Privacy Notice

Investment advisors, like all providers of personal financial services, are now required by law to inform their clients of their policies regarding privacy of client information.  Investment advisors have been and continue to be bound by professional standards of confidentiality that are even more stringent than those required by law.  Therefore, we have always protected your right to privacy.

TYPES OF NON-PUBLIC PERSONAL INFORMATION WE COLLECT

We collect non-public personal information about you that is either provided to us by you or obtained by us with your authorization.

PARTIES TO WHOM WE DISCLOSE INFORMATION

For current and former Clients, we do not disclose any non-public personal information obtained in the course of our practice except as required or permitted by law.  Permitted disclosures include, for instance, providing information to our employees who need to know same in the performance of their duties and, in limited situations, to unrelated third parties who need to know that information to assist us in providing services to you.  In all such situations, we stress the confidential nature of information being shared.

If you as a Client decide to cease being a Client or become an inactive client then we will still adhere to the privacy policy described in this notice. 

PROTECTING THE CONFIDENTIALITY AND SECURITY OF CURRENT AND FORMER CLIENTS’ INFORMATION

We retain records relating to professional services that we provide so that we are better able to assist you with your professional needs and in some cases, to comply with professional requirements or guidelines.  In order to guard your non-public personal information, we maintain physical, electronic, and procedural safeguards.

Please call (214-675-5740) if you have any questions because your privacy, our professional ethics, and the ability to provide you with services are very important to us.  Thank you.