Privacy Policy

The following is a description of how we protect our client's privacy. This includes information clients provide to us orally or on contracts or other forms, and information we develop about clients in the course of providing our services.

As a general rule, we do not disclose information to others unless requested and authorized by our clients.

We protect information by using at least the same degree of care, which shall in no event be less than reasonable care, to prevent unauthorized use, dissemination, or publication of the information, as we use to protect our own information of like nature. We only share information with individuals designated by our clients and who have a need to receive information to perform their duties.

We limit access to information internally to only those who need the information in order to provide services to clients. We also maintain physical, electronic and procedural safeguards to protect the information.

To the extent we need to provide information to various third parties for services that are necessary to enable us to provide services to clients such as attorneys, auditors, custodians or other intermediaries, we will obtain consent before releasing any information. In situations where we are not comfortable that a third party is already bound by duties of confidentiality, we will require contractual assurances that they will maintain the confidentiality of any of our client's information that we may provide to them.

Finally, we may disclose information to others with our client's consent, where required by law or judicial process, or otherwise to the extent permitted under Federal privacy laws.