Broker Check


Your Data Is Confidential and Protected

At The Renaissance Group, our primary privacy goal is to protect your personal information. To conduct regular business, we may collect non-public information from sources such as information reported by you on applications or other forms you provide to us.

The Renaissance Group does not share or disclose any non-public personal information about its current or former clients, except as permitted by law or by you. All information will remain confidential. Due to federal law, we are required to obtain personal identification information, such as your driver’s license.

Similarly, personal information used to create investment accounts through Cambridge Investment Research is subject their privacy policy as defined here (  

Information Safeguarding

The Renaissance Group will internally safeguard your non-public personal information by restricting access to only associates and employees who provide products or services to you or those who need access to your information to service your account. In addition, we will maintain physical, electronic and procedural safeguards that meet or exceed federal and/or state standards to guard your non-public personal information.