We collect information about people we interact with in a way that helps us serve our clients, or those who are exploring a future relationship with us. We never share collected information with others in a personally identifiable form, unless we are required to by law or unless authorized by a client or prospect in writing. Almost all of the information we collect about people is voluntarily given to us by them. We occasionally gather publicly available information about clients or prospects. We do not collect personally identifiable information about people through our website using cookies or any other automated technology. Anyone wishing to be “forgotten” from our files may request to be so at any time. We will honor such a request as long as it does not conflict with U.S securities laws to which we are subject.
We use other firms to hold and process data. Almost all of these firms are technology firms that we believe to be reputable and have adequate security in place to prevent intrusion by unauthorized people. We have a process in place for maintaining good technology security that includes changing passwords on a regular basis, having different passwords for each vendor or site, and securing the location where passwords are kept. In addition, we do not house all data in the same physical or electronic location. Regarding low-technology security, we cross-cut shred all work papers each day in our office and protect our offices with multiple levels of security. We archive information offsite in a secure and super-secret location.
We are really into privacy and confidentiality, and we think you should be, too.