Privacy Policy

Protecting our clients’ private information is a top priority. We take steps to safeguard your personal information from anyone who should not have access to it. We have procedures that are designed to protect the security and confidentiality of your information. Password-protected user access to our computer files and strict confidentiality policies apply to all employees.

The nonpublic personal information includes what you give us when you open an account. This could include your

• Name, address, and date of birth
• Social Security Number
• Investment objectives
• Financial circumstances
• Employment

We use this information to provide our services to you. We do not disclose any personal information about our clients to any party except as required by law. In the course of servicing a client’s account, we may be required to provide some information with its service providers such as transfer agents and custodians.