Privacy Policies
Investment advisers are required by law to inform their clients of their policies regarding privacy of client information. We are bound
by professional standards of confidentiality that are even more stringent than those required by law. Federal law gives the customer
the right to limit some but not all sharing of personal information. It also requires us to tell you how we collect, share, and protect your
personal information
TYPES OF NONPUBLIC PERSONAL INFORMATION
(NPI) WE COLLECT
Investment advisers are required by law to inform their clients of their policies regarding privacy of client information. We are bound
by professional standards of confidentiality that are even more stringent than those required by law. Federal law gives the customer
the right to limit some but not all sharing of personal information. It also requires us to tell you how we collect, share, and protect your
personal information
information to run their everyday business. In the section
below, we list the reasons that we may share your personal
information:
- For everyday business purposes – such as to process your
transactions, maintain your account(s), respond to court
orders and legal investigations, or report to credit
bureaus; - For our marketing – to offer our products and
services to you; - For joint marketing with other financial companies;
- For our affiliates’ everyday business purposes –
information about your transactions and
experiences; or - For non-affiliates to market to you.
to other financial companies, to our affiliates and to non
affiliates. If you are a new customer we may begin sharing your
information on the day you sign our agreement. When you are
no longer our customer, we may continue to share your
information as described in this notice. However, you can
contact us at any time to limit our sharing.
FORMER CLIENT’S INFORMATION
access and use, we use security measures that comply with
federal law, including computer safeguards and secured files
and building.
OPTING OUT
NPI by “opting-out” of the following: sharing for non-affiliates’
everyday business purposes – information about your
creditworthiness; sharing with affiliates who use your
information to market to you; or sharing with non-affiliates to
market to you. State laws and individual companies may give
you additional rights to limit sharing. Please notify us
immediately if you choose to opt out of these types of sharing.
They can be financial and non-financial companies.
Non-affiliates – companies not related by common ownership
or control. They can be financial and non-financial companies.
Joint marketing – a formal agreement between non-affiliated
financial companies that together market financial products or
services to you.
Your privacy, our professional ethics, and the ability to provide you with quality financial
services are very important to us.
Investment advisers are required by law to inform their clients of their policies regarding privacy of client information. We are bound
by professional standards of confidentiality that are even more stringent than those required by law. Federal law gives the customer
the right to limit some but not all sharing of personal information. It also requires us to tell you how we collect, share, and protect your
personal information
TYPES OF NONPUBLIC PERSONAL INFORMATION
(NPI) WE COLLECT
Investment advisers are required by law to inform their clients of their policies regarding privacy of client information. We are bound
by professional standards of confidentiality that are even more stringent than those required by law. Federal law gives the customer
the right to limit some but not all sharing of personal information. It also requires us to tell you how we collect, share, and protect your
personal information
information to run their everyday business. In the section
below, we list the reasons that we may share your personal
information:
- For everyday business purposes – such as to process your
transactions, maintain your account(s), respond to court
orders and legal investigations, or report to credit
bureaus; - For our marketing – to offer our products and
services to you; - For joint marketing with other financial companies;
- For our affiliates’ everyday business purposes –
information about your transactions and
experiences; or - For non-affiliates to market to you.
to other financial companies, to our affiliates and to non
affiliates. If you are a new customer we may begin sharing your
information on the day you sign our agreement. When you are
no longer our customer, we may continue to share your
information as described in this notice. However, you can
contact us at any time to limit our sharing.
FORMER CLIENT’S INFORMATION
access and use, we use security measures that comply with
federal law, including computer safeguards and secured files
and building.
OPTING OUT
NPI by “opting-out” of the following: sharing for non-affiliates’
everyday business purposes – information about your
creditworthiness; sharing with affiliates who use your
information to market to you; or sharing with non-affiliates to
market to you. State laws and individual companies may give
you additional rights to limit sharing. Please notify us
immediately if you choose to opt out of these types of sharing.
They can be financial and non-financial companies.
Non-affiliates – companies not related by common ownership
or control. They can be financial and non-financial companies.
Joint marketing – a formal agreement between non-affiliated
financial companies that together market financial products or
services to you.
Your privacy, our professional ethics, and the ability to provide you with quality financial
services are very important to us.