● Personal information from clients is only collected to effectively provide investmentmanagement and/or financial planning services.
● We do not sell your personal information.
● We do not disclose any nonpublic information about our clients or former clients to anyone, except as required or permitted by law.
● We restrict access to client’s personal information to our advisors and staff to be used for business purposes only.
● To protect your personal information from unauthorized access and use, we use security measures including computer safeguards, encrypted communication, and secure offices.
● If you identify any incorrect personal information or need to update your personal information, please contact us so that we may promptly update our records.
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