We maintain strict internal policies and procedures to protect your privacy and maintain
the confidentiality and security of your personal and financial information.
As part of our advisory services, we collect non-public personal information about you
and your family from a variety of sources that may include client applications, interviews
or other documentation used to establish your relationship with us and transactions in
your accounts with us or through others. The information that we collect is used to
serve your accounts. We are committed to protecting the confidentiality and integrity of
your information at every level of service provided.
We use this information in our efforts to serve you more effectively in developing your
financial plan and providing you with accurate data about your account activity. We also
monitor your accounts and activity to keep your plan on track with your financial goals
and objectives.
We may disclose non-public personal information about you and your family to nonaffiliated
third parties upon request and with your approval including financial service
providers that assist us in managing your account, non-affiliated third parties that you
have approved in writing and regulatory or law enforcement agencies as permitted by
law.
We do not sell customer information to third parties or engage in joint marketing
activities with non-affiliated companies. We do not share customer information with
outside parties who may wish to market their products to you. We are committed to
helping you protect your privacy every day. We protect your privacy automatically.
We maintain physical, electronic and procedural safeguards that comply with federal
standards to guard your non-public personal information. We are committed to
maintaining your confidence in us as your trusted advisors and endeavor to protect your
privacy and provide you with exceptional professional services. |
