We value your business and your right to privacy. Listed below are actions we take to protect the confidentiality and security of your information:
We restrict access, both physically and electronically, to your account information to only those people who are directly involved in administering your account.
Policies and Procedures
We operate within written Policies and Procedures that cover all aspects of administering trusts and individual retirement accounts; providing accurate accounting and client statements.
We use information security measures to prohibit unauthorized access to your files from illegal computer sources and anyone not authorized to enter our systems.
We do not sell information about you or your account to anyone.
Disclosing of Information
We do not disclose any non-public information about you to anyone except as permitted by law. The governmental regulatory agency responsible to oversee our business is given full access to account information as required by law. We allow access to account information to our outside independent auditor on a confidential basis, and to affiliated companies to the extent necessary to fulfill contractual obligations in servicing your account.