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.  That is why 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.
  • SchwabSafe® provides a collection of security measures designed by our custodian to keep our clients’ personal and financial information safe online—backed by The Schwab Security Guarantee.