At Shope, we take your privacy seriously. This policy outlines how we handle your personal information:

‍Information Collection:
We only gather personal information necessary to deliver exceptional investment management and financial advisory services tailored to your needs.
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‍Zero Tolerance for Selling Data:
Under no circumstances do we sell your personal information to third parties.

‍Limited Disclosure:
We maintain strict confidentiality regarding your nonpublic information and only share details about current or former clients when required or permitted by applicable laws and regulations.
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‍Restricted Access:
Access to client personal information is strictly limited to authorized advisors and staff members who need this information to perform their professional duties.
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‍Robust Security Measures:
To safeguard your personal information from unauthorized access or misuse, we implement comprehensive security protocols including advanced encryption technology, secure digital infrastructure, and private office spaces.
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‍Information Accuracy:
We strive to maintain accurate records. If you discover any incorrect information or need to update your personal details, please contact us immediately so we can make the necessary adjustments.
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‍Contact Us:
For privacy-related inquiries or concerns, please reach us through any of these channels:
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Phone:
(734) 479-1400
Email:
pshope@shopeandassociates.com
Mail:
Shope + Associates, 180 Little Lake Drive, Suite 2B
Ann Arbor, MI, 48103
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Your trust is the foundation of our relationship. We are committed to maintaining the highest standards of professional ethics while providing exceptional financial services that meet your unique needs and goals.