Privacy Policy

A Message About Our Privacy Policy

We consider customer privacy to be fundamental to our relationship with clients. We are therefore committed to maintaining the confidentiality, integrity, and security of clients’ personal information. It is our policy to respect the privacy of clients and to protect personal information entrusted to us. Internal procedures have been developed to protect this confidentiality, while allowing client needs to be served.

Our Privacy Statement

We collect nonpublic personal information about you from the following sources:

  • Information we receive from you in the course of establishing and managing your investment accounts(s); and
  • Information about your transactions with us.

We do not disclose any nonpublic personal information about you to anyone, except as permitted by law. This may include providing information to companies that perform support services on our behalf or to other firms that assist us in providing you with services.

We restrict access to your nonpublic personal information to those employees who need to know that information to provide services to you. We maintain physical, electronic and procedural safeguards to protect your nonpublic personal information.

If you have any questions concerning this policy, please contact Dr. Al Djindil at (239) 398-4486.