Use and Privacy Statement

You are authorized to use this web site for approved business purposes only. Use for any other purpose is strictly prohibited. Certain material on this web site is prepared for broker/dealer information only. It may not be reproduced, shown, or otherwise communicated or quoted to customers, prospects, or members of the general public, nor used in written form as sales literature, unless specifically indicated that a piece is for client use. Any material that is client use cannot be altered unless it is compliance approved prior to use.

Our most important asset is our clients’ trust. Keeping client information secure, and using it only as you would want us to, is a top priority for us. Here is our promise to our clients:

  • We will safeguard, according to strict standards of security and confidentiality, any information you share with us.
  • We will limit the collection and use of your information to the minimum we require to deliver superior service to you, which include advising you about products, services, and other opportunities, and to administer our business.
  • We will permit only authorized employees who are trained in the proper handling of client information to have access to that information. Employees who violate our privacy policies will be subject to our normal disciplinary process.
  • We will not reveal your information to any external organization unless we have been authorized by you to do so, or as required by law or our regulators.
  • We will always maintain control over the confidentiality of your information. We will continually assess ourselves to ensure that client privacy is respected. We will conduct our business in a manner that fulfills our promise to you, our clients.