PRIVACY POLICY

We consider customer privacy to be fundamental to our relationship with our clients.  Throughout our history, we have committed to maintaining the confidentiality, integrity, and security of clients' personal information.  It is therefore our policy to respect the privacy of current and former clients and to protect personal information entrusted to us. 

In the course of providing products and services, we collect non-public personal information about clients.  We collect this information from sources such as account applications, other account forms, transactions made, and from other information you provide to us.

We do not disclose non-public personal information to non-affiliated parties, except as allowed by applicable law or regulation.  In the normal course of serving clients, information we collect may be shared with companies that perform various services on your behalf such as transfer agents, custodians, or broker‑dealers.

The organizations that receive client information will use that information only for the services required and as allowed by applicable law or regulation, and are not permitted to share or use this information for any other purpose.

Access to customers' non‑public personal information is restricted to employees who need to access that information to provide products or services to clients.  To guard clients' non‑public personal information, physical, electronic, and procedural safeguards are in place that comply with federal standards.  A client's right to privacy extends to all forms of contact with us, including telephone, written correspondence, and electronic media, such as the Internet.

We consider privacy a fundamental right of clients and take seriously the obligation to safeguard client information.  We will adhere to the policies and practices above for both current and former customers.

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