How safe is the data you have about me?
All personal information given to us is held in the strictest confidence and protected under our written privacy policy. We are fully committed to safeguarding your information using state-of-the-art data security and encryption services. Our partners help us to maintain these security levels. We are also required by the SEC to comply with privacy laws.
Privacy Policy. As an investment advisor, we comply with strict, federally regulated privacy policies.
Form ADV 2A. We file an updated version of this document with the SEC each year. It describes our services, fees, and all practices which relate to our role as your fiduciary. The SEC requires that it be written in “plain English” so that it is easily understood by the average investor.
Investment Advisory Agreement. This is a one-page agreement that we sign with clients who wish to have us manage their IRA.
