Privacy
Policy
To
our Valued Clients:
Your privacy is important to us and maintaining your trust and confidence
is one of our highest priorities. We respect your right to keep
your personal information confidential and understand your desire
to avoid unwanted solicitations. A recent law change requires us
(along with banks, brokerage houses, and other financial institutions)
to disclose our Privacy Policy to you – which we are more
than happy to do. We hope by taking a few moments to read it, that
you will have a better understanding of what we do with the information
you provide us and how we keep it private and secure while using
it to serve you better.
A.
Types Of Information We Collect
We collect certain personal information about you – but only
when that information is provided by you or is obtained by us with
your authorization. We use that information to compile market research
data and may also use it to create databases of market data.
Examples of
sources from which we collect information include:
interviews and phone calls with you,
letters or e-mails from you,
B.
Parties To Whom We Disclose Information
As a general rule, we do not disclose personal information about
our clients or former clients to anyone. However, to the extent
permitted by law and any applicable state Code of Professional Conduct,
certain nonpublic information about you may be disclosed in the
following situations:
As a part of
any actual or threatened legal proceedings or alternative dispute
resolution proceedings either initiated by or against us, provided
we disclose only the information necessary to file, pursue, or defend
against the lawsuit, and take reasonable precautions to ensure that
the information disclosed does not become a matter of public record.
To provide information to affiliates of the firm and nonaffiliated
third parties who perform services or functions for us in conjunction
with our services to you, but only if we have a contractual agreement
with the other party which prohibits them from disclosing or using
the information other than for the purposes for which it was disclosed.
C.
Confidentiality And Security Of Nonpublic Personal Information
Except as otherwise described in this notice, we restrict access
to nonpublic personal information about you to employees of our
firm and other parties who must use that information. Their right
to further disclose and use the information is limited by the policies
of our firm, applicable law, our Code of Professional Conduct, and
nondisclosure agreements where appropriate. We also maintain physical,
electronic, and procedural safeguards in compliance with applicable
laws and regulations to guard your personal information from unauthorized
access, alteration, or premature destruction.
We value your
business and are committed to protecting your privacy. Please call
us if you have any questions or if we can be of further service.
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