Privacy Policy

The following information relates specifically to your use of this Site.

What information do we collect about you?

We may collect and process the following data about you:

  • • Information that you provide by filling in forms on our Site.
  • • Records of correspondence with Sentinel as may be initiated by you through our Contact Us page, email or other means.
  • • Information provided in optional surveys for research purposes.
  • • Details of your visits to our Site including, but not limited to, traffic data, location data, weblogs and other communication data, and the resources that you access.

How do we protect your information?

Sentinel maintains physical, procedural and electronic security measures to protect information.  These include such safeguards as secure passwords, encrypted file storage and a secure office environment. Our technology vendors provide security and access control over personal information and have policies over the transmission of data.

We require third parties that assist in providing our services to you to protect the personal information they receive from us.

How do we share your information?

An RIA shares Client personal information to effectively implement its services.  In the section below, we list some reasons we may share your personal information.

Basis For Sharing Do we share? Can you limit?
Servicing our Clients
We may share non-public personal information with non-affiliated third parties (such as administrators, brokers, custodians, regulators, credit agencies, other financial institutions) as necessary for us to provide agreed upon services to our clients, consistent with applicable law, including but not limited to: processing transactions; general account maintenance; responding to regulators or legal investigations; and credit reporting.
Yes No
Marketing Purposes
Sentinel does not disclose, and does not intend to disclose, personal information with non-afffiliated third parties to offer you services.  Certain laws may give us the right to share your personal information with financial institutions where you are a customer and where Sentinel or the client has a formal agreement with the financial institution.  We will only share information for purposes of servicing your accounts, not for marketing purposes.
No Not Shared
Authorized Users
Your non-public personal information may be disclosed to you and persons that we believe to be your authorized agent(s) or representative(s).
Yes Yes
Information About Former Clients
Sentinel does not disclose and does not intend to disclose, non-public personal information to non-affiliated third parties with respect to persons who are no longer our Clients.
No Not Shared


Changes to our Privacy Policy

Periodically Sentinel may revise this policy. Changes to the policy will be updated here.

Any Questions?

You may ask questions or voice any concerns by contacting us at (301) 665-9038.