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Privacy Notice

Our Commitment to Protect your Privacy

We are committed to protect the confidentiality and security of your personal information. This Privacy Notice informs you of our privacy policies and practices related to your personal information and how we handle such information.

Information We May Collect From You

We collect information from the following sources in connection with providing our services:

• Information we receive from you (such as name, address, date of birth, social security number), whether personally or in writing, by telephone or otherwise;
• Information about your transactions with us or others;
• Information we receive, with your authorization, from third parties such as accountants, legal counsel, financial advisors, insurance agents, banking institutions, brokerage firms and others.

Our Use of Information

We collect and use nonpublic personal information about you for the purpose of providing our investment management and wealth planning services and other related services or products, including handling transactions or providing services requested by you or persons authorized by you.

Information We May Disclose

We do not disclose any nonpublic personal information about you to third parties, except as authorized by you or as permitted or required by law. We may disclose nonpublic personal information necessary to handle a transaction on your behalf, to service your account, or to comply with legal requirements.

How We Protect Information

We restrict access to your nonpublic personal information to those employees and service providers who need to know that information to provide products or services to you. We maintain physical, electronic and procedural safeguards that comply with federal standards to protect your nonpublic personal information.