Privacy and Security

At our firm, we recognize and respect the importance of maintaining the privacy of our clients and website users. Below we describe why we gather customer information, what information we collect, how we collect it, what we use the information for and how you can instruct us if you prefer to limit the use or disclosure of that information. We maintain very strict privacy and security standards for our clients that are created to protect your personal information. We apply the same rules to former customers as well.

Why do we gather Information?

We gather personal information about you to enable our ability to provide an enhanced and personalized experience, to provide you with information about us, as well as to comply with securities and other laws.

What Types of Personal Information do we gather?

We collect non-public personal information about you from the following sources: (i) any account application and other forms that you complete with us for our services; (ii) any information you give us in any other way or enter on our website, including information about your transactions and experiences with us; (iii) information (if any) we receive or collect from other sources, such as a consumer reporting agency.

How we use or disclose information we collect about you:

We do not disclose any non-public personal information about you, or any of our former clients, to anyone except as permitted by law. We limit the collection and use of your information to the minimum we require to deliver our services to you.

Do we use your Information for Direct Mailings?

When you open an account with us, we ask that you provide us with your e-mail address. This enables us to provide you with topical information, new features, services and articles on our website. Only our employees will send you these mailings. If you do not wish to receive such mailings you can let us know in writing or on the form we provide with your opening documents or via e-mail at


We restrict access to non-public personal information about you to those of our employees with a legitimate business need for the information. We maintain physical, electronic, and procedural safeguards that comply with federal standards to guard your nonpublic personal information.

Your Consent and Changes to this Policy:

Subject to the above provisions, this privacy policy is part of our Legal Terms, Conditions and Site Use Agreement and you agree to be bound by all of the terms and conditions. If we decide to change our privacy policy, we will inform our client's in writing and will also post those changes to our website.

As always, we appreciate the opportunity to be of service and will make every effort to fulfill the indicated confidence you have placed in our firm.

If you have any questions regarding our Privacy Policy, please do not hesitate to call us.