Investment advisers, like all providers of personal financial services, are now required by law to inform their clients of their policies regarding privacy of client information. Investment advisers have been and continue to be bound by professional standards of confidentiality that are even more stringent than those required by law. Therefore, we have always protected your right to privacy.
TYPES OF NONPUBLIC PERSONAL INFORMATION
We collect nonpublic personal information about you that is either provided to us by you or obtained by us with your authorization.
PARTIES TO WHOME WE DISCLOSE INFORMATION
For current and former clients, we do not disclose any nonpublic personal information obtained in the course of our practice except as required or permitted by law. Permitted disclosures include, for instance, providing information to our employees and, in limited situations, to unrelated third party vendors, who need to know that information to assist us in providing services to you. In all such situations, we require that the recipient keep confidential the information being shared.
PROTECTING THE CONFIDENTIALITY AND SECURITY OF CURRENT AND FORMER CLIENT INFORMATION
We retain records relating to professional services that we provide so that we are better able to assist you with your professional needs and also to comply with legal requirements. We maintain physical, electronic, and procedural safeguards, in order to guard your nonpublic personal information. Please call if you have any questions. Your privacy, our professional ethics, and the ability to provide you with quality financial services are very important to us.