The privacy of your personal information is very important to us. We value our relationships and want you to understand how we respect your privacy and protect your information.
Types Of Information We May Collect
We may collect public and nonpublic information about you from sources including but not limited to:
Information We May Share
We do not sell or disclose any information about you to anyone, unless specifically authorized by you or compelled by law. If you are an active investor client we may share some personal information with third-party providers involved with the execution or servicing of a given investment, including but not limited to account custodians or trustees, title companies, servicing agents, and legal service providers.
If your relationship with us becomes inactive we will continue to uphold the privacy policies and practices described herein.
Confidentiality And Security
We restrict access to nonpublic personal information to those employees and partners who need to know that information to provide products and services to you. We maintain physical, electronic, and procedural guidelines that comply with federal standards to guard your nonpublic personal information.
We reserve the right to revise this notice at any time and any revisions will be publicly posted on this site in a timely fashion.
We collect certain site management information for statistical purposes. We use publicly available software to create summary statistics that are used for the purpose of assessing what information is of most and least interest to you, determining design specifications, and identifying system performance issues. This information does not reveal any personally identifiable information.
If you have any questions regarding this policy, please contact us.