PRIVACY POLICY

Investment advisors, 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 advisors 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

We collect nonpublic personal information about you that is either provided to us by

you or obtained by us with your authorization.

 

PARTIES TO WHOM 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 parties who need to know that information to assist us in

providing services to you.  In all such situations, we stress the confidential nature of

information being shared.   

 

PROTECTING THE CONFIDENTIALITY AND SECURITY OF CURRENT AND

FORMER CLIENT’S 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 in some cases, to comply with

professional guidelines.  In order to guard your nonpublic personal information, we

maintain physical, electronic, and procedural safeguards that comply with our

professional standards.   

 

Please call if you have any questions, because your privacy, our professional ethics,

and the ability to provide you with quality financial services are very important to us.