Client personal information is private and confidential, and we hold ourselves to the highest standards in protecting this data. As part of our portfolio management operations, we collect nonpublic personal financial information about a client in various ways. We restrict access to this information to authorized individuals within our firm who need to know this information to provide our services. We maintain physical, electronic, and procedural safeguards that protect personal, nonpublic information. Employees do not share this information outside the firm. We do not disclose or sell personal information to anyone.
We do not release information about clients or their accounts to any third party unless we receive the client’s prior consent, the recipient is a custodian or other service provider working with us on the client’s account and/or we are required by law to release the information.