Privacy Notice
How Oak City Investment Consulting collects, uses, and protects the personal information of the clients and institutions we serve.
Oak City Investment Consulting, LLC is committed to protecting the privacy and security of the non-public personal information entrusted to us by the institutions and individuals we serve. This page summarizes our approach; the complete notice is available for download below.
Information We Collect
We collect information necessary to provide our advisory services — such as contact details and, where applicable, financial and account information provided by you or by custodians acting on your behalf.
How We Use It
We use this information solely to deliver and administer our services. We do not sell client information, and we share it only as necessary to service your relationship or as required by law.
How We Protect It
We maintain physical, electronic, and procedural safeguards designed to protect your information and restrict access to those who need it to serve you.