Clients                           

 

Introduction:

 

Murray Strategic Investment LLC (also referred to as “We” or “Us” or “Company”) and its employees use your (also referred to as “Client” or “Customer” or “You”) nonpublic personal information you provide to provide our services. Financial companies choose how they share your personal information. Federal law gives consumers the right to limit some but not all sharing. Federal law also requires us to tell you how we collect, share, and protect your personal information. Please read this notice carefully to understand what we do.

 

Information We Collect:

 

We collect nonpublic personal information necessary to provide our services, which may include:

• Identifying details: name, age, marital status, Social Security number, home address, phone number, and email address.

• Financial data: income, assets, liabilities, credit score, and tax information.

• Employment history and homeownership status.

 

How We Use your Information:

 

For everyday purposes:

• Provide financial planning and investment advisory services.

• Maintain internal records and improve our products and services.

• Fulfill regulatory and legal obligations.

• Follow up with you for quality assurance or updates.

•  Inform you of beneficial financial opportunities designed to improve your financial health.

 

To market our services to you:

• Send updates about our products and services

• Share educational resources, articles, and tools to help you achieve financial goals.

• Share our Monthly Newsletter

• Inform you about company updates, new services, or promotional offers.

• Invite you to events, webinars, or other informational sessions about financial planning.

 

For Our Affiliated Businesses Everyday Purposes

 

We may share your personal information with our affiliated business, Murray Mortgage Solutions, to provide integrated financial and mortgage services. This sharing may include information necessary for assessing your financial goals, investment strategies, or mortgage needs. Information shared is limited to what is relevant and necessary for these purposes and may include financial data, property information, and contact details.

 

For Our Affiliates To Market To You

 

We may share your personal information with our affiliate, Murray Mortgage Solutions, to inform you about services and products that may benefit your financial goals, including mortgage brokerage services. This sharing allows us to provide a more comprehensive and integrated financial experience tailored to your needs.

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How We Collect Your Information:

 

We collect your information securely using various third-party technologies. We may also collect your information through our company website, email, and telephone (including texts and/or calls). We also collect your personal information from others, such as our affiliates, or other companies.

 

How We Share your Information:

 

We share your information with various unaffiliated third parties to provide our services and fulfill the requirements of our services. This includes, but is not limited to:

 

• Custodians and Broker-Dealers: To facilitate the opening, maintenance, and management of your investment accounts.

• Tax Professionals and Accountants: When necessary to coordinate your financial planning and tax strategies, with your prior consent.

• Legal Professionals: To assist with estate planning or other legal matters, with your authorization.

• Compliance Consultants: To ensure our services adhere to regulatory requirements.

• Technology Service Providers: To support secure data storage, portfolio management systems, and financial planning software.

• Regulatory Authorities: When required to comply with applicable laws and regulations, such as SEC or state financial regulations.

• Internal Use: We may use secure internal systems, such as email platforms or financial planning tools, to process and manage your information.

• Data Management: Client information is securely handled and may be stored or managed using internal systems for record-keeping, compliance, and communication purposes.

 

 

How We Protect your Information:

 

We maintain a comprehensive Physical and IT Security plan. It includes safety measures such as a firewall barrier, secure data encryption techniques, and multi-factor authentication procedures. Please note, no data transmission over the Internet or any wired or wireless network can be guaranteed to be 100% secure. We recommend that you do not send any confidential information and/or nonpublic personal information by e-mail. We have more secure options for you to utilize. If you do choose to send confidential information and/or nonpublic personal information to us via e-mail, you accept all risk that such information may be intercepted by a third party.

 

Children’s Privacy:

 

We do provide services to anyone under the age of 18 and therefore don’t collect their nonpublic personal information..

 

Retention of Personal Information:

 

Nonpublic personal information about you will be maintained while you are a client, and for the required period thereafter that records are required to be maintained by federal and state securities laws. We retain client information as long as it is necessary to provide ongoing services and maintain our business relationship. After that time, information will be securely destroyed.

 

Changes in Control or Ownership:

 

Your information may be transferred in connection with a sale, merger, transfer, exchange or other disposition (whether assets, stock or otherwise) of all or a portion of our company. You will have the opportunity to opt-out of further secondary use of your information following any such change in control.

 

Agreement:

 

By using the services of Murray Strategic Investment LLC, you consent to the collection, use, and sharing of your personal information as outlined in this policy. We reserve the right to modify this Privacy Policy at any time, and your continued interaction with us indicates acceptance of any updates. You acknowledge our right at to modify this Privacy Statement at any time. Your continued use of this site following the posting of future changes to these terms indicates your acknowledgment and acceptance of all changes.

 

Our Affiliates:

 

Murray Strategic Investment LLC is affiliated with Ryan Murray Financial Services LLC, which operates under the DBA Murray Mortgage Solutions. While these entities are under common ownership, they operate as separate businesses. Information may be shared between the two entities only as necessary to provide comprehensive financial and mortgage-related services, and always in compliance with applicable laws and your privacy preferences.

 

We are committed to maintaining strict confidentiality and safeguarding your personal information. If you prefer that your information not be shared with our affiliate, you may contact us to update your preferences. Your trust and privacy are of utmost importance to us.

 

Right to Opt-Out:

 

If you wish to limit the use of your information, please contact us at the following or opt out here​.

• Phone: 231-838-7068

• Email: ryan@murraystrategicinvestment.com