Privacy Policy

We collect the following nonpublic personal information about you:
  • Information we receive from you on or in applications or other forms, including, but not limited to, your name, address, phone number, and social security number.
  • Information about your transactions with us our affiliates or others, including, but not limited to your account number and balance, parties to transactions, cost basis information and other financial information.
We do not disclose any nonpublic personal information about our current or former clients and shareholders to nonaffiliated third parties, except as permitted by law. For example, we are permitted by law to disclose all the information we collect to the brokerage firm, bank or trust company servicing your account, to set up accounts and process transactions in your account. Furthermore, we restrict access to your nonpublic personal information to those persons who require such information to provide products or services to you. We maintain physical, electronic, and procedural safeguards through our internal controls and periodic review that comply with federal standards to guard your nonpublic personal information. Since your investment is held by a financial intermediary including but not limited to a broker-dealer, bank or trust company, the privacy policy of your financial intermediary would govern how your nonpublic information would be shared with nonaffiliated third parties.

This website uses Google AdWords and Mojn

This website uses the Google AdWords and Mojn remarketing service to advertise on third party websites (including Google) to previous visitors to our site. It could mean that we advertise to previous visitors who haven’t completed a task on our site, for example using the contact form to make an inquiry. This could be in the form of an advertisement on the Google search results page, or a site in the Google Display Network. Third-party vendors, including Google, use cookies to serve ads based on someone’s past visits to the website. Of course, any data collected will be used in accordance with our own privacy policy, Google’s privacy policy, and Mojn's privacy policy. You can set preferences for how Google advertises to you using the Google Ad Preferences page, and if you want to you can opt out of interest-based advertising entirely by cookie settings or permanently using a browser plugin. You can find more information on Mojn's privacy policy.  
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