their own purposes and are contractually obligated to maintain strict confidentiality. Furthermore, we limit their use of your personal information to the performance of the specific service we have requested.
We restrict access to personal information to our employees and agents for business purposes only. All employees are trained and required to safeguard such information.
We maintain physical, electronic, and procedural safeguards to protect your personal information. If you have any questions or concerns, please call our office at 918-295-9929 or contact us by e-mail at firstname.lastname@example.org.