Information We Collect
In the course of doing business with you, we may collect nonpublic information about you from the following sources:
Information we receive from you, such as your social security number, personal financial information, mailing address, phone number, contact information, occupation and birth date; and
Information about your investment activity, including account balance, assets, and past transactions.
Disclosure of Information to Nonaffiliated Third Parties
We do not disclose any of your nonpublic personal information to any nonaffiliated third parties, except with prior consent or as permitted by law. As a rule, we only provide this information to those entities whose services are necessary for us to properly perform our investment services and only to the minimum extent necessary.
We maintain physical, electronic, as well as procedural safeguards to ensure the integrity and confidentiality of your nonpublic personal information.
Back to top