Information We Collect
In the normal course of business, we collect nonpublic information about you (e.g. social security number, date of birth, income, net worth and beneficiary designations) from various sources such as:
- Account applications, transfer forms, wire instructions, etc.
- Copies of income tax returns, insurance policies, wills and employee benefit programs that you provide to us.
- Information we collect from you through telephone conversations, fax, email or written correspondence.
- Information provided to us with your authorization from independent third parties: accountants, lawyers, employers or other advisors.
Protecting Your Information
We do not provide any personal or account information about you to third parties without your prior consent or as required by law. We will only provide information to the extent that it is necessary to fulfill our advisory services to you.
We take seriously the obligation to maintain confidentiality and protect your information. We have always maintained and continue to monitor procedures designed to protect and restrict access to your nonpublic information from third parties. The protections we employ for client data include physical, electronic and procedural safeguards.
– January 2015