Privacy policy

Greenfield Advisors is committed to safeguarding client privacy and complies with the Gramm-Leach-Bliley Act. As such, any non-public financial information from an institution or client received in the course of performing an assignment will be treated as confidential, privileged information. We follow a policy of ‘informed consent:’

In working with our company the client may provide information by which others may identify the client (hereinafter “Personal Information”). Greenfield Advisors and our subcontractors or service providers may use this information in the course of the assignment.

However, Greenfield Advisors will never intentionally provide any Personal Information to other companies or individuals without your express permission to do so. We will notify the client at the time of such data collection or transfer if the Personal Information is to be shared with a third party and the client will always have the option of not permitting such sharing.

We may contact clients outside of the scope of their project via our newsletter, “Greenfield Advisors” which is sent out via a mailing list. Any request to be unsubscribed to that mailing list is promptly carried out. The data for that list is kept confidential and can not be accessed through the Internet.

Questions regarding this policy should be directed to