Oak Tree Risk Management Services and its parent company Oak Tree Marketing & Associates, Inc. consider the relationships with our clients as a long term associations and sacred. We consider our clients information as private. Because we take this these relations seriously, we make every effort not to share any information outside our organization for any reason without prior written approval by our clients. Occasionally we may use information that we have developed with our clients and share it within other divisions of our companies for marketing purposes only. There are no exceptions.
Occasionally to provide our clients with the best service we will collaborate with other outside organizations. Before any collaboration occurs we will develop goals and objectives for the project or outline what information is to be shared and obtain an agreement with our client as to what that information will be.