In the course of our relationships with our clients, we frequently obtain personal information which may come directly from our clients or, with our clients’ authorization, from certain third parties such as accountants, lawyers, other financial professionals, etc. All such information is held in strict confidence. As you would expect, we do not disclose any of your personal information except as authorized by you or as required by law.
We instruct our employees who receive your personal information to maintain your confidences. Furthermore, we maintain physical, electronic and procedural safeguards that comply with our professional standards of conduct and the law, in order to guard your nonpublic personal information.
Our policy not only applies to clients with whom we have a current relationship, but to all clients whom we have worked with over the years.