To protect your privacy and provide our Clients with a broad range of financial products and services as efficiently as possible, we use technology to manage and maintain Client information. We want you to understand what information we collect and how we use it.
Information We Collect
We may collect personally identifiable information about you from the following sources:
Information We Disclose
We do not disclose any confidential information about our Clients or former Clients to anyone, unless:
For example, we use information to administer your accounts with us through such activities as sending you quarterly reports.
Our Security Procedures
We take steps to safeguard customer information. We restrict access to your personal and account information to those Access Persons who need to know that information to provide products or services to you. We also maintain physical, electronic, and procedural safeguards that comply with federal standards to guard your nonpublic personal information.
Should you need any further information please feel free to contact the firm via email at firstname.lastname@example.org.