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Privacy Information

Your privacy is important to us!  We hold your information in the utmost confidence, and our objective is to serve you as best as we can.  

 

CATEGORIES OF INFORMATION WE COLLECT:

We collect nonpublic information about you from the following sources:

 

CATEGORIES OF INFORMATION WE DISCLOSE:

We do not disclose any nonpublic personal information about our investors or former investors to anyone, except as required by law.

We restrict access to nonpublic information about our clients to employees and other parties (such as our accountants and service companies providing administrative or account services to us) who need to know that information in order for us to provide our services. We maintain physical, electronic and procedural safeguards that comply with federal standards to guard our clients' nonpublic personal information.

For more information, call (412) 367-9076, or email us.