What Information Do We Collect?
In order to fulfill our obligations to you, we need certain information. Generally, this includes but is not limited to your name, address, Social Security number, date of birth, account numbers, and information about your finances and taxes.
Where Do We Get This Information?
We may collect nonpublic personal information about you from a variety of sources, such as information we receive from you orally or on applications or other forms; and information about your transactions with us, or others, such as the custodian(s) of your account(s).
What Information Do We Disclose and To Whom Do We Disclose It?
We do not disclose any nonpublic information about you without your express consent, except as permitted by law and as needed to provide the services you have requested. This applies to current as well as former clients. We restrict access to your nonpublic personal information to those who need to know that information in order to provide products or services to you.
Our Security Procedures
We maintain physical, electronic, and procedural safeguards to protect your nonpublic personal information. This includes measures to protect your information in the course of its disposal.