Keeping Your Assets and Your Identity Safe

Keeping Your Assets and Your Identity Safe

The safety of your assets and your confidential information is of utmost importance to us.

We’ve chosen Schwab and Fidelity as our preferred custodians, although clients can direct us to work with other custodians as well. Both of these custodians are leaders in the industry. Partnering with them helps assure that our clients’ assets are safe and well protected. As an added protection, all our client assets are held in the client’s name; we hold no assets in our own name. The financial strength and thought-leadership these firms provide mean our clients experience best-in-class technology, access to information, and reporting.

In addition, we’ve implemented the following security protocols:

  • Our Red Flags Identity Theft Program is designed to detect, prevent and mitigate identity theft.
  • Our Client Privacy Policy ensures that physical, electronic and procedural safeguards comply with federal and state standards.
  • Our Data Security Plan establishes protocols for office security, use of portable electronic devices and the transmission of confidential data.