Privacy Policy

                                                                                                                                    1055 Westlakes Drive, Suite 150       

                                                                                                                                      Berwyn, Pennsylvania 19312

                                                                                                                     Phone: 610/560-0400   Fax: 610/560-0401

PRIVACY POLICY

Sterling Investment Advisors, Ltd., like all providers of personal financial services, are now required by law to inform their clients of their policies regarding privacy of client information.  Sterling has been and continues to be bound by professional standards of confidentially that are even more stringent than those required by law.  Therefore, we have always protected your right to privacy.

TYPES OF NONPUBLIC PERSONAL INFORMATION WE COLLECT

We collect nonpublic personal information about you that is either provided to us by you or obtained by us with your authorization.

PARTIES TO WHOM WE DISCLOSE INFORMATION

Simply put, we do not and will not sell your personal information to anyone, for any reason, at any time.  For current and former clients, we do not disclose any nonpublic personal information obtained in the course of our practice except as required or permitted by law.  Permitted disclosures include, for instance, providing information to our employees and, in limited situations, to unrelated third parties who need to know that information to assist us in providing services to you.  In all such situations, we stress the confidential nature of information being shared.

PROTECTING THE CONFIDENTIALITY AND SECURITY OF CURRENT AND FORMER CLIENTS’ INFORMATION

We retain records relating to professional services that we provide so that we are better able to assist you with your professional needs and, in some cases, to comply with professional guidelines.  In order to guard your nonpublic personal information, we maintain physical, electronic and procedural safeguards that comply with our professional standards.

WEBSITE LINKS

Our web site contains links to other web sites.  Sterling Investment Advisors, Ltd. is not responsible for the privacy practices or the content of such web sites.

QUESTIONS

Please call if you have any questions, because your privacy, our professional ethics and the ability to provide you with quality financial services are very important to us.