Sapphire Fiduciary Advisors, LLC uses SMS text messaging on its business phone numbers solely for direct, service-related communication with advisory clients.  Text messaging is not used for marketing campaigns, promotional messaging, or unsolicited outreach of any kind.

By providing your mobile phone number and consenting to receive text messages from us, you acknowledge and agree to the following:

Text messages are limited to one-on-one service correspondence related to your advisory relationship with the Sapphire Fiduciary Advisors, LLC.  This may include responses to your inquiries, scheduling and confirming meetings, and requesting or providing documents.  You will not receive mass marketing or promotional materials from us via text messaging.

As a registered investment adviser, Sapphire Fiduciary Advisors, LLC is required under applicable securities laws and regulations to maintain records of written business communications with clients, including text messages.  All text messages exchanged us will be captured, archived in an electronic recordkeeping system, and retained for a minimum of five years or longer as required by law.  These records may be reviewed by securities regulators, including the U.S. Securities and Exchange Commission or applicable state securities authorities.  By texting our business phone numbers, you acknowledge and consent to this mandatory recordkeeping practice.

Sapphire Fiduciary Advisors, LLC does not sell, rent, or share client phone numbers with unaffiliated third parties for marketing purposes.  We may share client information only as permitted or required by applicable law such as with regulatory examiners or with service providers that support our compliance archiving obligations.

Message frequency varies based on the nature and frequency of communication related to your advisory relationship.  Standard message and data rates may apply depending on your mobile service plan.

You may opt out of SMS messages from Sapphire Fiduciary Advisors, LLC at any time by replying STOP to any text message.  We will send a single confirmation and will send no further SMS messages unless you affirmatively re-consent by replying START.  Opting out of SMS does not affect other communication methods or your advisory relationship with us.

For assistance with SMS communications, reply HELP or contact the Firm using the information on this website.