We take your privacy seriously. We collect personal financial information in order to ensure that each investment is appropriate for you. Information we collect includes:
We do not disclose your personal financial information (which applies to current and former clients alike). However, we may be compelled by law to make your information available to a regulator or government organization, which may include:
We have procedures in place to ensure only authorized individuals of the company have access to your personal information. We store your personal information in our Google Drive account, and access to the account is limited to only authorized individuals. We also use Google Email systems to communicate your personal information with you. Our goal is to operate the company sans-paper, so we don’t print any of your information unless you specifically request paper copies.